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Likes/Dislikes – February 12, 2021

By David Hay February 12, 2021 Uncategorized

Below are Evergreen Gavekal’s Likes/Dislikes for February 12, 2021.

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Your Year-End Checklist

By Katie Vercio October 5, 2020 Advice

Set yourself up for success in 2021

2020 has been an unprecedented year that has left many investors feeling cautious about the markets and concerned about retirement. Does your financial plan need to be updated? At Evergreen we have a quarterly review schedule to make sure our clients’ needs are being reviewed on an ongoing basis,

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Announcement: Tax Services at Evergreen

By Tyler Hay July 31, 2020 Uncategorized

Dear Clients and Friends,

Evergreen Gavekal is pleased to announce the acquisition of the Mercer Island-based tax accounting firm, Sterling, Kuder & Co. P.S. Their firm has provided customized tax and financial consulting services to both individuals and companies for over 35 years.

At times, Evergreen clients have conveyed to us the frustrations and headaches due to the lack of integration between their CPA and investment advisor.

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Evergreen Client Update from CEO, Tyler Hay

By Tyler Hay March 18, 2020 Uncategorized

As the effects of the coronavirus continue to reverberate through our daily lives, our goal is to stay in ongoing communication with our clients. Beyond communicating, we are also acting.

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The Cost of Being Normal

By Jonathan Fulcher September 27, 2019 Evergreen Virtual Advisor

Throughout 2015 and all the way into 2018 the Fed was a bit obsessed with being “normal”. They wanted a “normal” interest rate (justifying rate hikes) and they wanted a “normal” balance sheet (justifying a reduction in that balance sheet).

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