Below are Evergreen Gavekal’s Likes/Dislikes for February 12, 2021.
Likes/Dislikes – February 12, 2021
Your Year-End Checklist
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,
Announcement: Tax Services at Evergreen
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.
Evergreen Client Update from CEO, Tyler Hay
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.
The Cost of Being Normal
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).
