Evergreen Exchange

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This podcast explores some of the most well-respected minds in finance, while also traversing personal and general life topics. At the very least, you'll sound smarter at dinner parties.

Evergreen Gavekal


    • Sep 27, 2024 LATEST EPISODE
    • monthly NEW EPISODES
    • 27m AVG DURATION
    • 77 EPISODES


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    Latest episodes from Evergreen Exchange

    Deep Dive: Concentration in U.S. Markets

    Play Episode Listen Later Sep 27, 2024 52:55


    In today's podcast, Wealth Consultant, Kaeli Kaainoa, CFP®, sits down with our Senior Analyst, Gherman Howell for a deep dive into the past 18 months for equity markets, focusing on the so-called "Magnificent 7" – Apple, Microsoft, Nvidia, Google, Amazon, Meta, and Tesla. After the rotation to value in 2022, these tech giants reached a trough toward the end of the year, setting the stage for a remarkable recovery. They explore pivotal innovations, such as Microsoft's integration of OpenAI's ChatGPT and Nvidia's AI-optimized chips, which fueled a resurgence in tech. The discussion highlights the immense influence of the Magnificent 7, now comprising 37% of the S&P 500, and how that stacks up globally. They compare and contrast each company, shedding light on key market sentiments and differentiators.

    Think Ahead: Expert Advise on Personal Audit Risk

    Play Episode Listen Later Aug 2, 2024 25:01


    In our latest podcast, one of Evergreen Gavekal's seasoned CFP® & CEPA professionals, Kaeli Kaainoa, sits down with our newest hire, Melissa Hilty, an attorney with an LLM in Taxation and over 15 years of experience with the IRS. They discuss her extensive tax expertise, the invaluable lessons learned from her career, and how she will support our clients with her deep knowledge of tax strategy. The conversation highlights risk management by sharing reasons why some ultra-high-net-worth families may get audited. The discussion then dives into effective tax planning strategies, such as implementing Spousal Lifetime Access Trusts (SLATs) in anticipation of the sunset of the Tax Cuts and Jobs Act (TCJA). This episode is a must-listen for anyone looking to optimize their tax strategies and avoid costly mistakes. As always, thanks for listening! This podcast was recorded July 22, 2024.

    Think Ahead: The 2024 Horizon

    Play Episode Listen Later Mar 14, 2024 24:54


    There are many professional economists who can tell you what is on the horizon for 2024. In this episode of Think Ahead, Kaeli Kaainoa gets Co-CIOs, Jeff Dicks and David Hay, take on what investors should keep an eye on in 2024. Some topics discussed include the upcoming US presidential election and anticipated falling interest rates, rising federal debt, and removing emotions from portfolio decisions, all in our new and more concise interview format. 

    Think Ahead: Understanding the People in Your Plan (Estate Documents)

    Play Episode Listen Later Nov 30, 2023 18:34


    On this episode of Think Ahead, Katie Vercio and Kaeli Kaainoa discuss how they advise clients to choose people to name for various roles in their estate plan. This podcast covers Vercio's recent blog post “A Guide to Advanced Medical Directives”, and goes more in-depth, using real-life examples of successes and challenges when those documents are put in force. Some topics they cover: ·      What are the key elements of an estate plan? ·      What are advanced medical directives, and what are strategies for implementing them? ·      Who should you choose to be agents of your estate? ·      What are a few common mistakes to avoid if you have an estate plan in place? ·      What role does my financial advisor play in my estate plan? ·      What are the consequences if I never create an estate plan? As always, thanks for listening!

    Coffee with Evergreen: Navigating the REIT Market

    Play Episode Listen Later Oct 12, 2023 23:55


    In this episode of Evergreen Exchange, Jeff Otis, Director of Private Wealth, interviews Gherman Howell, Senior Analyst, to discuss real estate investment trusts. Some topics they cover: What is a REIT and what areas can it invest in? What does the difference between leases and actual occupancy indicate about the future of office real estate? How has financing worked in the market's favor thus far for office space? What impact may a significant pullback in CRE have on banks? As always, thank you for listening! This was published on October 12th, 2023.

    August Market Update

    Play Episode Listen Later Aug 4, 2023 18:34


    In this episode of Coffee with Evergreen, Jeff Otis, Director of Private Wealth, interviews Jeff Dicks, Co-Chief Investment Officer, to discuss market updates August. Some topics they cover: - 2023 has been an active year for the market. What are some highlights we've seen? -From a macroeconomic perspective, what has been driving the market this year? -How have bonds been performing in the current market, and what are some strategies we've employed their potential? As always, thanks for listening! This episode was recorded on August 2nd, 2023.

    Future-ProofED: Navigating College Expenses and Planning for Success

    Play Episode Listen Later Jun 23, 2023 17:06


    In this Deep Dive with Evergreen, our Director of Private Wealth, Jeff Otis, interviews our Director of Financial Planning, Katie Vercio. Together, they discuss college investing strategies. Some topics they cover: College planning can be a large expense. What factors should you consider when planning for education? A few different types of accounts are used to set up college savings funds. What are the types of accounts? How should you choose which to use? Many factors should be considered when determining with which account(s) to fund future college plans. Loans, financial aid, current financial goals, and payment methods are all worth weighing as you move toward this next step. As always, thank you for listening! This episode was recorded on June 13, 2023.

    Breaking News on the Debt Ceiling

    Play Episode Listen Later May 26, 2023 15:34


    In this episode of Coffee with Evergreen, Jeff Otis interviews co-CIO Jeff Dicks to discuss a very relevant topic: the debt ceiling. The debt ceiling/limit restricts how much the federal government can borrow to pay its bill and how it can allocate funds for future investments. The debt limit has been raised or suspended numerous times to avoid a default by the US government on its debt. However, the US is getting close to reaching that borrowing limit, which, if it does, would be an unprecedented event. Some of the questions they look to answer are: What are the implications if we do default on our debts? Who will see the impacts of these effects? Both parties have different conditions for raising the debt ceiling. What is the difference between them? What happens if a deal is not reached? Can hitting the debt ceiling be avoided without Congressional action? How is Evergreen preparing for this? As always, thank you for listening! This episode was recorded on May 26, 2023.

    April Market Update

    Play Episode Listen Later Apr 27, 2023 12:55


    In this episode of Coffee with Evergreen, Jeff Otis interviews Gherman Howell to discuss how investors should approach markets with looming recession fears and a strong start to the year for stocks. Some topics they cover: Should investors trust the recent rally? Why do credit spreads not seem to be pricing in a recession? Should investors move from floating- to fixed-rate debt? Which sectors do we think are most attractive in the near- and long-term? As always, thank you for listening!

    Should AI Be Regulated?

    Play Episode Listen Later Apr 13, 2023 13:41


    In this episode of Coffee with Evergreen, Jeff Otis interviews Michael Johnston to discuss the impact of new developments in artificial intelligence (AI). Some topics they cover: What is "generative AI"? What industries may be most impacted by AI, and how will it change efficiency? What are the pros and cons of regulation? How has AI positively impacted the market so far? As always, thank you for listening!

    March Market Update

    Play Episode Listen Later Mar 28, 2023 15:31


    In this episode of Coffee with Evergreen, Director of Private Wealth, Jeff Otis interviews Co-CIO, Jeff Dicks to summarize recent events in the banking industry. Some topics they cover: What events led up to the collapse of Silicon Valley Bank? What actions did the government take to reduce the risk of contagion and stabilize the banking industry? How are client accounts protected at brokerage houses in comparison to banks? As always, thank you for listening!

    Looking Ahead with Tyler Hay

    Play Episode Listen Later Mar 2, 2023 22:19


    For this week's Evergreen Virtual Advisor, we are releasing a podcast with our CEO, Tyler Hay and our Director of Private Wealth, Jeff Otis to discuss the economy and portfolio management. Some questions they look to answer: What economic trends could have a lasting impact on the economy? What are some portfolio management observations you would make in today's investing environment? What should and shouldn't investors be doing in today's economy? As always, thank you for listening!

    2022 Tax Filing Season

    Play Episode Listen Later Feb 13, 2023 18:11


    In this episode of Coffee with Evergreen, Director of Private Wealth, Jeff Otis interviews Tax Director, Kelly Sterling to discuss what you need to know this tax filing season. Some topics they cover: What life is like as a CPA this time of year? What are the updated laws on the Federal side? What are some common mistakes that individuals make on their taxes? As always, thank you for listening!

    January Market Update

    Play Episode Listen Later Feb 1, 2023 19:12


    In this episode of Coffee with Evergreen, Director of Private Wealth, Jeff Otis interviews Co-Chief Investment Officer, Jeff Dicks to discuss the January Market Update. Some topics they cover: Recap on recent recovery in the markets What risk remains? Anything the market seems to be missing? Bullish and bearish insights on returns As always, thank you for listening!

    Public and Private Markets for 2023

    Play Episode Listen Later Jan 18, 2023 26:42


    In this Deep Dive, Director of Private Wealth, Jeff Otis interviews Managing Director, Jeff Eulberg to discuss the outlook of Public and Private markets in 2023. Some topics they cover: This year's outlook on publicly traded equities Our thoughts on real estate exposure and private investments Favorite investment opportunities in 2023 As always, thank you for listening!

    December Market Update

    Play Episode Listen Later Dec 21, 2022 21:10


    In this episode of Coffee with Evergreen, Partner Jeff Otis interviews Senior Analyst, Gherman Howell to discuss the December Market update. Some topics they cover: How should one go about tax harvesting? What should investors be paying attention to going into 2023? How are the markets looking as we wrap up the year? As always, thank you for listening! This episode was recorded on December 20, 2022.

    Year-End Planning

    Play Episode Listen Later Dec 6, 2022 19:27


    In this episode of Coffee with Evergreen, Partner Jeff Otis interviews Director of Financial Planning, Katie Vercio to discuss the necessary steps for investors to take before year-end. Some topics they cover: Charitable Giving: What is the best way to gift? Retirement Planning: What should clients be considering? Tax Planning: What investors should be doing from a tax perspective. As always, thank you for listening!

    Assessing Global Market Conditions

    Play Episode Listen Later Nov 9, 2022 56:06


    In this Deep Dive with Evergreen Gavekal, Partner Jeff Otis interviews CEO of Gavekal Research, Louis Gave, to discuss what it's like being a U.S. investor in today's global markets. Some topics they cover: China after the Party Congress. What are the political and investment implications? Thoughts on the U.S dollar, emerging markets, and energy? U.S. Mid-term Elections: What to be watching? As always, thank you for listening!

    October Market Update

    Play Episode Listen Later Oct 27, 2022 37:24


    In this Deep Dive with Evergreen Gavekal, Partner Jeff Otis interviews co-CIO, Jeff Dicks, to give us an October market update. Some topics they cover: What is currently driving markets? There have only been three years in history when both stocks and bonds have been down. What does this mean is happening in the bond market? What are some opportunities in both domestic and international equity markets? As always, thank you for listening! This episode was recorded on October 25, 2022.

    Special Needs Planning

    Play Episode Listen Later Oct 12, 2022 24:53


    In this episode of Coffee with Evergreen, Evergreen GaveKal's Tygue Howland, a member of our Business Development Team, is joined by a Partner of Palladio Consulting, Connor Kavanaugh, to discuss financial planning when someone has a child with special needs. Some topics they cover: When meeting new families, what is the process to determine the resources available to individual families? What are the benefits that could be utilized for these families? What is a special needs trust, and when should it be used? As always, thank you for listening! This episode was recorded on October 7, 2022.

    Charitable Giving: More Than Just a Tax Break

    Play Episode Listen Later Sep 15, 2022 24:14


    In this episode of Coffee with Evergreen, Evergreen GaveKal's Senior Financial Planner & Regional Director of our Lake Oswego office, Heidi Jeromanovs CFP®, and lawyer, Aaron Frishman at Foster Garvey, discuss the importance of charitable giving. Some topics they cover: Charitable giving is much more than just a tax break. What are some other reasons someone should consider charitable giving? What are essential questions to think about when considering charitable giving? What are the different funds/resources people can use? As always, thank you for listening! This episode was recorded on September 13, 2022.

    August Market Update

    Play Episode Listen Later Aug 24, 2022 29:43


    In this Deep Dive with Evergreen Gavekal, Partner Jeff Otis interviews co-CIO Jeff Dicks and Senior Analyst Gherman Howell on Evergreen Gavekal's most recent chartbook. Some topics they cover: -Recently, there has been a rally in the markets. What has been driving it? Is the good news priced in? Are we currently in a recession? -What are we thinking about equity markets going forward? -What is Evergreen Gavekal's near-term outlook on the market? How are we adjusting portfolios between now, year-end, and beyond? As always, thank you for listening! This episode was recorded on 8/24/22.

    How to Plan for Market Volatility

    Play Episode Listen Later Aug 10, 2022 15:16


    In this episode of Coffee with Evergreen, Partner Jeff Otis and Director of Financial Planning Katie Vercio, CFP® discuss what to do when the market is volatile. Some topics they cover: How do we advise clients during times of volatility? Timing the market is difficult. Is now a good time to get into the market? How are we advising new clients? What are some specific strategies we recommend when the market is down? As always, thank you for listening! This episode was recorded on 8/8/2022.

    July Market Update

    Play Episode Listen Later Jul 20, 2022 21:38


    In this episode of Coffee with Evergreen, Evergreen GaveKal's Director of Private Wealth, Jeff Otis, and Co-Chief Investment Officer, Jeff Dicks, present a market update for July 2022. Some topics they cover: What drove market performance in Q2 this year? Bonds are off to their worst start in over 40 years. What does this mean for fixed-income going forward? What is our most favored segment of the bond market right now? Inflation is still on everyone's mind. Has anything changed with inflation expectations? What is our current general economic outlook? As always, thank you for listening! This episode was recorded on July 18, 2022. This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any opinions, recommendations, and assumptions included in this piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee. Past performance is no guarantee of future results. All investments involve risk including the loss of principal. Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen's performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen's portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.

    Diet and Exercise…

    Play Episode Listen Later Jun 24, 2022 21:35


    We all have friends who talk about their diets. I've always been struck by the fact that people who like to talk about them the most are typically overweight. In fact, I can't remember the last time I heard a skinny person going on and on about his/her formula for success. In dieting and investing, it would seem that self-discipline plays a crucial role. So, what does self-discipline mean for investors? I think it can be a number of things, but here are some of the most critical elements as it relates to investment discipline. Article Here: https://evergreengavekal.com/diet-and-exercise/ DISCLOSURE: This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any opinions, recommendations, and assumptions included in this presentation are based upon current market conditions, reflect our judgment as of the date of this presentation, and are subject to change. Past performance is no guarantee of future results. All investments involve risk including the loss of principal. All material presented is compiled from sources believed to be reliable, but accuracy cannot be guaranteed and Evergreen makes no representation as to its accuracy or completeness. Securities highlighted or discussed in this communication are mentioned for illustrative purposes only and are not a recommendation for these securities. Evergreen actively manages client portfolios and securities discussed in this communication may or may not be held in such portfolios at any given time.

    June Market Update

    Play Episode Listen Later Jun 22, 2022 19:07


    In this episode of Coffee with Evergreen, Partner Jeff Otis and Senior Analyst Gherman Howell give a quick update on the financial markets as of June 2022. Below is a list of some topics they cover: Is liquidating your portfolio a good idea? Given the current market conditions, what are some positive highlights we can see on the buying front? An overview of some sectors we are currently liking. As always, we hope you enjoy the episode! This episode was recorded June 21, 2022. This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any opinions, recommendations, and assumptions included in this piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee. Past performance is no guarantee of future results. All investments involve risk including the loss of principal. Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen's performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen's portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.

    What Does China's Reopening Mean?

    Play Episode Listen Later Jun 8, 2022 27:43


    In this episode of Coffee with Evergreen, Partner Jeff Otis and CEO of GaveKal Research, Louis Gave, discuss the implications of China's policies on the US economy. Some questions they dive into are: China is easing its COVID restrictions. What does this mean for the market? What should investors pay attention to in the energy market now that China is reopening? Is the US able to aid in the energy market? We've had a market rebound from recent lows; what should we expect in the near future? As always, we hope you enjoy the listen! This episode was recorded on June 6, 2022.

    May Market Update

    Play Episode Listen Later May 25, 2022 29:41


    In this Deep Dive, Partners Jeff Otis and Jeff Dicks (Evergreen's co-CIO) discuss our most recent Evergreen Chartbook. The Chartbook explores the current state of the economy, markets, and Evergreen's general outlook. Some questions they explore are: What are we seeing right now with inflation? Where do things stand with the Fed? Bloomberg has a 33% probability of a US recession over the next 24 months. Does the yield curve point to a future recession? What is going on in the market? Bonds, treasury yields, stocks, and corporate bonds are all reacting. How do we interpret this? As always, we hope you enjoy the listen! This episode was recorded on May 23, 2022. Link to the chartbook: https://evergreengavekal.com/market-update-no-short-term-fed-pain-no-long-term-economic-gain/ This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any opinions, recommendations, and assumptions included in this piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee. Past performance is no guarantee of future results. All investments involve risk including the loss of principal. Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen's performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen's portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.

    Life in Transition: Estate Planning

    Play Episode Listen Later May 3, 2022 29:14


    Part 2: Estate Planning In this three-part series, we are diving deep into moments of financial transition. In November, we spoke with Blake Hilty about divorce and its economic implications. This week, Heidi Jeromanovs, CFP® and Evergreen's Regional Director of Oregon, interviews Family Law & Estate Planning Attorneys Sara Winter & Stefan Wolf to discuss estate planning: If you are the primary financial person in your household, how do you make sure your spouse or children are prepared to handle their finances if something happens to you? How do you plan for the transfer of your estate to your spouse or other heirs? How can wealthy parents include adult children in the conversation about money? Instill good financial values, etc. How can comprehensive estate planning keep your child's inheritance or family wealth safe in a divorce? As always, we hope you enjoy! This episode was recorded on April 22, 2022.

    April Market Update

    Play Episode Listen Later Apr 20, 2022 17:52


    In this episode of Coffee with Evergreen, Partners Jeff Otis and Jeff Dicks (Evergreen's co-CIO) give a quick update on the financial markets as of April 2022. We have seen a recent recovery since last month. What is going on with markets? A recession seems to be on everyone's mind. What is Evergreen's stance on this? Is a recession in the near future? Currently, the tech sector is underperforming. What are our recommendations when sectors are underperforming? What areas of the market should be avoided? As always, we hope you enjoy the listen! This episode was recorded on April 18, 2022.

    March Market Update

    Play Episode Listen Later Mar 10, 2022 27:41


    In this episode of Coffee with Evergreen, Partners Jeff Otis and Jeff Dicks (Evergreen's co-CIO) give a quick recap of the financial markets so far in 2022. A few topics they touch on: What is driving the market lower? And how could this turn around? How has Evergreen been reacting to the recent turmoil? “Buy Low, Sell High” is an obvious statement, but it's easier said than done. As always, we hope you enjoy the listen! This episode was recorded on March 8th, 2022. This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any opinions, recommendations, and assumptions included in this piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee. Past performance is no guarantee of future results. All investments involve risk including the loss of principal. Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen's performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen's portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.

    Returning to the Russia/Ukraine Conflict

    Play Episode Listen Later Mar 3, 2022 34:15


    In this episode of Coffee with Evergreen, partner Jeff Otis interviews Louis Gave, partner at Evergreen and CEO of Gavekal Research, with an update on the Russia/Ukraine conflict: What's changed in Ukraine? Why has Russia invaded Ukraine? What are the implications for China? How is China handling this in terms of trade? What is the impact on Europe and the US? As always, we hope you enjoy the episode! This episode was recorded on March 1, 2022. This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any opinions, recommendations, and assumptions included in this piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee. Past performance is no guarantee of future results. All investments involve risk including the loss of principal. Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen's performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen's portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.

    How Is the Russia/Ukraine Issue Affecting the US Markets?

    Play Episode Listen Later Feb 18, 2022 25:33


    In this episode of Coffee with Evergreen, partner Jeff Otis interviews Louis Gave, partner at Evergreen and CEO of Gavekal Research, on what's going on in the global economy. What impact can a Russian invasion have on financial markets? What does Russia gain by invading Ukraine? What are the political implications for the US with both Russia and China in this potential invasion? As always, we hope you enjoy the episode! This episode was recorded on February 14, 2022. This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any opinions, recommendations, and assumptions included in this piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee. Past performance is no guarantee of future results. All investments involve risk including the loss of principal. Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen's performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen's portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.

    The Inside Scoop at Evergreen

    Play Episode Listen Later Feb 10, 2022 20:58


    In this episode of Coffee with Evergreen, partner Jeff Otis interviews Heidi Jeromanovs, CFP® and Evergreen's Regional Director of Oregon, on what it's like working at Evergreen. How is Evergreen different than other firms? We know that women are a minority in the financial planning industry. What is it like being a woman in the industry? What makes a good client? How do you, as a client, be active in your plans and goals? What can you do to stay ahead? As always, we hope you enjoy the episode! This episode was recording on February 8, 2022. This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any opinions, recommendations, and assumptions included in this piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee. Past performance is no guarantee of future results. All investments involve risk including the loss of principal. Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen's performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen's portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.

    Could Volatility Be a Good Thing?

    Play Episode Listen Later Jan 27, 2022 13:53


    In this episode of the Evergreen Exchange, Jeff Otis interviews Managing Director, Jeff Eulberg, on the volatile start to 2022. Jeff Otis describes why volatility is not always a bad thing. Otis and Eulberg go on to discuss: What will this mean for international markets? What could make this market turn around in the near term? What are the most attractive areas of opportunity? As always, we hope you enjoy the listen! This episode was recorded on January 25th 2020 This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any opinions, recommendations, and assumptions included in this piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee. Past performance is no guarantee of future results. All investments involve risk including the loss of principal. Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen's performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen's portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.

    Metaverse 101

    Play Episode Listen Later Jan 21, 2022 48:52


    In this Deep Dive, Evergreen's CEO, Tyler Hay, interviews Meta's (formerly known as Facebook) Vice President of Global Operations, John DeVine, on the Metaverse. The Metaverse creates new obstacles and strategies for everyday life and poses many interesting questions: What is Metaverse, and should we take it seriously? What are some economic opportunities that come from it? How will the Metaverse mirror real life? What should we be excited and what are some ethical dilemmas we're already seeing? As always, we hope you enjoy the listen! This episode was recorded on January19, 2022. This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any opinions, recommendations, and assumptions included in this piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee. Past performance is no guarantee of future results. All investments involve risk including the loss of principal. Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen's performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen's portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.

    Will 2022 Have More All-Time Highs?

    Play Episode Listen Later Jan 14, 2022 28:48


    In this episode of the Evergreen Exchange, Michelle Watson interviews fellow Evergreen Gavekal partner Louis Gave to discuss what to expect with international markets, energy, and inflation for 2022. Louis pointed out that in 252 trading days in 2021, the US equity markets delivered 72 new all-time highs. These highs may lead people to ask, “what will 2022 look like?” Through infrastructure spending, Fed policies, and international policies, we are already seeing very different economic approaches to this year. Listen in to learn what our very special guest, Louis, has to say. This episode was recorded on January 12, 2022. As always, we hope you enjoy the listen! This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any opinions, recommendations, and assumptions included in this piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee. Past performance is no guarantee of future results. All investments involve risk including the loss of principal. Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen's performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen's portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.

    Deep Dive: 2022 Market Expectations

    Play Episode Listen Later Jan 5, 2022 22:33


    Happy New Year from the Evergreen Exchange! In this episode, Partners, Jeff Otis and Jeff Dicks (Evergreen's co-CIO), discuss investment themes for 2022 in a 22-minute Deep Dive. Listen in for answers to these questions: -What is our investment committee's outlook on financial markets for the year? -More specifically, which sectors do we think are set to outperform (and underperform)? -How do we see the income landscape adjusting in 2022? -What major risks to the market are we managing around in client portfolios? As always, we hope you enjoy the listen! This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any opinions, recommendations, and assumptions included in this piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee. Past performance is no guarantee of future results. All investments involve risk including the loss of principal. Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen's performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen's portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.

    Coffee With Evergreen: December 31st

    Play Episode Listen Later Dec 31, 2021 19:37


    In this episode of Coffee with Evergreen, Jeff Otis interviews Gherman Howell, Evergreen's Senior Analyst, to discuss the main economic takeaways from 2021 and what we can look forward to in 2022. The consumer's resilience, management of employees, and supply chain disruptions had significant impact on the 2021 economic environment. 2022 has the potential to drift towards normality and settle economic growth and inflation concerns. Also, what should we be thinking about going into the new year? This episode was recorded on December 28th. As always, we hope you enjoy the listen! This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any opinions, recommendations, and assumptions included in this piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee. Past performance is no guarantee of future results. All investments involve risk including the loss of principal. Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen's performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen's portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.

    Coffee with Evergreen: December 22nd

    Play Episode Listen Later Dec 22, 2021 14:22


    In this episode of Coffee with Evergreen, Jeff Otis interviews one of Evergreen's Senior Financial Planners, Katie Vercio, CFP®. They discuss year-end financial planning strategies. Katie emphasizes the three most important things to consider: contributions, distributions, and taxes. They also dive into what gets missed as the year wraps up. As always, we hope you enjoy the listen! This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any opinions, recommendations, and assumptions included in this piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee. Past performance is no guarantee of future results. All investments involve risk including the loss of principal. Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen's performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen's portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.

    The Financial Impacts of Divorce and How You Can Prepare

    Play Episode Listen Later Nov 23, 2021 36:19


    As an asset manager, outsiders may believe Evergreen's primary duty is to invest money. What we know from nearly 40 years in the business, is that's only half the job. A trusted advisor's greatest value is to guide clients through times of stress and uncertainty. This series focuses on three very common scenarios we see, where clients lean on their team at Evergreen to manage logistics and avoid costly errors instead of attempting it themselves. These three critical areas we will cover are divorce, death, and windfalls (liquidity events). Today's episode starts with divorce. Evergreen's Senior Financial Planner, Katie Vercio, CFP®, CDFA®, interviews Family Law attorney, Blake Hilty, on how those going through a separation can be proactive and prepared to come out as unscathed as possible. In addition to being a CERTIFIED FINANCIAL PLANNER, Katie is a Certified Divorce Financial Analyst. She can be engaged for any client considering or actively engaged in a separation. Working with a CDFA® helps to maximize an attorney's expertise on the legal side, by employing another party with more specific expertise in your financial affairs As always, we hope you enjoy the listen! This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any opinions, recommendations, and assumptions included in this piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee. Past performance is no guarantee of future results. All investments involve risk including the loss of principal. Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen's performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen's portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.

    Coffee with Evergreen: November 12

    Play Episode Listen Later Nov 12, 2021 15:49


    In this episode of Coffee with Evergreen, Jeff Otis and Jeff Eulberg, our Managing Partner, chat about market highs, client fears, estate planning, and more. This episode was recorded on November 2, 2021. As always, we hope you enjoy the listen! This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any opinions, recommendations, and assumptions included in this piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee. Past performance is no guarantee of future results. All investments involve risk including the loss of principal. Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen's performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen's portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.

    Coffee with Evergreen: October 4th

    Play Episode Listen Later Oct 4, 2021 14:17


    In this episode of Coffee with Evergreen, Jeff Otis interviews co-CIO, Jeff Dicks recorded on September 29th. As always, we hope you enjoy the listen! This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any opinions, recommendations, and assumptions included in this piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee. Past performance is no guarantee of future results. All investments involve risk including the loss of principal. Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen's performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen's portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.

    Coffee with Evergreen: September 23rd

    Play Episode Listen Later Sep 23, 2021 22:14


    In this episode of Coffee with Evergreen, Jeff Otis interviews Evergreen's Senior Analyst, Gherman Howell. Gherman gives a high-level overview of China's Evergrande situation and whether we think contagion is likely at this point. He also dives in on some of our favorite investment themes and how to find value in an overheated market. As always, we hope you enjoy the listen! This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any opinions, recommendations, and assumptions included in this piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee. Past performance is no guarantee of future results. All investments involve risk including the loss of principal. Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen's performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen's portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.

    Deep Dive: A Behind the Scenes Look at Seattle's VC Landscape

    Play Episode Listen Later Sep 20, 2021 40:30


    Evergreen CEO, Tyler Hay, interviews FUSE co-founder, Kellan Carter, in a thoughtful conversation that will give listeners an understanding of how venture firms work, what unique opportunities Seattle presents, and how Evergreen is participating in the rapidly growing VC market. As always, we hope you enjoy the listen! This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any opinions, recommendations, and assumptions included in this piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee. Past performance is no guarantee of future results. All investments involve risk including the loss of principal. Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen's performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen's portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.

    Deep Dive: Moya Skillman on the Greater Seattle Area's Real Estate Boom

    Play Episode Listen Later Sep 9, 2021 22:15


    Local real estate professional, Moya Skillman, joins us to talk about the market and what both buyers and sellers should be aware of. High-profile real estate deals require experience, care, and great attention to detail to execute properly. That is why Wealth Consultants at Evergreen are very selective about the professionals we partner with to guide clients through the process. With Moya's 15 years of experience in residential real estate and selling over $200 million annually, you'll not want to miss what she has to say regarding the current market and trends in the Seattle area. Answers to these questions and more: How does this compare to other boom periods? What area do you find most attractive? What is your biggest concern? Advice to first-time buyers or those worried about their kids being able to get into real estate in the future? What do clients who are downsizing need to be aware of? How do you help buyers of more lavish estates and properties to prepare? As always, we hope you enjoy the listen! Prospective Client Compatibility Survey: http://www.invest.evergreengavekal.com/client-compatibility This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any opinions, recommendations, and assumptions included in this piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee. Past performance is no guarantee of future results. All investments involve risk including the loss of principal. Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen's performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen's portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.

    Coffee with Evergreen: September 3rd

    Play Episode Listen Later Sep 3, 2021 26:04


    In this episode of Coffee with Evergreen, partners, Jeff Otis, and, Jeff Dicks, CFA, discuss our investment committee's outlook on interest rates and explain some of the complexities that investors may be scratching their heads on when it comes to the relationships between interest rates, inflation, and various other economic realities. Evergreen has long been known as an "income manager". Not because our portfolios neglect to focus on the equity side, but because active management of both the stock and bond sides is uncommon even amongst professional managers. For 25 minutes, co-CIO Jeff Dicks, describes to listeners the ways in which his team leaves no stone unturned when optimizing portfolios for cash flow. Since March, inflation rates have moved up from 1.5% YoY to over 5% and at the same time, the 10-year has gone from 1.8% to 1.35%. What is happening to cause this? Given rates are so low, how are we positioning our income portfolios today? What are the biggest risks facing financial markets and do we anticipate a major correction near-term? As always, we hope you enjoy the listen! Prospective Client Compatibility Survey: http://www.invest.evergreengavekal.com/client-compatibility This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any opinions, recommendations, and assumptions included in this piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee. Past performance is no guarantee of future results. All investments involve risk including the loss of principal. Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen's performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen's portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.

    Deep Dive: Louis Gave on Afghanistan, China, and "De-Dollarization"

    Play Episode Listen Later Aug 20, 2021 35:05


    Evergreen Partners, Jeff Otis and Louis Gave discuss concerns regarding the effects of global politics on investment portfolios. Crackdowns on big tech by Chinese regulators have broadly received negative attention from global investors, but Louis offers a more nuanced perspective to consider. Gavekal is Evergreen's research partner and keeps our investment committee up-to-date on developments in Europe and Asia that may not otherwise be as prompt or accessible to a U.S. firm. Listen in as we discuss these questions: How might social and political issues in Afghanistan impact markets? What should U.S. investors make of Chinese tech regulation? And, how should investors participate in China? Is now the time to consider Asian debt for your portfolio? As always, we hope you enjoy the listen! Prospective Client Compatibility Survey: http://www.invest.evergreengavekal.com/client-compatibility This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any opinions, recommendations, and assumptions included in this piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee. Past performance is no guarantee of future results. All investments involve risk including the loss of principal. Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen's performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen's portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.

    Planning for Tax Reform

    Play Episode Listen Later Jun 28, 2021 49:43


    In 2020, Evergreen published a podcast on our thoughts about preparing for Biden's tax plan. Now, we are offering more specific analysis and guidance on what that could mean. With greater clarity today than we had before, this recorded webinar should answer some of your most pressing questions on how to navigate the tax code influenced by a new administration. Katie Vercio, CFP is our Senior Financial Planner and Kelly Sterling, CPA is the Managing Director of our tax division. Together, they unpack the following topics: What are some key highlights of Biden's tax plan for individuals? Who is most impacted? For those impacted, what moves should be made in 2021? Should high income earners consider accelerating income? What strategies should business owners consider? As always, we hope you enjoy the listen! Prospective Client Compatibility Survey: http://www.invest.evergreengavekal.com/client-compatibility This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any opinions, recommendations, and assumptions included in this piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee. Past performance is no guarantee of future results. All investments involve risk including the loss of principal. Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen's performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen's portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.

    Sports franchise ownership could be for you

    Play Episode Listen Later Jun 10, 2021 13:17


    Jeff Otis interviews Evergreen CEO, Tyler Hay, on the changing environment in sports franchise ownership. As PE firms enter the space, these investments will become more accessible and new money will provide liquidity for current investors who took a hit in 2020/21. The change is yet another result of the status quo shift happening in nearly every sector to stay afloat after more than a year of Covid restrictions. This episode will answer the following questions: What's changed in terms of the ownership of professional sports franchises? Who has been investing in professional sports historically? Is this a good area to invest? What are the risks of investing? Will Evergreen be pursuing this on behalf of your investors? As always, we hope you enjoy the listen! Prospective Client Compatibility Survey: http://www.invest.evergreengavekal.com/client-compatibility This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any opinions, recommendations, and assumptions included in this piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee. Past performance is no guarantee of future results. All investments involve risk including the loss of principal. Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen's performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen's portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.

    "Accidental Wealth" & Smart Investing for Tech Workers

    Play Episode Listen Later May 26, 2021 25:31


    Something we see almost daily but have never discussed on the podcast is the occurrence of what Jeff Otis calls "accidental wealth". Some clients have attained their financial goals through intentional wealth building and/or a sizeable inheritance, while others stumble upon it as a result of extreme career success. The most ubiquitous example here in the Seattle Area is the "tech worker". From developer to director, talented folks in the tech space tend to hit a level of means they are un-prepared to manage at some point in their working life. Jeff Otis and Katie Vercio have built their careers in investment advice and financial planning, surrounded by the growth of Amazon, Microsoft, and other rising SaaS companies. How does this investor balance their interest in DIY personal finance with the real benefit of professional guidance? Find the right advisor who regularly works with tech execs, promotes a simple and transparent fee model, and can help clients learn to see around corners. As always, we hope you enjoy the listen! Prospective Client Compatibility Survey: http://www.invest.evergreengavekal.com/client-compatibility This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any opinions, recommendations, and assumptions included in this piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee. Past performance is no guarantee of future results. All investments involve risk including the loss of principal. Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen’s performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen’s portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.

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