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Political shifts influence investment decisions, and Donald Trump’s return to the presidency—only the second nonconsecutive term in U.S. history—adds a new layer of uncertainty. Read more here: ow.ly/Kt3b50UUfFH

Global markets are experiencing rapid shifts driven by political, economic, and technological changes. Read more here: ow.ly/9uZf50UZx0y

Charitable Remainder Trusts offer a tax-efficient way for high-net-worth individuals to support charitable causes while maintaining an income stream. Read more here: ow.ly/p2tK50V3IcC

Each year, the investment community eagerly awaits Warren Buffett’s annual letter, an industry staple brimming with both worldly and investment wisdom. Read more about his recent key takeaways: ow.ly/26hx50V7OjY

With OpenAI nearing a $300B valuation and CoreWeave eyeing a major IPO, investors are all-in on artificial intelligence. But is this a tech revolution or the next big bubble? Read more: ow.ly/qRQf50Vc8wJ

This week, Louis-Vincent Gave describes the busy first few months for Trump’s administration. Focusing on the economic issues, it is pretty obvious that the Trump administration has 3 key goals. However, one does not always get what one wants. Read more: ow.ly/AUF650VhE5f

Divorce can be an emotionally and financially challenging process. Among the many complexities, navigating the tax implications of divorce is often overlooked but critically important. Read more here: ow.ly/fbTS50VlyGQ

In a recent Oaktree Capital memo, Howard Marks discusses the growing interest in credit markets, particularly high-yield bonds and private credit, in the wake of rising interest rates since 2022. Read more here: ow.ly/2R8t50Vpjgw

In response to the market's volatility , we are presenting a special edition of our quarterly Chartbook, featuring a timely interview with our Chief Investment Officer, Jeff Dicks. View here: ow.ly/xnhV50VxJo0

The world is once again being reshaped by geopolitical turbulence. With trade policies and international relations as unpredictable as ever, investor confidence is increasingly fragile. Read more here: ow.ly/Lf7u50VCMgi

In today's environment of heightened market volatility, staying grounded in a sound financial strategy is more important than ever. While market movements can't be predicted, you can control how you plan, save, and allocate your assets. Read more here: ow.ly/JE6750VGwgp

Global markets are in flux as trade policies and alliances are reassessed. How can investors make sense of the changes? View here: ow.ly/vEq350VLw49

Once limited to institutions and the ultra-wealthy, private market investments are now a growing part of today’s investment landscape. Read more here: ow.ly/nkYh50VPpcm

Global markets are entering a period of transformation. Eight powerful trends are seemingly set to reshape the investment landscape. Staying alert to these macro changes is more critical than ever. ow.ly/nJNN50VTAmV

On May 20, 2025, Governor Bob Ferguson of Washington State signed into law a series of tax increases to address a projected $16 billion budget shortfall. evergreengavekal.com/blog/washingto…

Vincent Deluard (StoneX) joins Jesse Felder (The Felder Report) to explain why we're in a secular shift from disinflation to sustained inflation—and what it means for investors. ow.ly/Pu2t50W1iIY

While Generative and Agentic AI continue to command attention, a lesser known but potentially more consequential shift is underway: the emergence of Physical AI. ow.ly/JI8x50W5ebp

Louis-Vincent Gave thinks 2025 could be a turning point—not because of one dramatic event, but because the U.S. is quietly stepping back from its global security role. That could mean more economic uncertainty... and some big opportunities. evergreengavekal.com/blog/what-will…

Louis-Vincent Gave thinks 2025 could be a turning point—not because of one dramatic event, but because the U.S. is quietly stepping back from its global security role. That could mean more economic uncertainty... and some big opportunities. evergreengavekal.com/blog/what-will…

This quarterly market update with Jeff Dicks, Evergreen's Chief Investment Officer, analyzes the drivers behind the V-shaped stock market recovery. He also explores where value remains in both public and private markets. ow.ly/zTQt50WctiS