Evergreen Exchange

Latest Episodes:

March Market Update Mar 28, 2023

Show notes

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 Mar 02, 2023

Show notes

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 Feb 13, 2023

Show notes

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 Feb 01, 2023

Show notes

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 Jan 18, 2023

Show notes

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 Dec 21, 2022

Show notes

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 Dec 06, 2022

Show notes

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 Nov 09, 2022

Show notes

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 Oct 27, 2022

Show notes

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 Oct 12, 2022

Show notes

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.