Evergreen Exchange

Latest Episodes:

Charitable Giving: More Than Just a Tax Break Sep 15, 2022

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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 Aug 24, 2022

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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 Aug 10, 2022

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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 Jul 20, 2022

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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.

June Market Update Jun 22, 2022

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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.

What Does China’s Reopening Mean? Jun 08, 2022

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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 May 25, 2022

Show notes

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/

Life in Transition: Estate Planning May 03, 2022

Show notes

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 Apr 20, 2022

Show notes

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 Mar 10, 2022

Show notes

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.

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