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Evergreen Gavekal

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Bellevue, WA
Evergreen Gavekal

Evergreen Gavekal offers a breadth of financial planning services for ultra-high-net-worth families and individuals.

As of 9/30/25, Evergreen Gavekal manages $6.8 billon of assets. We currently manage over $2 billion in total assets for over 500 clients. We provide a full suite of services to clients, including asset management, financial planning, retirement planning, estate planning, and tax planning. We offer in-house investment solutions, which we can customize for clients depending on their specific invest

ment goals, risk tolerance, and time horizon. To research more about our services and staff, please see our website: www.evergreengavekal.com.

07/16/2026

Big tech isn't the only thing driving markets anymore. This quarter, smaller companies, value stocks, and real estate stepped up, helping markets have their best quarter since 2020. Our CIO Jeff Dicks breaks down the shift, the AI spending debate, and what's next.

This quarter's rally didn't come from where you'd expect. After AI-driven mega-cap stocks powered much of the last two years' gains, the broader market, value stocks, smaller companies, real estate took the lead, helping stocks post their best quarter since 2020. Meanwhile, oil prices eased on a ten...

07/09/2026

Job growth cooled last month, and the reasons why are more interesting than the headlines suggest. This piece breaks down five things happening in hiring right now — including how AI is changing what companies expect from workers, without replacing them outright.

Data on the health of the job market is one of the most important inputs for understanding the economy. It informs monetary policy, business confidence, consumer sentiment, and increasingly sits at the center of the debate about artificial intelligence: whether hiring is slowing, whether entry-level...

07/02/2026

This week we're spotlighting an interview with Gerry Cardinale, Founder and Managing Partner of RedBird Capital, on the intersection of sports, media, and private equity—a space where Evergreen Ventures has invested through RedBird-sponsored funds. Cardinale talks rising team valuations, institutional capital, and RedBird's stake in AC Milan, making the case that durable value comes from building lasting platforms, not just winning. A timely read as the World Cup renews attention on sports as an asset class.

This week, we're highlighting a recent interview with Gerry Cardinale, Founder and Managing Partner of RedBird Capital, on the evolving intersection of sports, media, and private equity. In the discussion, Cardinale shares his perspective on the rapid rise in professional sports team valuations and....

06/25/2026

Medicare is an important part of retirement planning, but understanding your options can be more complex than many people expect. From enrollment deadlines and coverage decisions to managing healthcare costs over time, the choices you make can have a lasting impact on your financial plan. In this piece, we highlight five key Medicare considerations to help you make more informed decisions and get the most from your coverage.

Medicare is the federal health insurance program available to Americans at age 65, covering a range of medical services from hospital stays to doctor visits, preventive care, and prescription drugs. For most people, it becomes the foundation of their healthcare coverage in retirement, but navigating...

06/18/2026

Markets are facing an extraordinary surge in demand for capital: trillions for AI data centers, record-breaking IPOs, and rising defense spending worldwide. But the easy money of recent years is gone, with rates climbing and liquidity tightening. In this piece, we discuss where all the money will come from, and what it means for investors in the months ahead.

Take Our Compatibility Survey It was Senator Everett Dirksen, a Senate minority leader in the 1960s, who, speaking of federal government spending, famously quipped, “A billion here and a billion there and pretty soon we’re talking about real money.” Of course, today this almost seems quaint. R...

06/11/2026

The upcoming IPOs of SpaceX, OpenAI, and Anthropic could mark a defining moment for both the technology sector and broader markets. As investors evaluate these leaders in AI, space, and computing infrastructure, they will be weighing not only growth potential but also the significant capital required to support it. The market's response could help shape the next wave of IPOs and influence how innovation-driven companies are valued in the years ahead.

Take Our Compatibility Survey SpaceX, OpenAI, and Anthropic are turning what had been a cautious IPO recovery into a direct test of public-market appetite for some of the world’s most capital-intensive growth stories. SpaceX is the immediate focal point, targeting a roughly $1.75 trillion valuatio...

06/04/2026

Silver Lake Co-Founder Glenn Hutchins says we're still underestimating AI. While today's focus is on software companies, he argues the real story is bigger: AI will reshape the broader economy, driving major productivity gains while upending established business models. A sharp look at where AI adoption is headed, and why its next phase reaches far beyond Silicon Valley

This week, we're highlighting a recent interview with Glenn Hutchins, Co-Founder of Silver Lake, on the evolving impact of artificial intelligence, software, and U.S.-China technology competition.

05/28/2026

Roth conversions have become one of the most talked-about retirement tax strategies, and for good reason: done well, they can lower your lifetime tax bill, add flexibility in retirement, and ease the tax burden on your heirs. But they aren't right for everyone. Because a conversion means paying taxes now for tax-free growth later, the math depends on your tax rates, your timeline, and your goals. This guide breaks down how Roth conversions work, when they make sense, when they don't, and how to get the most out of one.

Roth conversions have gained attention as a strategy to reduce taxes in retirement, but they are not a universal solution. While a Roth conversion can be a powerful planning tool, the benefits depend heavily on an individual’s tax situation, retirement timeline, and long-term goals.

05/21/2026

Our contention in January 2024 was that the Chinese government’s intervention in the stock market was a watershed moment. Up until then, Beijing had seemed far more focused on ensuring the outperformance of the Chinese government bond market, which we had interpreted as a guarantee of CGB outperformance. That said, the policy shift toward equity markets has thus far not been detrimental to total returns on Chinese government bonds.

05/14/2026

Semiconductor stocks have become the market's clearest barometer for AI optimism — and lately, its fragility. After the SOX index surged nearly 70% from its late-March lows, a sharp pullback this week revealed growing tension between long-term enthusiasm and short-term concerns over valuations, macro pressures, and the sustainability of AI infrastructure spending. The story is no longer just about Nvidia, but about how large the entire buildout becomes — and whether the market can justify the expectations already priced in.

For much of the past two years, semiconductor stocks have occupied the center of the market universe. What began as an artificial intelligence infrastructure boom has evolved into one of the most concentrated momentum trades in recent memory. Investors who once viewed semiconductors as cyclical indu...

Address

1412 112th Avenue NE, Suite 100
Bellevue, WA
98004

Opening Hours

Monday	8am - 4pm
Tuesday	8am - 4pm
Wednesday	8am - 4pm
Thursday	8am - 4pm
Friday	8am - 4pm

Website

http://www.evergreengavekal.com/

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