Advisors

11/19/25

Economic & Market Overview Equity and fixed-income markets have delivered a strong performance year-to-date. As of November 4, 2025, the S&P 500 is up 15.6%, the Dow Jones Industrial Average

10/09/25

With the “Magnificent Seven” (Nvidia, Microsoft, Apple, Amazon, Meta, Google, and Tesla) now making up roughly 35% of the S&P 500, a few new considerations have entered our thinking. Historically,

08/19/25

Economic & Market Overview Equity and Fixed Income Markets have rebounded to a strong level YTD with the S&P 500 increasing 9.62% YTD and the Aggregate Bond Market jumping 4.91%.

07/02/25

The best celebrations bring people together in fellowship, offer moments of reflection, spark meaningful conversations, and create joyful memories. I hope you enjoy what we should all consider a special day,

01/08/25

Market update interview with Lead Manager Stephen Hanley.

08/28/24

Strategy and Allocation Overview Reports

08/09/24

Join Steve and Andrew as they discuss Evergreen’s International Strategy

07/12/24

A look into management’s thinking around semi-conductors and specific selection of AVGO and not selecting NVDA in 2022 and what we are thinking now.

05/15/24

One line here.