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

10/29/2026

As the year draws to a close, now is the time to make sure your financial plan and tax strategy are aligned before December 31. Below is our updated 2026 Year-End Financial Planning Checklist, reflecting current contribution limits and key planning thresholds.

10/23/2026

Two weeks ago, the case was made that the worst bond bear market since the 1970s was due for a tactical reprieve because investors were overestimating the Fed rate hikes ahead. By good luck, the market turned that same day. The 10-year yield peaked at 5.31% on October 6, fell to 5.09% by last Friday as Fed comments proved less hawkish than expected, and rebounded slightly on Monday.

Exactly two weeks ago, I argued that the worst bear market for bonds since the 1970s was due for at least a tactical reprieve because investors were overestimating the number of Federal Reserve rate hikes likely in the year or so ahead. By sheer good luck, the US bond market turned on that very day....

10/15/2026

Heading into the fourth quarter, investors face a market sending mixed signals. The U.S. economy remains resilient, with steady consumer spending, heavy business investment in AI, and equity markets that have performed well overall. At the same time, the Fed recently raised interest rates, bonds have sold off sharply since the summer, and inflation remains elevated. In this update, Chief Investment Officer Jeff Dicks examines the data behind these competing narratives, shares what he is watching most closely, and explains how that outlook shapes the way we design and manage portfolios.

The J-curve isn't disappearing but managing it now takes more than patience. It takes access across the full life cycle of private assets and the judgment to know when each one fits.

10/08/2026

For decades, private-market investors accepted a tradeoff: they gave up liquidity in exchange for the potential for attractive long-term returns. A typical private equity commitment could take years to produce meaningful distributions, as capital was called gradually and investors waited for exits, often through an acquisition or IPO, to realize their gains. The result was the familiar “J-curve,” with negative cash flows in the early years followed by distributions later in the investment’s life.

For decades, investing in private markets required investors to accept a fundamental tradeoff: in exchange for the potential for attractive long-term returns, investors surrendered liquidity and patience was rewarded.

10/01/2026

The AI investment boom faced fresh scrutiny after Anthropic's CEO called for his company and others to slow AI model development pace to ensure safe deployment — a call quickly echoed by the heads of OpenAI and xAI. Since these labs are among the heaviest consumers of compute, the remarks stoked concerns about the outlook for AI capital spending.

The artificial intelligence investment boom came under renewed threat Saturday when Anthropic’s chief executive argued that his company and others should “slow the pace” of AI model development to ensure safe deployment, a call quickly endorsed by the leaders of two other frontier labs, OpenAI...

09/25/2026

For many individuals, charitable giving is an important part of financial and estate planning. A Qualified Charitable Distribution (QCD) can be a particularly tax-efficient way to support the organizations you care about. Understanding how and when to use a QCD can be an important part of a broader wealth planning strategy.

For many individuals, charitable giving is an important part of financial and estate planning. If you are age 70½ or older and have assets in a Traditional IRA, a Qualified Charitable Distribution (QCD) can be a particularly tax-efficient way to support the organizations you care about. For high-ne...

09/17/2026

The Fed raised interest rates this week for the first time since 2023 — and markets shrugged it off, rallying right back to where they started. The more interesting question is what's next: policymakers are signaling more hikes could be on the way. We're breaking down what it means for stocks and bonds from here.

The Federal Reserve raised interest rates on Wednesday for the first time in three years, moving decisively against President Trump's public demands for cheaper borrowing costs. The decision marks the first major policy move of new Fed Chief Kevin Warsh's tenure, who took office in late May, and set...

09/10/2026

Apple just unveiled its first foldable iPhone. But is Apple's keynote still the clearest signal of where technology is headed next? From AI to robotics to wearable tech, more companies than ever are racing to shape what's next.This piece breaks down what still matters.

Apple has arguably produced the most consequential consumer technology since the turn of the millennium. It's hard to understate how quickly the world changed after the iPhone launched in 2007. Ever since, the world has looked at Apple events as a signal for how hardware and software are evolving an...

09/03/2026

For decades, Big Tech's playbook was simple: spend little, generate massive cash flow, let share prices follow. That playbook is being rewritten. As the hyperscalers pour capital into AI infrastructure, free cash flow is shrinking — and where that trajectory goes next will shape returns for years to come. This piece lys out four possible paths, from a golden era of AI-driven profits to a leveraged unwind if the bet doesn't pay off.

The big US tech companies, including Amazon, Meta and Alphabet, have long commanded investors’ attention. For years, their business model of rapid innovation, low capital expenditure and strong cash flows allowed their share prices to perform well almost regardless of the investment climate—gene...

08/27/2026

Retirement is one of the most significant financial transitions you'll experience, and a successful one depends on coordinating decisions — income, taxes, healthcare, and estate planning — that are easy to address separately but work best planned together. This piece covers a checklist for building a well-coordinated retirement plan, since small choices in one area can ripple into another. Starting early gives you more flexibility down the road.

Retirement is one of the most significant financial transitions you will experience. A successful retirement requires coordination across income planning, taxes, healthcare, estate planning, and your vision for the years ahead.

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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