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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.

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...

05/07/2026

This week, we're sharing a conversation between Louis-Vincent Gave and Wilfred Frost on The Master Investor Podcast. They explore the evolving macro landscape through the lens of geopolitics, energy security, inflation, and trade, examining how recent developments may reshape supply chains, capital flows, and the balance of economic power across the U.S., Europe, and China. We hope you enjoy.

This week, we’re sharing a recent conversation between Louis-Vincent Gave and Wilfred Frost on The Master Investor Podcast. The discussion explores the evolving global macroeconomic landscape through the lens of geopolitics, energy security, inflation, capital markets, and international trade. Lou...

04/30/2026

Inheriting an IRA can be valuable, but recent rule changes have made it more complex. The SECURE Act significantly shortened distribution timelines for many beneficiaries, increasing the importance of thoughtful tax planning. Understanding these rules is key to making smart decisions and preserving the value of what you’ve inherited.

Inheriting an IRA is more complex than it was just a few years ago. The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in 2019, fundamentally changed the rules governing inherited retirement accounts, particularly for non-spouse beneficiaries. These changes introduc...

04/23/2026

The S&P 500’s recent surge has been nothing short of remarkable, especially given the backdrop of rising energy prices, higher bond yields, and escalating geopolitical tension. Rather than pulling back, markets have pushed higher, seemingly brushing off risks that would typically weigh on equities. This disconnect raises a key question: is the rally signaling resilience, or overlooking risks yet to surface?

The S&P 500 index has now risen for 12 consecutive days. The 11% gain recorded since its recent March 30 low is in the 99th percentile for 12-day returns. In short, it has been quite a rally. Perhaps most impressive is that the S&P 500 is now back above its February 27 level, when the Iran war start...

04/16/2026

Hardware has long been venture capital’s ugly duckling. Why? Software has historically offered the cleaner economic model: lower upfront capital requirements, higher gross margins, and recurring revenue. But the market is starting to pay less for theoretical capital efficiency and more for defensibility due to the emergence of Artificial Intelligence.

04/08/2026

Our Q2 Quarterly Market Update analyzes the far-reaching impacts of the Iran conflict on commodities, equities, and interest rates. Beyond assessing market volatility, we identify emerging strategic opportunities as well as sectors where we are reducing exposure. We conclude with a forward-looking outlook on the conflict’s trajectory and its anticipated influence on global financial markets.

The Q2 2026 Quarterly Market Update analyzes the far-reaching impacts of the Iran conflict on commodities, equities, and interest rates. Beyond assessing market volatility, we identify emerging strategic opportunities as well as sectors where we are reducing exposure. We conclude with a forward-look...

04/02/2026

Washington’s 2026 legislative session introduced meaningful tax changes that reshape the planning landscape for high-net-worth individuals. The state has rolled back its recently increased estate tax rates, reducing the top rate from 35% to 20%, while simultaneously introducing a new 9.9% “millionaire tax” on high-income earners. Together, these updates reflect a shifting approach to wealth taxation in Washington, creating both new opportunities and added complexity for long-term financial and estate planning.

https://ow.ly/Yfn450YCvkB

The 2026 Washington state legislative session brought significant tax changes in Washington, many of which have now been signed into law by Governor Bob Ferguson. These updates will directly impact high-net-worth individuals and families. In 2025, Washington increased the top estate tax rate from 20...

03/26/2026

Market dynamics can shift quickly in response to geopolitical conflict, and the closure of the Strait of Hormuz is a clear example of how disruption can ripple far beyond its source. While much of the focus has centered on oil, the reality is that supply chain shocks across natural gas, fertilizers, and global trade flows are just as consequential. These disruptions rarely impact markets evenly - some sectors benefit while others face mounting pressure - creating a constantly evolving landscape of winners and losers.

Most of the financial reporting on the Strait of Hormuz closure has focused on oil. There are obvious reasons for this, starting with the fact that economic activity, as we never tire of saying, is simply “energy transformed”. Looking back through post-World War II history, one can find many exa...

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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