Revisiting Asset Allocation: Building Resilient Portfolios for All Market Environments
If 2022 exposed cracks in your 60/40 portfolio, you’re not alone. When stocks and bonds fell together, traditional diversification failed. Here’s how smarter portfolio asset allocation can build resilience across inflation shocks, recessions, and market crises.
Everest Annual Newsletter: December 2025
This year proved that proactive planning matters. Our team delivered expanded tax strategy options, new private market access, stronger downside protection, and greater portfolio flexibility. We share these updates—and a few milestones—in our annual newsletter, built to give you clarity for what’s ahead.
Welcome to Our New Team member, Bong-Seok Choi
We’re excited to share two major updates: our new name—Everest Private Wealth—and the addition of Bong-Seok Choi to our team. Together, we’re elevating how we help families grow, preserve, and transfer wealth. Read more here.
Welcome to Our New Team Member, Larry Swedroe
We’re excited to welcome Larry Swedroe—renowned author and investment expert—to Everest as an investment consultant. Larry’s decades of experience in portfolio construction and market research will strengthen our ability to help clients make smarter, more informed decisions.
Everest Recognized by the Financial Press
Big news at Everest! We’re honored to be recognized by AdvisorHub as one of the 2025 “Advisors to Watch” (#83 nationally!) and by Financial Advisor Magazine as the #2 fastest-growing firm in the $250M–$500M AUM category.
How to Navigate Volatility in the Markets
Market swings driven by new tariffs are stirring investor anxiety, but staying grounded is key. In our latest post, we revisit core investment principles and how to navigate uncertainty with confidence.
The S&P 500: Pros and Cons
Relying solely on the S&P 500? While its past performance is impressive, concentration and valuation risks can create major setbacks. Diversification is key to weathering market downturns and pursuing your long-term financial goals.
Everest Annual Newsletter: December 2024
We’re proud to share how 2024 has been a year of growth and success. Thank you for trusting us with your financial journey. Here’s to continued growth and opportunity in 2025!
Maximize Giving Potential and Support Your Favorite Charity
By Ranga Srinivasan and Ramprasad Satagopan As financial advisors in Cupertino, CA, Everest strives to provide guidance and education on wealth management matters. We hope this article sheds some light on your questions and concerns. Giving back to your favorite cause can be a rewarding experience, both emotionally and financially. When ready for charitable giving, […]
Understanding and Mitigating Capital Gains Taxes in Household Portfolios
By Ranga Srinivasan and Ramprasad Satagopan As financial advisors in Cupertino, CA, Everest strives to provide guidance and education on wealth management matters. We hope this article sheds some light on your questions and concerns. Taxes in various forms (capital gains, ordinary income, at both the federal and state level, as well as estate taxes) […]