Diversified Strategies for Inflation, Taxes, and Sustainable Wealth
Volume 43 of Independent Thinking® by Evercore Wealth Management explores how investors can navigate rising inflation, evolving tax landscapes, and ongoing market optimism.
The publication highlights the importance of diversification as a natural hedge against inflation, while also examining the effectiveness of various asset classes, such as equities, real estate, and commodities, under inflationary pressures. It addresses the impact of ESG investing on portfolios, the outlook for municipal bonds, and the need for proactive estate tax planning amid potential legislative changes. The issue further discusses purposeful wealth planning, including using non-charitable purpose trusts.
This issue emphasizes options to prepare portfolios and plans for both current opportunities and potential future challenges.
Independent thinking®
VOLUME 43
Diversified Strategies for Inflation, Taxes, and Sustainable Wealth
Inflation Hedging and Portfolio Diversification – The issue emphasizes that a well-diversified portfolio incorporating equities, short-term bonds, real estate, and select private investments can provide effective protection against inflation, often outperforming traditional inflation hedges like gold or TIPS.
ESG Investing and Inflation – It explores the intersection of ESG (Environmental, Social, and Governance) investing with inflation, noting that while ESG transitions may create short-term volatility, they position portfolios for long-term sustainable growth.
Municipal Bonds and Tax Policy Outlook – The publication reviews the changing landscape for New York municipal bonds, considering leadership changes and the potential effects of higher taxes on municipal bond performance and investor strategy.
Estate Tax Planning Amid Uncertainty – With possible changes to estate tax laws on the horizon, the issue urges investors to act now and review strategies to minimize future tax liabilities and secure wealth transfer for future generations.
