The latest edition of Independent Thinking, published by Evercore Wealth Management and Evercore Trust Company, is now out.
In this edition, we examine how surging artificial intelligence demand is reshaping the U.S. power landscape. We consider America’s lead in AI alongside China’s advantage in power capacity, the mix of energy sources needed to support growing data-center demand, and the opportunities and challenges that expansion creates for public power utilities.
We also explore “Opportunity Zones 2.0” and its expanded tax incentives and investment opportunities, making the case for maintaining meaningful international equity exposure as valuations and market leadership shift.
On the wealth planning side, we consider liquidity and tax planning for business owners preparing for a sale and discuss why financial plans should be revisited as markets, tax rules and life circumstances change, including the importance of maintaining adequate liquidity.
And we close with our chairman’s personal perspective on helping the next generation build resilience, take intelligent risks, and define success beyond financial achievement.
Please contact the editor of Independent Thinking, Aline Sullivan, with any questions or comments at [email protected].
