Evercore Wealth Management
The S&P 500 index of leading U.S. shares has risen over 50% faster than the rate of international markets in the eight years since the financial crisis – and for good reason. Early and aggressive monetary policies helped stimulate the…
Despite its wealth and educated work force, the State of New Jersey has struggled for years to balance its budget and address its embedded financial liabilities – particularly employee pensions. High quality but costly public schools, neglected infrastructure, and continually…
Editor’s note: Evercore Wealth Management supplements its core investment capabilities with carefully selected outside funds across the range of the firm’s asset classes.
I joined Evercore to build on this unique culture and to help the firm continue to grow in stature and respect.
Well-researched, investment-grade municipal and corporate bonds remain an important part of a balanced portfolio, even if market expectations of “Trumpinflation” come to pass. Bonds, unlike many other asset classes, are uncorrelated to equities and, in our view, should continue to…
Crack open the most effective portfolios and you’ll find both passive and active investments – and strategies that contain elements of both. Passive equity investments, which track an index such as the S&P 500, have earned their place through low…
The Patient Protection and Affordable Care Act, or ACA, remains, as Speaker of the House Paul Ryan observed, the law of the land. The Patient Protection and Affordable Care Act, or ACA, remains, as Speaker of the House Paul Ryan…
One thing we can be certain of at this still early juncture in the Trump Administration is greater uncertainty than many investors are accustomed to in the markets. We believe that well-researched, investment-grade municipal and corporate bonds remain an important…
In past issues of Independent Thinking, we have written extensively about private investors’ increasing interest in incorporating their Environmental, Social or Governance, or ESG, preferences into at least part of their equity investing mandates. Can these same ESG preferences be…