Evercore Wealth Management
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…
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. The firm now has the opportunity to invest in a diverse portfolio of mid-size multifamily, office, industrial…
We all struggle to predict the outcome of specific events, let alone the future in general. Once a result is known, whether it is the performance of the markets this year or the votes last year for Brexit and Donald…
For all the changes in bond market yields since the surprise election of Donald Trump, some important economic drivers haven’t changed. As the managers of customized portfolios with strong allocations to defensive assets, we know that it’s important to distinguish…
The results are in for statewide ballot initiatives in California and the impact is generally positive for the stability of the state’s fiscal position and credit quality.
As wealth managers, we are focused on meeting each client’s goals, plain and simple.