Evercore Wealth Management
Editor’s note: Chris Zander takes over at the start of 2020 as CEO of Evercore Wealth Management and Evercore Trust Company. He is a founding partner and leads strategic wealth planning and trust and fiduciary services, working directly with clients…
Is there still a case for owning bonds? Some investors don’t think so, asserting that low interest rates mean that the traditional 60% stock/40% bond portfolio is dead in this low interest rate environment – stocks and alternative investments, such…
The United States is running a $1 trillion – and widening – deficit. That’s despite a robust economy and a 10-year bull market, now the longest on record. But even as new debt piles up on top of old, investors…
Private real estate has long been the preserve of institutional investors, with allocations to the asset class growing to all-time highs this year.1 Now, high net worth investors have taken notice and are moving into the space. Recently enacted tax…
Many investors are understandably questioning the merits of value investing. For 10 years, the approach – picking stocks that appear to be trading for less than their perceived intrinsic value – has failed to keep pace with investing for growth.…
As deficits expand, driving up government debt in the United States and elsewhere, a radical theory is gaining traction in Washington, including among members of Congress, even as mainstream economists dismiss it as unfeasible or downright dangerous. Modern Monetary Theory,…
As the cost of an education at a private college continues to outstrip inflation1, funding a 529 plan can make good sense. However, investors will want to first examine both the tax advantages and the constraints, as well as the…
Thomas Robert Malthus predicted in his 1798 An Essay on the Principle of Population that human population, about one billion at the time, would soon begin to double every 25 years, eventually causing global food shortages. The population has since…
A growing labor force is one of only two drivers of real economic growth (the other is productivity) and it can be forecast into the future with a much higher degree of certainty than most economic variables. After fairly consistent…