Got Munis? The Case for Bonds as States Adjust Budgets

Why own bonds now, when rates are so low and states face significant fiscal challenges in managing the impact of COVID-19? While it’s difficult to argue that yields are attractive, Evercore Wealth Management Partner and Portfolio Manager Jim Holihan and…

We’ve Got This: Successful Aging Takes a Team

Unexpected long-term care expenses can impact your overall financial plan. Our client webinar: We’ve Got This: Successful Aging Takes a Team features Jeff Maurer, Chairman of Evercore Wealth Management, Jennifer Tse, Evercore Wealth Management Wealth & Fiduciary Advisor, and Joanna…

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