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Evercore Publishes Independent Thinking Volume 52

The latest edition of Independent Thinking, published by Evercore Wealth Management and Evercore Trust Company, is now out.

The Magnificent Seven technology giants are arguably the most powerful companies ever built. And they continue to grow, outpacing the S&P 500. Is all this too much of a good thing? Can valuations remain at current levels much longer? How can investors balance exposure to these companies with developing opportunities in the broader market?

In addition to market concentration, we also consider several wealth planning topics in this issue, notably the reasons to appoint a corporate trustee, best practices for transferring wealth to the next generations, and considerations in selecting a charitable gifting vehicle. Click here to read our full publication.

Please contact the editor of Independent Thinking, Aline Sullivan, with any questions or comments at [email protected].