Resilience and Opportunity: Navigating Volatility, Inflation, and Wealth Planning
Volume 46 of Independent Thinking® by Evercore Wealth Management provides insights into navigating volatile financial markets, heightened inflation, and a rapidly shifting economic landscape.
The publication discusses the implications of a strong U.S. dollar, strategies for investment positioning amid rising interest rates, and the benefits of tax-loss harvesting in a down market. It also addresses the importance of specialized planning for families with special needs and offers perspectives on aging and wealth.
The edition emphasizes resilience, adaptability, and the value of long-term planning in the face of uncertainty. The overarching message is one of maintaining perspective and leveraging opportunities even in challenging times.
Independent thinking®
VOLUME 46
Resilience and Opportunity: Navigating Volatility, Inflation, and Wealth Planning
The Strong U.S. Dollar: Global Implications – This section analyzes the recent surge in the value of the U.S. dollar, exploring its benefits for American consumers and travelers and its negative consequences for multinational companies, U.S. trading partners, and emerging markets with high dollar-denominated debt.
Investment Strategies in a Changing Landscape – Guidance is provided on asset allocation and portfolio management amid inflation and rising interest rates, with an emphasis on maintaining diversified investments and focusing on long-term goals despite market volatility.
Tax-Loss Harvesting Opportunities – The publication highlights how investors can use tax-loss harvesting to offset gains and improve after-tax returns during market downturns, turning short-term losses into long-term financial advantages.
Special Needs Trusts and Family Planning – A dedicated article explains the complexities of planning for family members with special needs, stressing the importance of assembling the right advisory team and utilizing specialized trusts to protect and provide for vulnerable loved ones.
