Staying the Course in a Changing World
The latest edition of Independent Thinking, published by Evercore Wealth Management and Evercore Trust Company, is now out.
In this edition, we discuss the uncertainties surrounding AI and geopolitics. China and the United States are competing for economic supremacy– and the leadership of the United States is redefining its role in the world and its relationships with longstanding allies.
We also cover a wide range of other topics, from how investors should manage embedded gains, to crossing generational gaps when it comes to talking about money, to financial advice for new couples
Please contact the editor of Independent Thinking, Aline Sullivan, with any questions or comments at [email protected].
Independent thinking®
VOLUME 55
Staying the Course in a Changing World
Staying grounded amid uncertainty with markets, AI and geopolitics is of the utmost importance. While the environment is unpredictable and rapidly changing, investors should keep a long-term perspective.
Families who succeed are those who define their goals clearly, build out strategic wealth plans, and maintain their investment strategies. Planning for the future is an ongoing, evolving effort, not a one-time exercise.
The best financial decisions come from open communication. This includes conversations among families, across generations, and between clients and their advisors.
While the firm embraces technological advances, we know that strong portfolios and wealth plans are built for humans by humans. Technology is a tool, not a replacement for trusted wealth management advice.
