2025 Market Review and Outlook
Domestic and international stocks, along with core bond indices and gold, started the year strong, with the S&P 500 reaching an all-time high on January 9, 2026. While valuations are high, they are not unreasonable. Investors continue to focus on the prospect of lower interest rates and corporate adoption of AI. Questions remain, and we address […]
Independent Thinking Panel: The Annual Investment & Planning Outlook
In our latest investment outlook webinar, Chief Investment Officer John Apruzzese and Partners Brian Pollak and Justin Miller shared our views on current opportunities and challenges in the current environment If you would like to view the replay, please contact us at [email protected].
Q3 2025 Market Review and Outlook
Domestic and international stocks, along with core bond indices and stores of value, like gold, climbed this past quarter, despite continued political and economic policy uncertainty. The U.S. economy is in good shape, companies are reporting solid earnings, and investors remain focused on the potential for two major positives – lower interest rates and higher/faster […]
Evercore Wealth Management Names Kait Oliveira as Managing Director, Portfolio Manager
Evercore Wealth Management today announced the appointment of Kait Oliveira as Managing Director and Portfolio Manager. She advises ultra high net worth families, business owners, financial professionals, and senior corporate executives, delivering tailored investment strategies that integrate disciplined portfolio construction with deep investment analysis, to help clients grow and preserve wealth across generations. Ms. Oliveira […]
Forbes Ranks Evercore Wealth Management a Top RIA Firm
We’re proud to share that Evercore Wealth Management has been named to the 2025 Forbes Top RIA list (10/01/2025). This recognition reflects our team’s unwavering commitment to stewarding our clients’ wealth and providing trusted advice across generations. Discover more about our mission to help high net worth individuals, families, and institutions achieve their goals with […]
Barron’s Once Again Ranks Evercore Wealth Management a Top 100 RIA Firm
Evercore Wealth Management was once again named to the Barron’s Advisor annual ranking of top 100 independent U.S. Registered Investment Advisors for 2025 (9/12/2025). This achievement reflects not only the hard work and dedication of our colleagues, but also the trust and partnership of our clients. At Evercore Wealth Management, we are committed to delivering […]
Evercore Wealth Management Ranked by Financial Advisor as a leading Registered Investment Advisor
Evercore Wealth Management is again ranked among the leading Registered Investment Advisors (RIAs) for 2025 by Financial Advisor (7/11/25). This recognition reflects our unwavering commitment to serving our clients with integrity, transparency and personalized financial guidance. If you would like to learn more about our firm, please contact us at [email protected].
Taxes, Tariffs, and a Tumultuous Quarter – Q2 2025 Market Update
The passing of the One Big Beautiful Bill Act on July 4 largely extended existing tax policy, putting one market uncertainty to rest, while doing little for the deficit. Trade policy remains a wild card, with President Trump back on the tariff trail. Investors are also focused on the economy and corporate earnings, which remain […]
Evercore Wealth Management Expands San Francisco Office with Appointments of Ryan Fox, Flavia Araujo Trento, Brandon Frandsen and Winnie Yam
Evercore Wealth Management today announced the expansion of the firm’s San Francisco office with the appointment of Ryan Fox, Flavia Araujo Trento, Brandon Frandsen and Winifred (Winnie) Yam. All four join Evercore from Silicon Valley Bank, a division of First Citizens Bank, and earlier worked at Northern Trust. “This is an exciting development for our […]
Independent Thinking Speaker Series: Our Investment Outlook
In our latest investment outlook webinar, Chief Investment Officer John Apruzzese and Partners Brian Pollak and Charlie Ryan shared our views on the current economic uncertainty and market volatility, along with strategies for meeting long-term wealth goals. If you would like to view the replay, please contact us at [email protected].
