Evercore Publishes Independent Thinking, Volume 39

How is the stock market so resilient? That’s one of the questions considered in this second special electronic-only edition of Independent Thinking, the journal of Evercore Wealth Management and Evercore Trust Company. We explore a number of investment and planning strategies during the continuing COVID-19 pandemic. Features include Chris Zander’s CEO column, John Apruzzese’s current […]
Finding Common Ground in a Divided America: A Discussion with Jonathan Haidt

Divisions in American society have always run deep. Our client webinar Finding Common Ground in a Divided America: A Discussion with Jonathan Haidt features the best-selling author of The Righteous Mind: Why Good People are Divided by Politics and Religion and co-author of The Coddling of the American Mind: How Good Intentions and Bad Ideas […]
Thriving in a Digital Age: A Primer (and More) on Moving Your Financial Life Online

The shift to digitized personal finance is rapidly accelerating, leaving many with urgent questions on how to make the best of the new digital normal. Our client webinar: Thriving in a Digital Age: A Primer (and More) on Moving Your Financial Life Online, is led by Evercore Wealth Management’s Chairman Jeff Maurer, Portfolio Manager Jonathan […]
Stranger Than Fiction: A Conversation with Steven Brill and Paul Steiger

Stranger Than Fiction: A Conversation with Steven Brill and Paul Steiger, a client webinar hosted by Evercore Wealth Management on June 9, 2020, explored the drivers of misinformation and disinformation, and their potential impact on our health, our political process, and society. Steven Brill is the co-founder and co-CEO of News Guard, the founder of […]
John Apruzzese on Active Investing: Barron’s

It’s a challenging but opportune time for active investors, Evercore Wealth Management Chief Investment Officer John Apruzzese told Barron’s. The dominance in the S&P 500 by the big tech stocks is an important consideration in asset allocation and portfolio management. Barron’s subscribers can view the article here.
Now and Next: A Webinar Series with Futurist Andrew Zolli on Resilience & Recovery

What are the long-term consequences of the Covid-19 pandemic? What choices we will make on the road to global recovery? In the second of the series, Now and Next: A Webinar Series with Futurist Andrew Zolli on Resilience & Recovery, we considered a structural frame work for a post-COVID world, including our relationship with climate, […]
College & Covid: a Q&A for Families

Taking a gap year is an attractive alternative to starting college online, but to use this strategy effectively, it’s important for students to develop an authentic, practical project. To learn more about our recent client webinar: College & Covid: a Q&A for Families, and other educational programs at Evercore Wealth Management please contact us here.
New York Small Business Programs Underfunded: Howard Cure in the New York Times

“The New York City small business contingency program is too small to make much of a difference for the surge of businesses suddenly in need as a result of the COVID-19 mandatory shutdowns,” said Howard Cure, director of municipal bond research at Evercore Wealth Management, in an interview with the New York Times. “It’s just so […]
Now and Next: A Webinar Series on Resilience & Recovery

Evercore Wealth Management’s client webinar on April 21: Now and Next: A Webinar Series on Resilience & Recovery featured Andrew Zolli, futurist and co-author of the novel Resilience: Why Things Bounce Back. Andrew discussed key resilience factors, and suggested cogitative and strategic approaches to maintaining resilience during the COVID-19 pandemic. The webinar was also moderated by Jewelle Bickford, […]
The Long Road to Recovery: Highlights from the Evercore Wealth Management Investment Webinar

Recent gains in the markets provide a real opportunity to re-assess wealth plans to make sure they reflect individual needs and risk tolerance. That was the view at the Evercore Wealth Management Webinar, The Long Road to Recovery, on April 16, 2020. CEO Chris Zander moderated a panel led by Chief Investment Officer John Apruzzese and […]