Evercore Wealth Management
Editor’s note: Evercore Wealth Management supplements its core investment capabilities with carefully selected outside funds across the range of the firm’s asset classes, including illiquid assets such as private equity and real estate that have the potential for higher returns…
The vanguard of the Baby Boomers came of age at a challenging time in America; I turned 21 in 1968, a year in which none of us knew what would happen next. Now we’re coming into our old age during…
From shirtsleeves to shirtsleeves in three generations is a line that everyone knows – and for good reason. Empirical studies of economic mobility suggest that inherited wealth generally erodes with each generation. But it doesn’t have to be that way. Families…
In the previous edition of Independent Thinking, we focused on the role of the large-cap growth stocks in supporting the remarkable market gains since the lows of March. Here’s another way to think about stocks now – in directional quadrants,…
For as long as most investors can remember, portfolio construction has started with a 60% allocation to equities and a 40% allocation to bonds, with adjustments then made for those looking for more capital appreciation or preservation. This classic balanced…
Trying to time tax policy changes can be as risky as trying to time the market. While taxes may soon rise, proposals are nothing more than proposals and no one knows what form they will eventually take. In the interim,…
Editor’s note: The following is extracted from an Evercore Wealth Management paper, Got Munis? The Case for Bonds as States Adjust Budgets and a recent client webinar, Rumors vs Realities in the Municipal Debt Market: How Bad is It? All…
Why own bonds now, when rates are so low and states face significant fiscal challenges in managing the impact of COVID-19? While it’s difficult to argue that yields are attractive, Evercore Wealth Management Partner and Portfolio Manager Jim Holihan and…
Unexpected long-term care expenses can impact your overall financial plan. Our client webinar: We’ve Got This: Successful Aging Takes a Team features Jeff Maurer, Chairman of Evercore Wealth Management, Jennifer Tse, Evercore Wealth Management Wealth & Fiduciary Advisor, and Joanna…