Retaining Perspective in a Crazy World
A friend tells me that she now spends the evenings watching I Love Lucy reruns to take her mind off the news. I can think of worse coping mechanisms. The headlines are mostly grim, and I know that many of my…
Tag: Articles
All the Debt in China
If misery loves company, Americans should take comfort in knowing that other countries have similarly high debt burdens. Government debt in the United Kingdom and many European Union member states hovers around the U.S. levels, and Japan’s debt represents more…
Wealth Planning: Updates for Year-End 2023 and 2024
Editor’s note: Evercore Wealth Management released its legislative and regulatory guide in October to inform clients of end-of-year planning discussions in the context of overall wealth planning goals. Highlights and subsequent relevant IRS updates are included here. Please contact your…
2023 Year-End Wealth Planning Review
Several legislative and regulatory updates that may be worth considering this year, in the context of overall wealth planning goals. For instance, the SECURE 2.0 Act included adjustments to required minimum distributions and qualified charitable distributions. In addition, guidance issued…
Independent Thinking Panel: New Frontiers in Aging: Technology for Long and Happy Lives
Andy Miller, Head of AARP’s innovation Labs and AgeTech Collaborative, joined us for our latest webinar, New Frontiers in Aging: Technology for Long and Happy Lives.
Barron’s Ranks Evercore Wealth Management a Top 100 RIA Firm
Evercore Wealth Management was named to the Barron’s annual ranking of top 100 independent U.S. Registered Investment Advisors for 2023 (9/15/2023).
Our Market Outlook for Q2 2023
John Apruzzese, Chief Investment Officer at Evercore Wealth Management and Evercore Trust Company, provides insights on the changing economic landscape impacting the market. Please contact us at [email protected] for more information.
The Case for Active Investing
Eighty-four percent of portfolio managers underperform their benchmarks after five years, according to Standard & Poor’s. It seems like a damning statistic – and it can call into question the role of active managers in the first place. After all,…
Q&A with Jon-Paul Momsen of Harbert 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. Among those are the Harbert Management real estate funds, which invest in diverse mid-size multifamily, office, industrial…