Evercore Wealth Management
For almost 13 years, the very best investment returns came from some of the best-known components of the easiest-to-invest-in asset class. From the beginning of 2009 to the end of 2021, the larger the allocation to four companies – Alphabet/Google,…
Since ancient Mesopotamian farmers borrowed seeds with the promise to share their crop to pay off their debts, credit has supported economic growth. Trust, which is the Latin meaning of the root word cred, is the foundation of lending. The…
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. Here we speak with David Golub, President of Golub Capital, which makes loans to middle market U.S.…
Evercore Wealth Management today announced the promotions of Portfolio Manager Michael Kirkbride, Portfolio Manager Aldo Palles, and Wealth and Fiduciary Advisor Ross Saia to partner. Mr. Kirkbride is based at the Evercore headquarters in New York City; Mr. Palles and…
After a year in which longstanding economic and investment trends were turned on their heads, what’s next for the markets? Yesterday, Chief Investment Officer, John Apruzzese, and Head of Fixed Income, Brian Pollak, discussed our investment outlook, including our current…
Howard Cure, National Director of Municipal Bond Research, writes in “Mass Transit Systems: Lawmakers All Aboard (For Now)” that there may be opportunities for bond investors in this sector. However, he notes that questions remain around the long-term impact of…
We were delighted to welcome back Ambassador Dame Karen Pierce as a guest for our recent webinar.
The new SECURE Act 2.0 (Setting Every Community Up for Retirement Enhancement) includes some important provisions affecting high net worth individuals and families. Please see our recent publication linked here, “The Impact of the SECURE Act 2.0 on Retirement Accounts,”…
Deciding if, when, and how to transfer assets to children and grandchildren is one of the most important wealth management decisions families make.