Market Outlook Highlight
John Apruzzese, Chief Investment Officer at Evercore Wealth Management and Evercore Trust Company, provides highlights of our investment outlook.
Tag: Articles
Q&A with Artisan International Value
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 Samra, a managing director of Artisan Partners and a founding partner of…
Market Outlook with Chief Investment Officer John Apruzzese
How should portfolios be positioned to withstand these tumultuous markets?
Evercore Publishes Independent Thinking, Volume 46
The latest edition of Independent Thinking, published by Evercore Wealth Management and Evercore Trust Company, is now out. In addition to our investment outlook, we address the strength of the U.S. dollar and its impact on the global economy, approaches…
Orienting in a Changing Investment Landscape
The 2020s have so far brought us some of the best times in the markets and some of the worst. As we look to 2023 and beyond, it’s worth taking stock and reviewing our asset allocation. There are plenty of factors…
Financial Planning: More Than Investing
There are two types of financial plans: the ones that sit in the back of a drawer (or the email box equivalent), and the ones that are regularly revisited and refreshed. We are proponents of the latter. Proper financial planning…
Aging with Attitude (and Gratitude)
If age is an attitude, then I feel pretty good. When I think back to my parents at this age, it seems to me that they were somehow much older than I am now. I’m more active, more engaged, and…
Special Needs Trusts: Protecting the Whole Family with Wealth Planning
Families facing addiction, autism and other physical, mental, and emotional health issues are not alone, even if it can feel that way at first. Over three million children in the United States, or almost 5% of the total, have some…
Tax-Loss Harvesting: A Silver Lining in a Down Market
Tax-loss harvesting means selling an investment at a loss to offset capital gains. Over the last 20 years, it’s been applied to stocks, which tend to be more volatile than bonds. But the recent and severe bond market dislocation has…