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This Independent Thinking® issue reflects on the decade since the Great Recession, highlighting the lessons learned and the importance of preparing for an evolving investment landscape over the next ten years.
The edition underscores the value of long-term investing, disciplined diversification, and realistic market expectations amid subdued global growth and shifting geopolitical dynamics. It discusses the challenges of predicting and preparing for recessions, the growing relevance of responsible investing, and the complexities of choosing the right wealth advisor.
Additional features include an interview on clean energy investing and practical advice for managing life's major transitions and adapting to a changing wealth environment.
Investment and Wealth Management services are provided by Evercore Wealth Management, LLC an investment advisor registered with the U.S. Securities and Exchange Commission (the "SEC") under the Investment Advisers Act of 1940. Registration with the SEC does not imply a certain level of skill or training. Trust and custody services are provided by Evercore Trust Company, N.A. a national trust bank regulated by the Office of the Comptroller of the Currency.
Client retention rate is based on data from 06/30/24 – 06/30/25. Assets under management are as of 06/30/25
