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Volume 43 of Independent Thinking® by Evercore Wealth Management explores how investors can navigate rising inflation, evolving tax landscapes, and ongoing market optimism.
The publication highlights the importance of diversification as a natural hedge against inflation, while also examining the effectiveness of various asset classes, such as equities, real estate, and commodities, under inflationary pressures. It addresses the impact of ESG investing on portfolios, the outlook for municipal bonds, and the need for proactive estate tax planning amid potential legislative changes. The issue further discusses purposeful wealth planning, including using non-charitable purpose trusts.
This issue emphasizes options to prepare portfolios and plans for both current opportunities and potential future challenges.
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
