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Volume 41 of Independent Thinking® by Evercore Wealth Management examines the evolving investment landscape in the wake of the COVID-19 pandemic and unprecedented government stimulus.
The publication discusses the disconnect between high asset prices and low yields, the complex nature of inflation, and the importance of productivity growth in justifying current market valuations. It provides insights into the potential impact of further fiscal stimulus, the role of diversification-including illiquid assets-and the need for ongoing, individualized portfolio management.
The issue also addresses forward-looking planning topics such as preparing for progressive tax changes, business transaction strategies, and preserving family properties and the arts.
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
