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This Independent Thinking® issue explores the challenges and opportunities of managing investment portfolios amid buoyant but increasingly volatile markets. It discusses the risks of market peaks, the potential for inflation or recession, and the impact of rising geopolitical tensions, especially in U.S.-China trade relations, on global markets.
The publication provides insights on maintaining a disciplined, diversified investment approach and highlights specific regional concerns, such as fiscal and tax issues facing New York, New Jersey, and Connecticut.
Other areas of the issue offer practical guidance for trust beneficiaries and financial planning for young couples, emphasizing the importance of adapting strategies to life's transitions.
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
