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This Independent Thinking® issue addresses the rising volatility in global markets, focusing on the evolving economic relationship and trade tensions between the United States and China. It examines the implications of China's slowing growth, U.S. fiscal deficits, and the impact of these trends on global investment strategies.
The journal provides insights on the importance of asset allocation, disciplined portfolio management, and planning for major life transitions such as business exits and retirement.
It also explores the role of illiquid investments in diversified portfolios and offers practical wealth planning strategies for individuals and couples.
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
