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Volume 46 of Independent Thinking® by Evercore Wealth Management provides insights into navigating volatile financial markets, heightened inflation, and a rapidly shifting economic landscape.
The publication discusses the implications of a strong U.S. dollar, strategies for investment positioning amid rising interest rates, and the benefits of tax-loss harvesting in a down market. It also addresses the importance of specialized planning for families with special needs and offers perspectives on aging and wealth.
The edition emphasizes resilience, adaptability, and the value of long-term planning in the face of uncertainty. The overarching message is one of maintaining perspective and leveraging opportunities even in challenging times.
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
