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Volume 40 of Independent Thinking® by Evercore Wealth Management explores the need for investors to reassess traditional portfolio strategies in the wake of historically low bond yields and the economic disruptions caused by the COVID-19 pandemic.
The publication highlights the limitations of the classic 60/40 portfolio and advocates for broader diversification into alternative asset classes, including private markets and credit strategies. It also examines the continued relevance of municipal bonds, despite fiscal pressures on states, and the importance of active management and careful credit analysis in the current environment.
Beyond investment strategy, the issue addresses multigenerational planning, proactive wealth strategies ahead of potential tax increases, and aging challenges for individuals and families.
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
