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Volume 42 of Independent Thinking® by Evercore Wealth Management addresses the pressing financial concerns of 2021, focusing on the dual threats of rising inflation and potential tax increases.
The publication emphasizes that while headline risks are significant, disciplined diversification and long-term planning remain the best defenses for investors. It explores the nuances of today’s inflation compared to the 1970s, the complexities and growing popularity of sustainable (ESG) investing, and the evolving landscape of municipal bonds.
The issue also guides proactive tax planning and the use of directed trusts for complex family needs.
The message is clear throughout: thoughtful, ongoing planning and adaptability are essential for navigating an uncertain economic environment.
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
