Evercore Publishes Independent Thinking, Spring 2018
Evercore Wealth Management has published the latest edition of Independent Thinking, the firm’s quarterly journal.
The issue weighs a number of competing factors in considering how much longer the bull market in U.S. stocks can run. Sky-high investor confidence and growing trade concerns are addressed, along with low inflation and other still-strong market fundamentals.
Also in this issue are articles on giving to heirs – how much and when; rethinking the retirement years by Evercore Wealth Management CEO Jeff Maurer, and the answers to frequently asked questions of trust beneficiaries . We discuss investing in China and Russia with GQG Partners, one of the firm’s external investment managers. And, since it’s that time of year, we share some financial advice for newlyweds.
Please contact the editor of Independent Thinking, Aline Sullivan, with any questions or comments at firstname.lastname@example.org.
IRS Circular 230 Disclosure:
Pursuant to IRS Regulations, we inform you that any U.S. Federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for (i) the purpose of avoiding IRS imposed penalties or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein. This information is provided for information purposes only and does not constitute financial, investment, tax or legal advice.
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