Evercore Publishes Independent Thinking, Volume 46
The latest edition of Independent Thinking, published by Evercore Wealth Management and Evercore Trust Company, is now out.
In addition to our investment outlook, we address the strength of the U.S. dollar and its impact on the global economy, approaches to tax loss harvesting, intergenerational wealth planning strategies in a rising – but still relatively low – interest rate environment, and considerations in funding a special needs trust.
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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