Perspectives & News


February 26, 2014

John Apruzzese: "Investing at High Altitudes"

Evercore Wealth Management CIO John Apruzzese discusses the firm's current investment outlook. more >
January 21, 2014

Howard Cure: California - First in Pension Reform?

Californians need never be bored. There is almost always a pending referendum to argue about. Since the state constitution was opened to amendments by the people in 1911, over 300 have come to a vote, ranging from the sublime to the ridiculous. For municipal bond investors, this time it's personal. more >
October 10, 2013

Howard Cure: California in Context: Head West, Young Bond Investor

California has made significant progress over the past three years on its path to fiscal stability, including balancing its budget while projecting to reduce its backlog of obligations to local governments and agencies by 84.5%. The state is not entirely out of the woods, as its history of undisciplined spending has undermined many a prudent fiscal plan, and its local municipalities remain at risk. more >
The Aging Baby Boomer - Managing on Your Own Terms
By Jeff Maurer

Podcast: Chris Zander: Wealth Planning: "It's Complicated Now"
Please click here to view.

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