From a big-picture view of your whole portfolio, to a focused look at the individual assets that comprise it, your investment statement offers a wealth of useful information. Here are some things to consider when you’re looking at those numbers. Investment Statement Overview The goal of the investment statement is to understand where your investments… Read more »

Because of my background in wine, some of my clients will ask me not only about traditional investments, but investing in wine itself. For that reason, Rebecca Lake of US News and World Report quoted me in her article, “Is the Time Ripe for Wine Investing?” It’s a fun read on a delicious alternative investment…. Read more »

Acquisition bolsters EP Wealth’s presence in San Diego and adds more than $400M in AUM TORRANCE, Calif. – June 4, 2018 – EP Wealth Advisors, LLC (“EP Wealth”), a leading independent registered investment advisor (“RIA”) that specializes in client-centric financial planning and investment management services, has announced its acquisition of Donnelly Wealth Advisors, Inc. (“DWA”)… Read more »

Chad Sinclair and Ryan Serrecchia will support firm’s acquisitions and organic growth plans TORRANCE, Calif. – May 22, 2018 – EP Wealth Advisors, LLC (“EP Wealth”), a leading independent registered investment advisor that specializes in client-centric financial planning and investment management services, has hired Chad Sinclair, CPA, FCCA, as its Chief Financial Officer, and has… Read more »

Local Advisor Gives Personal Financial Advice on New KHTS 98.1 FM – 1220 AM Radio Show in Santa Clarita SANTA CLARITA, Calif. (May 18, 2018) — Michael McGrath, MS, CFP®, CLU®, the host of Santa Clarita’s newest talk show, Your Money Path With Mike McGrath, will welcome Santa Clarita Mayor Cameron Smyth as his special guest… Read more »

TORRANCE, Calif.–EP Wealth Advisors, LLC (“EP Wealth”), a leading independent registered investment advisor that specializes in client-centric financial planning and investment management services, has named Patrick G. Goshtigian, CFA, President and Chief Executive Officer. Previously, Goshtigian served as President. In his expanded role, Goshtigian will be responsible for defining and executing on the firm’s strategic vision… Read more »

The deep bench of financial advisory talent at EP Wealth Advisors recently became even deeper with the new partnership with Millie Capital Management LLC (MCM), an independent registered investment advisory firm with offices in Reno, NV and Walnut Creek, CA. EP Wealth is delighted to welcome to our growing family Ross Millie, who founded MCM… Read more »

The Tax Cuts and Jobs Act that emerged from the conference of House and Senate Republicans and was signed into law by President Trump makes many significant changes to the nation’s tax code. Some are intended to be permanent, while others will expire after 2025 unless renewed. What’s in the new tax bill? And how… Read more »

LAFAYETTE, CALIF., (December 11, 2017) – EP Wealth Advisors, a fee-only registered investment advisory and financial planning firm managing more than $3 billion for clients as of August 31, 2017, has hired Gretchen Caldwell as a wealth advisor for its Lafayette, California office location. “After an initial career in technology, I realized I was passionate… Read more »

  End of Year Tax Planning – EP Wealth Advisors from EP Wealth Advisors on Vimeo. End of Year Tax Planning – EP Wealth Advisors from EP Wealth Advisors on Vimeo.

Quoted in the media As leaders in the field of wealth management, the principals of EP Wealth Advisors are frequently called upon to offer commentary on issues related to personal finance.   April 21, 2016 EP Wealth Advisors’ Regional Director Lynn Ballou, CFP® was recently quoted by CNBC. “Tax Planning is more about whittling over… Read more »

The neuroscience of mistakes Have you ever kicked yourself for making a good plan and then not sticking to it? Has it ever happened to you in the financial markets? For most people, the answer is yes to both. And that has a lot to do with how we biologically respond to financial events. Your… Read more »

The why of wealth Retirement planning is more than crunching numbers. It starts with dreaming, figuring out what aspirations are important to you and using those to define specific, observable goals. Because the reality is that if we’re not emotionally invested in our plans, we’re much less likely to stick to them. The upside of… Read more »