BLOGS

FEATURED INSIGHT

The Role of Luxury Real Estate in a High-Net-Worth Portfolio

Learn how luxury real estate may fit into a high-net-worth portfolio,...

Subscribe and Stay Current with EP Wealth's Insights

Personal healthcare costs are expected to increase an average of 5% annually in the U.S. in the...

Generational wealth describes the financial assets — cash, investments, property, and businesses —...

EP Wealth advisors can help you understand some risks related to market, credit, liquidity,...

A 529 college savings plan is a simple, straightforward tool to save for your child’s education....

Providing your kids a college education is a top priority for many parents. There’s just one...

Navigating the entrepreneurial landscape requires one to take on multiple roles - from the CEO's...

For families in America, funding a college education is the second largest expense next to owning a...

Family inheritance: it's one of those taboo dinner table topics, like sex, religion and politics,...