Weekly Stock Market Update with EP Wealth Advisors Director of Portfolio Strategy - Adam Phillips, CFA®, CFP®
Often quoted in major national media, Adam is a Chartered Financial Analyst (CFA®), a CERTIFIED FINANCIAL PLANNER™ (CFP®), and has been included on the Forbes NextGen Best-in-State Wealth Advisors 2019 list. He is a member of the CFA Society of Los Angeles and the CFA Institute. Adam helps establish asset allocation strategy as a member of the EP Wealth Investment Committee, which supports all EP Wealth Advisors and their clients. The Committee’s top-down approach to portfolio construction begins with an outlook on the economy’s likely direction, followed by the implications for different economic sectors and asset classes. This culminates in strategic selection of the individual stocks, bonds, mutual funds or other investments deemed most appropriate for each individual client’s portfolio.
Market Update Topics for Week of November 30th
- Third wave of COVID and lockdowns
- Navigating a forward looking market
- Positive outlook in vaccine trials
- Fiscal Stimulus under a Biden administration
- Earnings growth and stocks
- Purpose of tax-loss harvesting
- What questions clients should be asking their EP Wealth Advisor
Have More Questions About the Market and Investments? Talk to an EP Wealth Advisor!
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