Editors' Picks:

Your Volatility Survival Guide: Five Things to Remember When the Market Drops

Your Volatility Survival Guide: Five Things to Remember When the Market Drops

Posted on August 10, 2018

When Markets Get Volatile, Here’s How to Get Real You can’t always tune out the news. But as an investor, it’s always worthwhile to keep the headlines in perspective. Especially when market volatility confronts you with a nonstop barrage of stories, statistics, and opinions that make you think the sky is falling. To avoid making… Read more »

Financial Organization – 5 Easy Areas to Simplify (and Improve) Your Financial Life

Posted on April 10, 2018

While on maternity leave, I had some extra time to read and tackle projects that had been on my mind. A friend recommended the book The Life-Changing Magic of Tidying Up: The Japanese Art of Decluttering and Organizing by Marie Kondo. In the book, Marie takes you through her process to declutter your home. I… Read more »

What to Expect from The Nation’s New Tax Law

What to Expect from The Nation’s New Tax Law

Posted on December 22, 2017

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 »

Financial Preparedness for Maternity Leave

Posted on August 22, 2017

As a full-time working mother who is preparing for maternity leave for my second son, I felt this was a good time to reflect on the true financial impact women face when taking time off from work to care for a newborn, and the important to-do’s to keep your financial life in good order. Since… Read more »

Money Inc.: 4 Money Lessons from Game of Thrones

Posted on August 21, 2017

Being a financial advisor, I can’t help but look at how movies, tv shows , and books use money in their stories. I’m always looking for the good ones, and funny enough, Game of Thrones addresses money in some of the most sophisticated ways possible. I wrote an article for Money, Inc. on this very… Read more »

Planning Your Estate: A Checklist for Your Family Survivors

Posted on January 17, 2018

Keeping your important family documents in good order for your heirs is truly a gift to them. It can save your children hours of frustration having to play detective to piece everything together during a time that may also be very emotionally difficult. While this may take some work up front on your part, having… Read more »

Coping with the Death of a Spouse: How to Build Your Personal and Professional Support Group

Posted on June 6, 2017

The unbelievable grief you face when a spouse dies is often crushing. It is important to surround yourself with those you trust and who have your best interest at heart as you work through this very difficult time of your life. The following ideas will help you develop your grief support group – both personal… Read more »

What is Succession Planning: Everything You Need to Know

Posted on May 22, 2017

It takes a forward-looking individual to launch and build a small business—someone with a rock-solid commitment to investing time and money in an organization based on its potential for future rewards. So it’s a bit ironic that, according to the Small Business Administration, only 30 percent of small-business owners have done any succession planning, let… Read more »

Choosing the Right Financial Advisor

Choosing the Right Financial Advisor

Posted on May 16, 2017

When choosing a financial advisor, the best first step is to determine what kind of help you need. Do you need help with budgeting, life insurance, investment management, overall planning, or some other part of your financial life? Determining this upfront, you can narrow down the type of advisor you need to work with. The… Read more »

Trump’s Tax Plan for 2017: What Should Investors Expect?

Trump’s Tax Plan for 2017: What Should Investors Expect?

Posted on January 24, 2017

President Trump has proposed several key tax changes that could affect the retirement outlook for savers. But the realities of Washington politics mean that any comprehensive Trump tax plan is a work in progress. Specific Trump tax policy, as well as a broader Trump economic plan, will take shape over the months ahead. Based on… Read more »

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How to Transition to Retirement – Strategies for Managing Investments

Posted on December 19, 2016

You’ve been investing for decades, looking ahead toward the steadily approaching goal of a secure transition to retirement. But unlike a race that’s a sprint to the finish, this is a journey requiring significant strategic thinking and decision-making well before you make the transition from accumulating assets to spending them to support your desired lifestyle…. Read more »

2016 Year End Tax Planning

2016 Year End Tax Planning

Posted on November 30, 2016

  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.

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How Much to Save for Retirement

Posted on November 28, 2016

The question “How much do I need to retire?” has prompted many a Google search, yielding general rules and formulas useful for starting a productive conversation. Unfortunately, though, general rules of thumb on how much needed to retire aren’t sufficient when it’s time to build an actionable plan. This is because retirement planning, like all… Read more »

What Is Phishing – Common Email Phishing Scams and Attacks

Posted on August 30, 2016

With the ever growing threats of viruses, malware, and ransomware targeting the financial industry as of late, I just want to remind everyone how easy it is for cyber-criminals to bypass regular anti-virus solutions with a process called Phishing. Here are some tips and pointers on some other subjects too that pertain to our industry…. Read more »


Understanding Investor Jargon: Financial and Investment Terms

Posted on July 23, 2016

At a time when investor distrust is already high, many advisors continue to use confusing jargon, which only intensifies the general public’s. As Vice President of EP Wealth Advisors, I’m aware some advisors throw around such jargon because they feel it actually may make them appear smarter.  Whether they understand it or not is another… Read more »

Steps for Pre-Retirement

Posted on August 3, 2016

The idea of waking up late on a Tuesday morning and having nothing to do other than lunch with a friend and/or a long hike sounds like a pipe dream when we are in our 20s and 30s.  If we were smart enough then (or had proper guidance advice), we would have started saving then–at… Read more »

A Life Fully Lived – Featuring the Incomparable and Multi-Talented Jeannie Fafoutis

Posted on June 9, 2016

Every spring we purchase our client birthday cards for the coming year. We love sending them out to you and take joy in writing a personal note letting you know how special you are to us. What you may NOT know is that behind the scenes we engage in a HUGE debate to pick out… Read more »

The Science of Sticking to Your Financial Plan

The Science of Sticking to Your Financial Plan

Posted on June 14, 2016

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 »

Find your "why"

The Science of Creating Your Financial Plan

Posted on June 13, 2016

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 »