Markets and Investing:

2019 1st Quarter Market Outlook (video)

2019 1st Quarter Market Outlook (video)

Posted on February 22, 2019
Market Outlook August 2018

Market Outlook Q1 2019 (video)

Posted on February 22, 2019
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 »

News vs. Noise: What Investors Need to Know about “Quitaly”

News vs. Noise: What Investors Need to Know about “Quitaly”

Posted on June 5, 2018

Breene Murphy, Director of Client Experience, recently sat down with Adam Phillips, CFA, CFP®, Director of Portfolio Strategy, to discuss what investors need to know about the political headlines coming out of Italy.  Below are the key takeaways from their discussion.  If you have further questions, please do not hesitate to contact your Financial Advisor…. Read more »

News vs. Noise: What Investors Need to Know about Rising Interest Rates

News vs. Noise: What Investors Need to Know about Rising Interest Rates

Posted on May 14, 2018

Breene Murphy, Director of Client Experience, recently sat down with Adam Phillips, CFA, CFP®, Director of Portfolio Strategy, to discuss what investors need to know about rising interest rates and what impact this could have on client portfolios.  Below are the key takeaways from their discussion.  If you have further questions, please do not hesitate… Read more »

US News and World Report: Are Investors Too Complacent?

Posted on December 12, 2017

As 2017 draws to a close, clients are understandably pleased with this year’s linear ascent of the market. However, we try to remind our clients that while our outlook for stocks remains positive, a return to normal volatility should be expected. I was recently interviewed by US News and World Report’s Annalyn Kurtz for her… Read more »

What to Expect in the Trump Economy

What to Expect in the Trump Economy

Posted on February 23, 2017
transparency

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 »