May 11, 2023

You've Got College Savings Questions. We've Got Answers.

Our manager of financial planning in San Diego, Mike Ramirez, CFP®, was featured in the Weekend Tea newsletter to share resources and advice for college planning.

 May 11, 2023

Derek Holman on the M&A landscape in 2023

Co-founder and Managing Director Derek Holman CFP®, AIF® discussed the M&A landscape for 2023 with CityWire during the Devoe Elevate conference.

 May 03, 2023

What Wall Street Is Saying About the Fed Rate Decision

Managing Director of Portfolio Strategy Adam Phillips, CFP® discussed the recent rate decision from the Fed.

 April 30, 2023

My husband says he might want a divorce, and I'm worried he'll take half my savings. What do I do?

Vice President of Wealth Advisory Kathryn Costas, CDFA® discussed what options women have when faced with divorce.

 April 19, 2023

U.S. stocks edge lower; Tesla falls in late trading

Managing Director of Portfolio Strategy Adam Phillips, CFP® discussed the implications of bank earnings coming back stronger than expected.

 April 06, 2023

Social Security 2023: 5 Things Millennials Should Be Focusing on for Retirement

Director of Financial Planning Jennifer Li CFP® discussed tips for how millenials can best plan for retirement.

 March 22, 2023

Stock-market investors should play defense as recession looks likely, portfolio managers say

Managing Director of Portfolio Strategy Adam Phillips, CFP® discussed the market conditions and the strategy that is best for EP Wealth's portfolios.

 March 19, 2023

My divorce left me with $60,000 in debt, a mortgage, and minimal child support — where do I start?

Vice President of Wealth Advisory Kathryn Costas, CDFA® discussed handling divorce and how to make the best of the situation.

 March 14, 2023

New EP Wealth Scholarship Honors Trailblazing Advisor

Lynn Ballou, CFP® Emeritus, former Senior Vice President and Partner at EP Wealth, who dedicated her career to supporting greater diversity in the financial services industry has a scholarship named after her to promote the financial planning profession.

 March 13, 2023

5 Ways To Save More Money on Meat

Managing Director of Wealth Management Erin Voisin, CFP® discussed how to save money on meat when planning meals for your family.

 March 09, 2023

Wall Street’s Favorite Trade Hammered in Bank Stock Meltdown

Managing Director of Portfolio Strategy Adam Phillips, CFP® discussed the bank failures and what it means for other banks.

 February 21, 2023

Spender vs. Saver: Which Financial Personality Are You?

Vice President and Wealth Advisor Sara Gardner CFP® discussed how people dislike budgeting, but benefit greatly from it.

 February 16, 2023

Working from home? Only few can file home office tax deductions. Here's how it works.

Tax Manager and financial planner Therese Tippie, CPA/PFS, MBT discussed how to qualify for home office tax deductions.

 February 02, 2023

6 Steps Women Can Take Toward Their Financial Goals in 2023

Erin Voisin, CFP® and Managing Director of Wealth Management Services at EP Wealth Advisors discusses how women can stick to their budgets to take hold of their financial goals.

 February 01, 2023

The More Powell Spoke, the More Stock and Bond Markets Rallied

Managing Director of Portfolio Strategy Adam Phillips, CFP® discussed Chairman Powell's speech and the hard work moving forward that inflation brings.

 January 10, 2023

Biggest Ever Bear-Market Bounces Create Unending Pain for Shorts

Managing Director of Portfolio Strategy Adam Phillips, CFP® discussed the mindset people have when there is a bear market rally.

 December 28, 2022

Stocks Fall as China’s Reopening Remains in Focus

Managing Director of Portfolio Strategy Adam Phillips, CFP® discussed his perspective on the changing market as 2022 came to a close.

 November 30, 2022

6 Best Ways To Start Financially Preparing for 2023 — Even Over the Holidays

Stephanie Richman, CFP® and Regional Director at EP Wealth Advisors discusses 6 best ways to start financially preparing for 2023.

 September 26, 2022

As Your Practice Grows, Leave Egos at the Door, Execs Advise

Co-Founder and Managing Director Brian Parker discussed the intangibles of leading a growing firm, and why leaders need to leave their egos at the door when deciding to take a step back.

 July 27, 2022

Fed Hikes Interest Rates Yet Again in Effort to Curb Inflation

Managing Director of Portfolio Strategy Adam Phillips, CFP® shared his outlook for the economy following the Federal Reserve’s move to increase interest rates by 0.75% for the second time in six weeks.

 June 14, 2022

‘In Sickness and in Health’ Shouldn’t End with Divorce

Divorce is difficult enough but when a spouse or dependent child has health issues, the stakes are even higher. Before parting ways, it's critical that gray divorcees plan for future healthcare and long-term care expenses. Kathy Costas, Vice President at EP Wealth, discusses three major areas to think through before signing the divorce papers.

 April 21, 2022

Smart Strategies for Couples Who Run a Business Together

Co-founder and Managing Director Brian Parker shared with Kiplinger his thoughts on what couples should be thinking about when starting a business together.

 March 08, 2022

$15.1bn EP Wealth Shakes Up C-suite

EP Wealth Advisors is separating its chief executive and president roles as part of a broader reorganization of its C-suite.

 March 01, 2022

The Economy's Role In President Biden's State Of The Union Address

Managing Director of Portfolio Strategy Adam Phillips appears on Newsy to preview President Biden’s State of the Union address. He notes that historically, the President’s approval rating closely correlates with the price of gas.

 January 28, 2022

Looking To Build Wealth? Here Are Some of the Best Ways To Invest Your Money

Financial Advisor Dallin Cutler discusses strategies for investing your money to build wealth. He mentions high-yield online savings accounts as a way to keep your money safe in the short-term.

 September 27, 2021

Competition, Consolidation Heats Up Among Wealth Advisors

The highly fragmented RIA industry has caught the acquisitive eyes of the private equity sector and others who want to cobble together partnerships.