Press and News 

 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 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.