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EP In the News

6 Steps Women Can Take Toward Their Financial Goals in 2023

The Market’s Breadth Is Improving as More Stocks Join Rally

Managing Director of Portfolio Strategy Adam Phillips, CFP® discussed the difficulty investors face when the market shows short-term momentum.

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.

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.

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.

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.

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.

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.

‘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.

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.

$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.

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.

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.

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.

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