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Weekly Market Updates

The Market Update 10/06/25
The Market Update 09/29/25
The Market Update 09/22/25
The Market Update 09/15/25
The Market Update 08/25/25
The Market Update 08/18/25
The Market Update 08/11/25
The Market Update 08/04/25
The Market Update 07/21/25
The Market Update 07/14/25
The Market Update 07/07/25

Office Locations

Arizona

Financial Advisors in Chandler, AZ
Financial Advisors in Peoria, AZ
Financial Advisors in Phoenix, AZ
Financial Advisors in Tuscon, AZ

California

Financial Advisors in Berkeley, CA
Financial Advisors in Central Coast California
Financial Advisors in Orange County, CA
Financial Advisors in Redwood Shores, CA
Financial Advisors in San Diego, CA
Financial Advisors in San Francisco, CA
Financial Advisors in Torrance, CA
Financial Advisors in Valencia, CA
Financial Advisors in Walnut Creek, CA
Financial Advisors in Westlake Village, CA
Financial Advisors in Westlake Village-Boulevard, CA
Financial Advisors in West Los Angeles, CA

Colorado

Financial Advisors in Denver, CO
Financial Advisors in Denver - Colorado Center, CO
Financial Advisors in Littleton, CO

Florida

Financial Advisors in Palm Beach Gardens, FL
Financial Advisors in St. Petersburg, FL
Financial Advisors in Venice, FL

Georgia

Financial Advisors in Atlanta, GA

Idaho

Financial Advisors in Boise, ID

Illinois

Financial Advisors in Chicago, IL
Financial Advisors in Chicago-North Shore, IL

Kentucky

Financial Advisors in Fort Wright, KY

Maine

Financial Advisors in Augusta, ME
Financial Advisors in Bangor, ME
Financial Advisors in Brunswick, ME
Financial Advisors in Falmouth, ME

Massachusetts

Financial Advisors in Boston, MA
Financial Advisors in Newburyport, MA

Michigan

Financial Advisors in Brighton, MI
Financial Advisors in Jackson, MI
Financial Advisors in Ludington, MI
Financial Advisors in Northville, MI

Nevada

Financial Advisors in Las Vegas, NV

New Hampshire

Financial Advisors in Portsmouth, NH

New Mexico

Financial Advisors in Albuquerque, NM
Financial Advisors in Santa Fe, NM

Ohio

Financial Advisors in Cleveland, OH
Financial Advisors in Columbus – Crosswoods, OH
Financial Advisors in Columbus - Westerville, OH

Pennsylvania

Financial Advisors in Philadelphia, PA
Financial Advisors in Philadelphia-Media, PA

South Carolina

Financial Advisors in Hilton Head Island, SC

Tennessee

Financial Advisors in Nashville, TN

Texas

Financial Advisors in Dallas-Crescent Court, TX
Financial Advisors in Dallas-Maple Avenue, TX
Financial Advisors in Houston, TX
Financial Advisors in Graham, TX

Utah

Financial Advisors in Logan, UT
Financial Advisors in Salt Lake City, UT
Financial Advisors in St. George, UT

Washington

Financial Advisors in Friday Harbor, WA
Financial Advisors in Kirkland, WA
Financial Advisors in Mount Vernon, WA
Financial Advisors in Portland-Vancouver, WA
Financial Advisors in Seattle, WA

Financial Services

401(k) Plans
403(b) Retirement Plans
Asset Allocation
Business Transition & Succession
Buy-Sell Agreements
Capital Gains Tax Management
Cash Flow Analysis
Certificate of Trust
Certified Divorce Financial Analyst
Charitable Giving
Charitable Remainder Trusts
Child Support Financial Planning
Debt Analysis
Defined Contribution Plans
Distribution Management
Dividing Assets in Divorce
Divorce Financial Planning Services
Efficient Investing
Estate Planning Advisors
Equity Investments
Ethical Investing
Family Office Services
Fiduciary Services
Financial Advisors for Entrepreneurs and Business Owners
Financial Event Planning - Life Event Transition Planning Services
Financial Health Assessment
Financial Planning Services
Find Financial Advisors Near You
How to Plan for Retirement - Retirement Planning Services
Individual Retirement Accounts (IRAs)
Inheritance and Beneficiaries
Investment Diversification
Investment Management
Living Will
Municipal Bonds Management
Mutual Funds
NAPFA Registered Financial Advisors
Negotiating Your Executive Compensation Package
Portfolio Review
Post-Divorce Budgeting
Pour Over Wills
Power of Attorney
Pre-Divorce Budgeting
Pre-Retirement Checklist
Primary Residence
Real Estate Analysis
Real Estate Investing
Real Estate Transfer
Retirement Accounts
Retirement Income Planning
Retirement Planning Glossary
Revocable Living Trust
Risk Management
Rollover IRAs
Roth IRAs
Safe Harbor 401(k) Plans
SEP Plans
SIMPLE IRA Plans
Spousal Benefits
Spousal Maintenance Payments
Tax Implications
Tax Loss Harvesting
Tax Strategies and Preparation
Transition Management
Withdrawal Advice
Wealth Management for Professional Athletes

Guides & Assessments

15 Things to Do Before Retaining a Financial Advisor
Business Succession Plan
Charitable Giving Guide
EP Wealth Divorce Planning Checklist
EP Wealth’s Guide to Retiring in Arizona
The Executive's Compensation Guide
Generational Wealth
How to Choose a Financial Advisor
How to Choose a Financial Advisor for Small Business Owners Advisors
LGBTQ+ Financial Planning
The Retirement Playbook
Thinking About Retiring in California?
Understanding the One Big Beautiful Bill Act (OBBBA)
Women: Take Charge Of Your Financial Future

Events and Webinars

September 17 2025 Navigating the Latest Medicare Changes: What You Need to Know for 2026
August 26 2025 One Big Beautiful Bill Act
July 30 2025 Informed Investor Market Outlook Q3 2025 | EP Wealth
July 24 2025 Intro to Special Needs Planning and Trust Services
May 21 2025 Webinar Recording: How AI Is Changing Online Safety—And What You Can Do
April 16 2025 Informed Investor Market Outlook Q3 2025 | EP Wealth
March 26 2025 Webinar Recording: Beyond Wills and Trusts: Advanced Estate Planning
March 26 2025 Beyond Wills and Trusts: Advanced Estate Planning
March 12 2025 2025 Overview of California Homeowners Insurance Crisis
March 4 2025 LA Wildfires: Understanding Recovery & Accountability
January 30 2025 Health and Wellness Guidance for Your Retirement Journey
May 2 2024 Establishing Your Legacy: Navigating Estate Planning Essentials
February 21 2024 How to Navigate Marriage, Divorce and Financial Bliss

News

Welcome Alphamark Advisors
Welcome Buffington Mohr McNeal
Welcome Cornercap Invesment Counsel Inc.
Welcome Criterion Capital Advisors
Welcome Executive Wealth Management
Welcome Foothills
Welcome Gather Financial Planning
Welcome The Holdben Group
Welcome NBS Financial Services
Welcome Parker Advisory Group
Welcome Peninsula Wealth
Welcome Riley Private Client
Welcome Sloan Investment Management
Welcome Wacker Wealth Partners

Blogs

10 Common Mistakes Small Business Owners Make
401(k) Contribution Limits for Highly Compensated Employees in 2025
401k Deadlines for 2025
5 Mistakes High-Net-Worth Families Make in Financial Planning
7 Things All Women Should Think About When Planning for Their Future
9 Things Financial Advisors Recommend to Start 2025
Advanced Tax Planning for High-Net-Worth Individuals
How to Manage Taxes When Selling a High-Value Business
Aligning Financial Plans with Charitable Goals
Aligning Wealth Management with ESG Values
Using Asset Protection Trusts to Shield Family Wealth
Balancing Liquid and Illiquid Assets in a Wealth Portfolio
Seamlessly Blending Retirement and Legacy Goals
Building Equity Plans that Align with Business Growth Goals
Building a Financial Plan to Support Aging Parents and Kids
Building Passive Income Streams for Retirement
International Women’s Day: Celebrating Women in Investing
The Corporate Transparency Act: What Business Owners Need to Know
Creating a Balanced Retirement Income Plan
Creating a Succession Plan that Can Help Protect Your Business Legacy
Designing a Retirement Plan to Help Attract Top Talent
Disaster Recovery Resources for Southern California
Do You Have ENOUGH to Retire?
Do You Need a Trust?
Dynasty Trusts and Multi-Generational Wealth
4 Interesting Facts About Employer Contributions to Your 401(k)
How to Structure Your Estate to Avoid Probate
How to Finance a Business While Minimizing Debt Risks
The Financial Impact of Healthcare Planning for High-Income Families
Financial Tips for Retiring in Los Angeles
A Practical Guide to Choosing the Right Financial Advisor for You
A Gift that Can Grow with Your Children
Guide to Financial Planning for Marriage
A Financial Planner’s Guide to Roth Conversions: A Tool for Recent Retirees
How High-Income Business Owners Can Potentially Save on Taxes
Holiday Budget Planning
How Charitable Remainder Trusts Serve Legacy and Family
How Do I Financially Prepare to Leave My Spouse?
How Do I Protect Myself Financially in a Divorce?
How Do You Split Assets in a Divorce?
How Do You Split Up Debt in a Divorce?
How Emotions Impact Financial Decisions and How to Overcome Them
How High-Net-Worth Individuals Can Create an Effective Retirement Plan
How Much Can I Contribute to a 401(k) in 2025?
How Much Can I Contribute to an IRA in 2025?
How Municipal Bonds Can Provide Tax-Free Income
How to Build Generational Wealth
How to Cultivate Financial Wellness Across Generations
How Do I Determine This Year's 'Success' For My 401(k)?
How to Help Prepare the Next Generation to Inherit Wealth Responsibly
How to Manage Conflicts in Family-Owned Businesses
How to Manage Taxes When Expanding Your Business
How to Plan a Graceful Exit from Your Business
How to Plan for the Rising Cost of Healthcare in Retirement
Finish 2024 Strong With Our Year-End Financial Planning Checklist
How to Prioritize Financial Goals in Complex Financial Lives
How to Reduce Gift Taxes While Supporting Your Family
How to Start a 401k for Your Small Business
How to Talk to Your Aging Parents About Finances
How to Use Tax-Loss Harvesting to Potentially Offset Gains and Save Money
How to Value Your Business Before Selling
How to Withdraw Retirement Savings Without a Huge Tax Hit
Incorporating Charitable Goals into Your Estate Plan
What Is the Individual 401k Contribution Limit for 2025?
Integrating Estate Plans into Your Wealth Management Strategy
The Importance of Liquidity in Financial Planning for High-Net-Worth Families
Lump Sum or Monthly Payments? Making the Right Pension Choice
How to Manage Tax Deductions with Charitable Contributions
Managing Concentrated Stock Positions for Long-Term Financial Success
Market Volatility in an Election Year
Maximizing Your SEP IRA
Medicare Changes in 2025
How to Potentially Minimize Estate Taxes with Advanced Planning Strategies
Ways to Minimize Family Disputes Over Inherited Wealth
Navigating State Tax Laws to Help Grow Your Savings
Tax Law Changes in 2025 Require New Strategies
One Big Beautiful Bill Act (OBBBA) Tax Facts
Plan for Making Your Retirement Savings Last for a Lifetime
The M.I.L.O Method: A Financial Planner’s Playbook for Concentrated Positions
How to Prepare Your Business for Acquisition
Preserving Wealth During Economic Uncertainty
Preventing Family Disputes Over Inheritance
How and When to Convert Traditional IRA Funds to a Roth IRA
Retaining Key Employees with Deferred Compensation Plans
How Dual-Income Couples Can Optimize Their Retirement Plans
Do You Have the Right Insurance Coverage for Your Wealth?
Safe Harbor 401k Limits for 2025
Trump’s ‘Saving College Sports’ Executive Order: What It Means for NIL and Pay-for-Play Athletes
Should You Downsize Your Home in Retirement?
Should You Retire Before 50
Simple 401(k) Establishment Deadline
Small Business Tax Deduction Checklist
How Do Social Security Benefits Work For An Ex-Spouse?
Strategies to Preserve Your Retirement Savings from Inflation
Tailoring Retirement Plans for Small Business Owners
Tariffs' Impact on Economic Activity
Reduce Your Estate's Tax Burden with Gifting
Tax-Saving Strategies for High-Value Real Estate Transactions
The Upside of Down Markets: Tax Smart Moves You Can Make When Markets are Volatile
Top Recommended Apps and Tools to Begin Financial Planning
To SKI or Not to SKI (Spend Kids' Inheritance)?
What Every Business Owner Needs to Know About Buy-Sell Agreements
Understanding the Social Security Fairness Act
Why Updating Your Estate Plan May Be Important After Life Changes
Using ESOPs to Exit Your Business
What is the Value of a Life Insurance Policy in a Divorce?
What are the 2025 401k Contribution Catch-Up Rules?
What is the 401k Employer Contribution Limit for 2025?
What is a CDFA®?
What is an NIL Financial Advisor — and Do You Need One?
What is a QDRO?
What is ESG Investing?
What is Financial Infidelity?
What is the Significance of a Date of Separation?
What is the Difference Between a Standard 401(k) and a Safe Harbor 401(k)?
What is the Maximum 401k Contribution for 2025
When an ILIT Makes Sense for Your Estate Plan
When is Mediation a Good Solution for Divorce?
When is Tax Day in 2025?
When to Do a Roth Conversion
When to Start a 401(k) for Your Small Business
When to Use a Revocable Living Trust in Your Estate Plan
Who Suffers the Most Financially in a Divorce?
Why High-Net-Worth Families Should Work with a Fiduciary Advisor
Why Investment Diversification Matters