Informed Investor Market Outlook ReportAs an investor, it is important for you to stay up to date with what is going on in the market. 

To help you make informed investing decisions, we want to arm you with data—every investor’s secret weapon. 

Knowing what is happening in the market and being able to make rational decisions based on facts can help you navigate market-related adversity. 

This quarter (Q4, 2021), Adam Phillips, CFA, CFP®, Director of Portfolio Strategy at EP Wealth, released an Informed Investor Market Outlook Report that includes:

  • Our outlook for equities remains favorable but a growing list of uncertainties could create short-term headwinds
  • Inflation has moderated in recent months, but price levels are likely to remain top of mind in the months ahead
  • Investors must begin preparing for the removal of accommodative monetary and fiscal policy
  • Although the economy lost momentum in the third quarter, the U.S. recovery is firmly underway

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“You will not be able to control the directional moves of the market. However, maintaining a long-term discipline will allow you to avoid the financial pitfalls that result from succumbing to your emotions during periods of market turmoil.”

Adam Phillips, CFA, CFP® - Director of Portfolio Strategy, EP Wealth Advisors, LLC

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