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 (Q3, 2021), Adam Phillips, CFA, CFP®, Director of Portfolio Strategy at EP Wealth, released an Informed Investor Market Outlook Report that includes:

  • Although the linear trend in asset prices is not sustainable, our long-term outlook for stocks remains favorable
  • The U.S. economy remains poised for strong growth as the country returns to normal levels of activity
  • Price levels have soared 5% over the past year
  • Investors must begin preparing for the removal of accommodative monetary and fiscal policy

Fill out the form to access the report!



Complete the form to access the report.

“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

As seen in:

usa today