Informed Investor Market Outlook | EP WealthAs 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, 2020), Adam Phillips, CFA, CFP®, Director of Portfolio Strategy at EP Wealth, released an Informed Investor Market Outlook Report that includes:

  • The Election and Impact on the Markets
  • COVID-19 Lockdown updates
  • Federal Reserve's continued monetary policy support
  • Congress's need for fiscal policy support
  • Positioning the EP Wealth Portfolio after the election


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

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