EP Wealth Advisors

Los Angeles Regional Director @Clint Camua shares how EP Wealth uses a plan and action items to stay on plan. #Investinwhatsimportant

Will you meet your financial goals in retirement? Read this article by Stephanie Richman CFP in TheStreet's Retirement Daily to learn how Monte Carlo simulations can provide insight. https://www.thestreet.com//how-monte-carlo-simulations-can

The COVID pandemic has drastically changed the world. At the same time, the U.S. leadership has significantly changed. What will be the impact internationally, nationally, & for you & your business? Hear answers about this changed world from a distinguished panel of experts, including our very own Adam Phillips, in U.S. relations & policy, finance, & investments this Thursday, 4:00pm - 5:30pm PST. Sign up in the link below! https://southerncalifornia.alumclub.mit.edu//interior.aspx

EP Wealth’s Adam Phillips weighs in on the market in Bloomberg. He notes, "Moving forward, it’s going to be more about the recovery plays, and that’s not a story that’s going away." Check out the article here! https://www.bloomberg.com//how-treasuries-worst-quarter-si

Our Denver Regional Director Jon Moore shares how small business owners can take cash out of their business so they can make business decisions from a point of strength. #Investinwhatsimportnat

Small business owners are peppered with pitches and offers all the time. Co-founder Derek Holman talks about what it means to provide his small business owner clients with objective advice to navigate the onslaught of pitches. #investinwhatsimportant

Jon Moore tackles the complex details and offers various points for small business owners to think through when their kids are not able to take over the business. Check out the interview with Jon Moore and Family Business Magazine in the link below! https://hubs.la/H0KvBYz0

In this Informed Investor Market Update, Breene Murphy and Adam Phillips discuss Unemployment Rates, Biden’s Infrastructure Bill, and Increasing Tax Rates, and more. #InformedInvestor https://hubs.la/H0KcQ4C0

Market Update 3/22/21 - In this Informed Investor Market Update, Breene Murphy and Adam Phillips discuss COVID-19 Anniversary, American Rescue Plan Act, the Fed's FOMC Meeting, and more. #InformedInvestor https://hubs.la/H0JMltr0

Adam Phillips Discusses The Bumpy Road Ahead For Equities with TD Ameritrade Network - check out the full interview below! #InformedInvestor #InvestInWhatsImportant

Check out this blog post from our very own Jon Moore and his takeaways from Family Business Magazine’s Transitions Conference 2020! https://hubs.la/H0GflbX0

In this Informed Investor Market Update, Breene Murphy and Adam Phillips discuss what's happening in Gamestop, Robinhood and other custodians closing down purchasing, and impact on broader markets. #InformedInvestor https://hubs.la/H0F-DlM0

What is Inside Biden’s Tax Plan? - Mitch Conlon of EP Wealth shares what we know of President Biden’s proposed tax plan and the new administration's plan to re-work tax policy over the next year or two. https://hubs.la/H0FNphX0

In this Informed Investor Market Update, Breene Murphy and Adam Phillips discuss The Vaccine, the Biden Administration, and the Surprising Growth in the Real Estate Market, and more! #InformedInvestor https://hubs.la/H0FxqYr0

In this Informed Investor Market Update, Breene Murphy and Adam Phillips discuss potential impact of Georgia Special Election, narrow Democratic sweep on markets, the COVID vaccine, and more. Check out the latest video below to stay informed. #InformedInvestor #InvestInWhatsImportant https://hubs.la/H0DKhgw0

As 2020 comes to and end, the Financial Planning Industry is among many things that this past year has changed. Check out this CFP Board article that features Erin Voisin and how the pandemic has accelerated the use of technology and other changes across the industry. #InformedInvestor https://www.cfp.net//2021-financial-planning-forecast-indu

4 Keys to Your Health with Dr. Jim Lindberg, Chief Medical Officer for Hoag Executive Health. RSVP to live webinar!

Adam Phillips of EP Wealth Advisors and Dan O'Connor of O'Connor Property sit down together and talk about Wealth Advising and Financial Planning in regards to Real Estate and more. Check out the video for an insightful discussion with tons of helpful information surrounding various factors to consider when investing in real estate. https://www.youtube.com/watch?v=Il4zvNYihJc&t=884s #InvestInWhatsImportant #InformedInvestor

We are back for our 2nd annual EP pumpkin carving contest! Like your favorite pumpkins. The pumpkins with the most likes will earn prizes for their talented carvers! Vote and share! and to have a GOURD time doing so!

Informed Investor Market Update October 26, 2020 - In this Informed Investor Market Update, Breene Murphy interviews Adam Phillips on earnings seasons, upcoming election, EP portfolio positions, and more! #InvestInWhatsImportant #InformedInvestor https://hubs.la/H0yRBgW0

Mike McGinley and James Dwyer of our Chandler office were featured in the local Ahwatukee Foothills News and shared about their transition to EP Wealth Advisors! #InvestInWhatsImportant

How EP Wealth Selects Bonds - Want to know how to buy bonds? Learn some of the criteria professionals use when investing in bonds. #InvestInWhatsImportant #InformedInvestor https://hubs.la/H0yCBDJ0

Don't forget to register for our live webinar and learn more about ways you can better prepare for life's transitions: retirement, disability, loss of a loved one, and divorce.

Lynn Ballou is back with LaMorinda Weekly and her column, "Lynn's Top Five". This time, she shares how in light of the Northern California fires, "it seems fitting to write this column focusing on what to do in the event you or your loved ones experience loss during these times". #InvestInWhatsImportant

Lynn Ballou, CFP, wrote an article titled "Why Career Changers Benefit from Financial Planning", and highlights important planning issues that are critical to integrate into your career change plans. Check out her article! #InvestInWhatsImportant #informedinvestor https://www.letsmakeaplan.org//why-career-changers-benefit

Market Update I Corporate Earnings October 19, 2020 - In this Informed Investor Market Update, Breene Murphy interviews Adam Phillips on corporate earnings, COVID-19 and unemployment, and more. #InvestInWhatsImportant #InformedInvestor https://hubs.la/H0yjGRJ0

The Risks of Concentrated Positions in Your Portfolio - Read about concentrated positions in your portfolio and why it's riskier than a diversified position. #InvestInWhatsImportant #InformedInvestor https://hubs.la/H0y8KY-0

The CFP Board announced today that the College for Financial Planning a Kaplan Company is offering a Diversity Scholarship Program for candidates hoping to earn their CFP certification. With two of our own employees on the board, we wanted to pass this info to whomever is interested! "The College’s new program will award up to 60 scholarships annually to qualified individuals seeking to complete the education requirement needed to attain CFP certification. The applica...nts must be from underrepresented populations in the financial planning field, in terms of gender, race, ethnicity, disability or sexual orientation." To learn more or apply for the College’s Diversity Scholarship, go to www.kaplanfinancial.com/cfp-diversityscholarships To learn more about the CFP Board’s certification process, visit: https://www.cfp.net/get-certified/certification-process

Informed Investor Market Update October 12, 2020 - In this Informed Investor Market Update, Breene Murphy interviews Adam Phillips on likeliness fiscal stimulus, update on coronavirus impact & more. #InformedInvestor #InvestInWhatsImportant https://hubs.la/H0xXsM20

An interview about managing life transitions with EP Wealth's Stephanie Richman, CFP, and how having a plan and goal in mind can help with big changes and unforeseen circumstances. #InvestInWhatsImportant https://hubs.la/H0xXKVY0