Tune in to EP Wealth's Informed Investor Market Updates by Adam Phillips CFA, CAIA, CFP® and our EP team as we seek to equip you with the latest analysis of market updates.
This week's talking points include:
- Regional Banks Market Impacts
- S&P 500 Hits Record 5000
- Earnings Season Report Card
- C.P.I. and Retail Sales Report Due
EP Wealth Advisors, LLC (“EP Wealth”) is a leading independent registered investment adviser (“RIA”) on a mission to provide clients with honest and objective advice through personalized financial planning, customized investment portfolios, and integrated tax and estate planning.
