Financial Advisors in Walnut Creek, CA | EP Wealth Advisors
Financial Advisors in Walnut Creek, CA | EP Wealth Advisors
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Financial Advisors in Orange County, CA | EP Wealth Advisors
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Financial Advisors in Westlake Village, CA | EP Wealth Advisors
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Financial Advisors in Valencia, CA | EP Wealth Advisors
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The Market Update with EP Wealth Advisors Managing Director of Investments, Adam N. Phillips, CFA, CAIA, CFP® 2025 delivered strong returns across both stocks and bonds, reinforcing the importance of diversification and discipline. This Market Update reviews the forces that shaped markets this year and outlines the key themes influencing expectations for 2026, including elevated valuations, earnings growth, interest rates, Federal Reserve leadership, and election-year volatility. A steady, long-
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The Market Update with EP Wealth Advisors Managing Director of Investments, Adam Phillips, CFA®, CAIA, CFP® Just before Thanksgiving, the S&P 500 experienced a roughly 5% pullback from its all-time highs. But the dip was short-lived. Investors quickly stepped back in, helping markets rebound to near-record levels by the end of last week. Investor sentiment improved sharply as expectations strengthened for a Federal Reserve interest rate cut at next week’s meeting. Current market pricing reflects
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EP Wealth Advisors | LinkedIn
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