Who We Are
Our History
Who We Serve
Women’s Initiative
Management Team
Giving Back
Financial Literacy Initiative
EP Giving Tree
Close
Awards
Client Testimonials
Close
Our Services
Financial Planning
Financial Health Assessment
Life Transition Planning
Fiduciary Services
NAPFA
Financial Advisors
Asset Allocation
Equity Investments
Close
Divorce Financial Planning
Pre-Divorce Budgeting
Post-Divorce Budgeting
Spousal Maintenance Payments
Tax Implications
Spousal Benefits
Primary Residence
Inheritance and Beneficiaries
Child Support
Certified Divorce Financial Analyst
Dividing Assets in Divorce
Close
Retirement Planning
Defined Contribution Plans
403(b) Plans
IRAs
Retirement Income Planning
Retirement Accounts
Retirement Planning Glossary
401(K) Plans
Pre-retirement Checklist Planning
Close
Investment Management
Portfolio Review
Capital Gains Tax Management
Withdrawal Advice
Close
Estate Planning
Charitable Giving
Real Estate Transfer
Living Will
Revocable Living Trust
Power of Attorney
Certificate of Trust
Pour-Over Wills
Charitable Remainder Trusts
Close
Tax Planning
Tax Loss Harvesting
Close
Business Planning
Debt Analysis
Risk Management
Buy-Sell Agreements
Real Estate Analysis
Business Transition and Succession
Real Estate Investing
Close
Close
Insights
News
Blog
Market Updates
Events & Webinars
Guides & Assessments
Close
Advisors
Advisors
FAQs
Advisor Partnerships
Close
Client Login
Personal Website Login
e-Statements
Close
search
Contact An Advisor
MARKET UPDATES
WEEK OF: March 24, 2025
FEATURED INSIGHT
Weekly Market Update 03/24/25
Weekly Stock Market Update with EP Wealth Advisors Managing Director,...
WATCH NOW
Subscribe and Stay Current with EP Wealth's Insights
First name
Last name
Notification Frequency
WEEK OF: December 23, 2024
Weekly Market Update 12/23/24
WEEK OF: December 16, 2024
Weekly Market Update 12/16/24
WEEK OF: December 9, 2024
Weekly Market Update 12/09/24
WEEK OF: December 2, 2024
Weekly Market Update 12/02/24
WEEK OF: November 18th, 2024
Weekly Market Update 11/18/24
WEEK OF: November 11th, 2024
Weekly Market Update 11/11/24
WEEK OF: November 4th, 2024
Weekly Market Update 11/04/24
WEEK OF: October 28th, 2024
Weekly Market Update 10/28/24
WEEK OF: October 14th, 2024
Weekly Market Update 10/14/24
<
1
2
3
4
5
>
SUBSCRIBE AND STAY CURRENT WITH EP WEALTH’S INSIGHTS
First name
Last name
Notification Frequency
READ WHAT CLIENTS ARE SAYING ABOUT EP WEALTH
Client Testimonials