Rob talks to EP Wealth's Dir. of Portfolio Strategy Adam Phillips about current market conditions
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:
2023 Market Year in Review
Inflation & the Markets in 2024
Fed Rate Outlook vs Market Expectations
1st Quarter Earnings Season Begins
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.
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