https://www.epwealth.com/weekly-market-update Weekly market updates en Tue, 13 Jan 2026 15:04:16 GMT 2026-01-13T15:04:16Z en https://www.epwealth.com/weekly-market-update/01/12/26 <div class="hs-featured-image-wrapper"> <a href="https://www.epwealth.com/weekly-market-update/01/12/26" title="" class="hs-featured-image-link"> <img src="https://www.epwealth.com/hubfs/MU%201.12.png" alt="The Market Update 01/12/26" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <h3 style="text-align: center;"><span>The Market Update with EP Wealth Advisors Managing Director, Investments - <br></span><span>Adam Phillips, CFA^®, CAIA, CFP^®</span></h3> <p>Often quoted in major national media, Adam is a Chartered Financial Analyst (CFA^®), a CERTIFIED FINANCIAL PLANNER™ (CFP^®), and has been included on the Forbes NextGen Best-in-State Wealth Advisors 2019 list. He is a member of the CFA Society of Los Angeles and the CFA Institute. Adam helps establish asset allocation strategy as a member of the EP Wealth Investment Committee, which supports all EP Wealth Advisors and their clients. The Committee’s top-down approach to portfolio construction begins with an outlook on the economy’s likely direction, followed by the implications for different economic sectors and asset classes. This culminates in strategic selection of the individual stocks, bonds, mutual funds or other investments deemed most appropriate for each individual client’s portfolio.</p> <div class="hs-featured-image-wrapper"> <a href="https://www.epwealth.com/weekly-market-update/01/12/26" title="" class="hs-featured-image-link"> <img src="https://www.epwealth.com/hubfs/MU%201.12.png" alt="The Market Update 01/12/26" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <h3 style="text-align: center;"><span>The Market Update with EP Wealth Advisors Managing Director, Investments - <br></span><span>Adam Phillips, CFA^®, CAIA, CFP^®</span></h3> <p>Often quoted in major national media, Adam is a Chartered Financial Analyst (CFA^®), a CERTIFIED FINANCIAL PLANNER™ (CFP^®), and has been included on the Forbes NextGen Best-in-State Wealth Advisors 2019 list. He is a member of the CFA Society of Los Angeles and the CFA Institute. Adam helps establish asset allocation strategy as a member of the EP Wealth Investment Committee, which supports all EP Wealth Advisors and their clients. The Committee’s top-down approach to portfolio construction begins with an outlook on the economy’s likely direction, followed by the implications for different economic sectors and asset classes. This culminates in strategic selection of the individual stocks, bonds, mutual funds or other investments deemed most appropriate for each individual client’s portfolio.</p> <img src="https://track.hubspot.com/__ptq.gif?a=5341408&amp;k=14&amp;r=https%3A%2F%2Fwww.epwealth.com%2Fweekly-market-update%2F01%2F12%2F26&amp;bu=https%253A%252F%252Fwww.epwealth.com%252Fweekly-market-update&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Markets and Investing video Featured Tue, 13 Jan 2026 15:04:16 GMT defaultnull@wiquefiuqwyefb333.org (EP Wealth Advisors) https://www.epwealth.com/weekly-market-update/01/12/26 2026-01-13T15:04:16Z https://www.epwealth.com/weekly-market-update/01/05/26 <div class="hs-featured-image-wrapper"> <a href="https://www.epwealth.com/weekly-market-update/01/05/26" title="" class="hs-featured-image-link"> <img src="https://www.epwealth.com/hubfs/MU%201.5.png" alt="The Market Update 01/05/26" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <h3 style="text-align: center;"><span>The Market Update with EP Wealth Advisors Managing Director, Investments - <br></span><span>Adam Phillips, CFA^®, CAIA, CFP^®</span></h3> <p>Often quoted in major national media, Adam is a Chartered Financial Analyst (CFA^®), a CERTIFIED FINANCIAL PLANNER™ (CFP^®), and has been included on the Forbes NextGen Best-in-State Wealth Advisors 2019 list. He is a member of the CFA Society of Los Angeles and the CFA Institute. Adam helps establish asset allocation strategy as a member of the EP Wealth Investment Committee, which supports all EP Wealth Advisors and their clients. The Committee’s top-down approach to portfolio construction begins with an outlook on the economy’s likely direction, followed by the implications for different economic sectors and asset classes. This culminates in strategic selection of the individual stocks, bonds, mutual funds or other investments deemed most appropriate for each individual client’s portfolio.</p> <div class="hs-featured-image-wrapper"> <a href="https://www.epwealth.com/weekly-market-update/01/05/26" title="" class="hs-featured-image-link"> <img src="https://www.epwealth.com/hubfs/MU%201.5.png" alt="The Market Update 01/05/26" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <h3 style="text-align: center;"><span>The Market Update with EP Wealth Advisors Managing Director, Investments - <br></span><span>Adam Phillips, CFA^®, CAIA, CFP^®</span></h3> <p>Often quoted in major national media, Adam is a Chartered Financial Analyst (CFA^®), a CERTIFIED FINANCIAL PLANNER™ (CFP^®), and has been included on the Forbes NextGen Best-in-State Wealth Advisors 2019 list. He is a member of the CFA Society of Los Angeles and the CFA Institute. Adam helps establish asset allocation strategy as a member of the EP Wealth Investment Committee, which supports all EP Wealth Advisors and their clients. The Committee’s top-down approach to portfolio construction begins with an outlook on the economy’s likely direction, followed by the implications for different economic sectors and asset classes. This culminates in strategic selection of the individual stocks, bonds, mutual funds or other investments deemed most appropriate for each individual client’s portfolio.</p> <img src="https://track.hubspot.com/__ptq.gif?a=5341408&amp;k=14&amp;r=https%3A%2F%2Fwww.epwealth.com%2Fweekly-market-update%2F01%2F05%2F26&amp;bu=https%253A%252F%252Fwww.epwealth.com%252Fweekly-market-update&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Markets and Investing video Featured Wed, 07 Jan 2026 17:30:02 GMT defaultnull@wiquefiuqwyefb333.org (EP Wealth Advisors) https://www.epwealth.com/weekly-market-update/01/05/26 2026-01-07T17:30:02Z https://www.epwealth.com/weekly-market-update/12/29/25 <div class="hs-featured-image-wrapper"> <a href="https://www.epwealth.com/weekly-market-update/12/29/25" title="" class="hs-featured-image-link"> <img src="https://www.epwealth.com/hubfs/MU%2012.29%20(1).png" alt="The Market Update 12/29/25" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <h3 style="text-align: center;"><span>The Market Update with EP Wealth Advisors Managing Director, Investments - <br></span><span>Adam Phillips, CFA^®, CAIA, CFP^®</span></h3> <p>Often quoted in major national media, Adam is a Chartered Financial Analyst (CFA^®), a CERTIFIED FINANCIAL PLANNER™ (CFP^®), and has been included on the Forbes NextGen Best-in-State Wealth Advisors 2019 list. He is a member of the CFA Society of Los Angeles and the CFA Institute. Adam helps establish asset allocation strategy as a member of the EP Wealth Investment Committee, which supports all EP Wealth Advisors and their clients. The Committee’s top-down approach to portfolio construction begins with an outlook on the economy’s likely direction, followed by the implications for different economic sectors and asset classes. This culminates in strategic selection of the individual stocks, bonds, mutual funds or other investments deemed most appropriate for each individual client’s portfolio.</p> <div class="hs-featured-image-wrapper"> <a href="https://www.epwealth.com/weekly-market-update/12/29/25" title="" class="hs-featured-image-link"> <img src="https://www.epwealth.com/hubfs/MU%2012.29%20(1).png" alt="The Market Update 12/29/25" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <h3 style="text-align: center;"><span>The Market Update with EP Wealth Advisors Managing Director, Investments - <br></span><span>Adam Phillips, CFA^®, CAIA, CFP^®</span></h3> <p>Often quoted in major national media, Adam is a Chartered Financial Analyst (CFA^®), a CERTIFIED FINANCIAL PLANNER™ (CFP^®), and has been included on the Forbes NextGen Best-in-State Wealth Advisors 2019 list. He is a member of the CFA Society of Los Angeles and the CFA Institute. Adam helps establish asset allocation strategy as a member of the EP Wealth Investment Committee, which supports all EP Wealth Advisors and their clients. The Committee’s top-down approach to portfolio construction begins with an outlook on the economy’s likely direction, followed by the implications for different economic sectors and asset classes. This culminates in strategic selection of the individual stocks, bonds, mutual funds or other investments deemed most appropriate for each individual client’s portfolio.</p> <img src="https://track.hubspot.com/__ptq.gif?a=5341408&amp;k=14&amp;r=https%3A%2F%2Fwww.epwealth.com%2Fweekly-market-update%2F12%2F29%2F25&amp;bu=https%253A%252F%252Fwww.epwealth.com%252Fweekly-market-update&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Markets and Investing video Featured Tue, 30 Dec 2025 18:19:49 GMT defaultnull@wiquefiuqwyefb333.org (EP Wealth Advisors) https://www.epwealth.com/weekly-market-update/12/29/25 2025-12-30T18:19:49Z https://www.epwealth.com/weekly-market-update/12/15/25 <div class="hs-featured-image-wrapper"> <a href="https://www.epwealth.com/weekly-market-update/12/15/25" title="" class="hs-featured-image-link"> <img src="https://www.epwealth.com/hubfs/MU%20Dec%208%202025.png" alt="Fed Meeting Preview: Signals to Watch - Week of December 8, 2025" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <h3 style="text-align: center;"><span>The Market Update with EP Wealth Advisors Managing Director, Investments - <br></span><span>Adam Phillips, CFA^®, CAIA, CFP^®</span></h3> <p>Often quoted in major national media, Adam is a Chartered Financial Analyst (CFA^®), a CERTIFIED FINANCIAL PLANNER™ (CFP^®), and has been included on the Forbes NextGen Best-in-State Wealth Advisors 2019 list. He is a member of the CFA Society of Los Angeles and the CFA Institute. Adam helps establish asset allocation strategy as a member of the EP Wealth Investment Committee, which supports all EP Wealth Advisors and their clients. The Committee’s top-down approach to portfolio construction begins with an outlook on the economy’s likely direction, followed by the implications for different economic sectors and asset classes. This culminates in strategic selection of the individual stocks, bonds, mutual funds or other investments deemed most appropriate for each individual client’s portfolio.</p> <div class="hs-featured-image-wrapper"> <a href="https://www.epwealth.com/weekly-market-update/12/15/25" title="" class="hs-featured-image-link"> <img src="https://www.epwealth.com/hubfs/MU%20Dec%208%202025.png" alt="Fed Meeting Preview: Signals to Watch - Week of December 8, 2025" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <h3 style="text-align: center;"><span>The Market Update with EP Wealth Advisors Managing Director, Investments - <br></span><span>Adam Phillips, CFA^®, CAIA, CFP^®</span></h3> <p>Often quoted in major national media, Adam is a Chartered Financial Analyst (CFA^®), a CERTIFIED FINANCIAL PLANNER™ (CFP^®), and has been included on the Forbes NextGen Best-in-State Wealth Advisors 2019 list. He is a member of the CFA Society of Los Angeles and the CFA Institute. Adam helps establish asset allocation strategy as a member of the EP Wealth Investment Committee, which supports all EP Wealth Advisors and their clients. The Committee’s top-down approach to portfolio construction begins with an outlook on the economy’s likely direction, followed by the implications for different economic sectors and asset classes. This culminates in strategic selection of the individual stocks, bonds, mutual funds or other investments deemed most appropriate for each individual client’s portfolio.</p> <img src="https://track.hubspot.com/__ptq.gif?a=5341408&amp;k=14&amp;r=https%3A%2F%2Fwww.epwealth.com%2Fweekly-market-update%2F12%2F15%2F25&amp;bu=https%253A%252F%252Fwww.epwealth.com%252Fweekly-market-update&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Markets and Investing video Featured Tue, 16 Dec 2025 15:00:48 GMT defaultnull@wiquefiuqwyefb333.org (EP Wealth Advisors) https://www.epwealth.com/weekly-market-update/12/15/25 2025-12-16T15:00:48Z https://www.epwealth.com/weekly-market-update/12/08/25 <div class="hs-featured-image-wrapper"> <a href="https://www.epwealth.com/weekly-market-update/12/08/25" title="" class="hs-featured-image-link"> <img src="https://www.epwealth.com/hubfs/MU%20Dec%208%202025.png" alt="Fed Meeting Preview: Signals to Watch - Week of December 8, 2025" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <h3 style="text-align: center;"><span>The Market Update with EP Wealth Advisors Managing Director, Investments - <br></span><span>Adam Phillips, CFA^®, CAIA, CFP^®</span></h3> <p>Often quoted in major national media, Adam is a Chartered Financial Analyst (CFA^®), a CERTIFIED FINANCIAL PLANNER™ (CFP^®), and has been included on the Forbes NextGen Best-in-State Wealth Advisors 2019 list. He is a member of the CFA Society of Los Angeles and the CFA Institute. Adam helps establish asset allocation strategy as a member of the EP Wealth Investment Committee, which supports all EP Wealth Advisors and their clients. The Committee’s top-down approach to portfolio construction begins with an outlook on the economy’s likely direction, followed by the implications for different economic sectors and asset classes. This culminates in strategic selection of the individual stocks, bonds, mutual funds or other investments deemed most appropriate for each individual client’s portfolio.</p> <div class="hs-featured-image-wrapper"> <a href="https://www.epwealth.com/weekly-market-update/12/08/25" title="" class="hs-featured-image-link"> <img src="https://www.epwealth.com/hubfs/MU%20Dec%208%202025.png" alt="Fed Meeting Preview: Signals to Watch - Week of December 8, 2025" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <h3 style="text-align: center;"><span>The Market Update with EP Wealth Advisors Managing Director, Investments - <br></span><span>Adam Phillips, CFA^®, CAIA, CFP^®</span></h3> <p>Often quoted in major national media, Adam is a Chartered Financial Analyst (CFA^®), a CERTIFIED FINANCIAL PLANNER™ (CFP^®), and has been included on the Forbes NextGen Best-in-State Wealth Advisors 2019 list. He is a member of the CFA Society of Los Angeles and the CFA Institute. Adam helps establish asset allocation strategy as a member of the EP Wealth Investment Committee, which supports all EP Wealth Advisors and their clients. The Committee’s top-down approach to portfolio construction begins with an outlook on the economy’s likely direction, followed by the implications for different economic sectors and asset classes. This culminates in strategic selection of the individual stocks, bonds, mutual funds or other investments deemed most appropriate for each individual client’s portfolio.</p> <img src="https://track.hubspot.com/__ptq.gif?a=5341408&amp;k=14&amp;r=https%3A%2F%2Fwww.epwealth.com%2Fweekly-market-update%2F12%2F08%2F25&amp;bu=https%253A%252F%252Fwww.epwealth.com%252Fweekly-market-update&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Markets and Investing video Featured Mon, 08 Dec 2025 23:08:37 GMT defaultnull@wiquefiuqwyefb333.org (EP Wealth Advisors) https://www.epwealth.com/weekly-market-update/12/08/25 2025-12-08T23:08:37Z https://www.epwealth.com/weekly-market-update/12/01/25 <div class="hs-featured-image-wrapper"> <a href="https://www.epwealth.com/weekly-market-update/12/01/25" title="" class="hs-featured-image-link"> <img src="https://www.epwealth.com/hubfs/MU%2012.1.png" alt="The Market Update 12/01/25" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <h3 style="text-align: center;"><span>The Market Update with EP Wealth Advisors Managing Director, Investments - <br></span><span>Adam Phillips, CFA^®, CAIA, CFP^®</span></h3> <p>Often quoted in major national media, Adam is a Chartered Financial Analyst (CFA^®), a CERTIFIED FINANCIAL PLANNER™ (CFP^®), and has been included on the Forbes NextGen Best-in-State Wealth Advisors 2019 list. He is a member of the CFA Society of Los Angeles and the CFA Institute. Adam helps establish asset allocation strategy as a member of the EP Wealth Investment Committee, which supports all EP Wealth Advisors and their clients. The Committee’s top-down approach to portfolio construction begins with an outlook on the economy’s likely direction, followed by the implications for different economic sectors and asset classes. This culminates in strategic selection of the individual stocks, bonds, mutual funds or other investments deemed most appropriate for each individual client’s portfolio.</p> <div class="hs-featured-image-wrapper"> <a href="https://www.epwealth.com/weekly-market-update/12/01/25" title="" class="hs-featured-image-link"> <img src="https://www.epwealth.com/hubfs/MU%2012.1.png" alt="The Market Update 12/01/25" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <h3 style="text-align: center;"><span>The Market Update with EP Wealth Advisors Managing Director, Investments - <br></span><span>Adam Phillips, CFA^®, CAIA, CFP^®</span></h3> <p>Often quoted in major national media, Adam is a Chartered Financial Analyst (CFA^®), a CERTIFIED FINANCIAL PLANNER™ (CFP^®), and has been included on the Forbes NextGen Best-in-State Wealth Advisors 2019 list. He is a member of the CFA Society of Los Angeles and the CFA Institute. Adam helps establish asset allocation strategy as a member of the EP Wealth Investment Committee, which supports all EP Wealth Advisors and their clients. The Committee’s top-down approach to portfolio construction begins with an outlook on the economy’s likely direction, followed by the implications for different economic sectors and asset classes. This culminates in strategic selection of the individual stocks, bonds, mutual funds or other investments deemed most appropriate for each individual client’s portfolio.</p> <img src="https://track.hubspot.com/__ptq.gif?a=5341408&amp;k=14&amp;r=https%3A%2F%2Fwww.epwealth.com%2Fweekly-market-update%2F12%2F01%2F25&amp;bu=https%253A%252F%252Fwww.epwealth.com%252Fweekly-market-update&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Markets and Investing video Featured Tue, 02 Dec 2025 20:50:27 GMT defaultnull@wiquefiuqwyefb333.org (EP Wealth Advisors) https://www.epwealth.com/weekly-market-update/12/01/25 2025-12-02T20:50:27Z https://www.epwealth.com/weekly-market-update/the-market-update-11/17/25 <div class="hs-featured-image-wrapper"> <a href="https://www.epwealth.com/weekly-market-update/the-market-update-11/17/25" title="" class="hs-featured-image-link"> <img src="https://www.epwealth.com/hubfs/MU%2011.17.png" alt="The Market Update 11/17/25" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <h3 style="text-align: center;"><span>The Market Update with EP Wealth Advisors Managing Director, Investments - <br></span><span>Adam Phillips, CFA^®, CAIA, CFP^®</span></h3> <p>Often quoted in major national media, Adam is a Chartered Financial Analyst (CFA^®), a CERTIFIED FINANCIAL PLANNER™ (CFP^®), and has been included on the Forbes NextGen Best-in-State Wealth Advisors 2019 list. He is a member of the CFA Society of Los Angeles and the CFA Institute. Adam helps establish asset allocation strategy as a member of the EP Wealth Investment Committee, which supports all EP Wealth Advisors and their clients. The Committee’s top-down approach to portfolio construction begins with an outlook on the economy’s likely direction, followed by the implications for different economic sectors and asset classes. This culminates in strategic selection of the individual stocks, bonds, mutual funds or other investments deemed most appropriate for each individual client’s portfolio.</p> <div class="hs-featured-image-wrapper"> <a href="https://www.epwealth.com/weekly-market-update/the-market-update-11/17/25" title="" class="hs-featured-image-link"> <img src="https://www.epwealth.com/hubfs/MU%2011.17.png" alt="The Market Update 11/17/25" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <h3 style="text-align: center;"><span>The Market Update with EP Wealth Advisors Managing Director, Investments - <br></span><span>Adam Phillips, CFA^®, CAIA, CFP^®</span></h3> <p>Often quoted in major national media, Adam is a Chartered Financial Analyst (CFA^®), a CERTIFIED FINANCIAL PLANNER™ (CFP^®), and has been included on the Forbes NextGen Best-in-State Wealth Advisors 2019 list. He is a member of the CFA Society of Los Angeles and the CFA Institute. Adam helps establish asset allocation strategy as a member of the EP Wealth Investment Committee, which supports all EP Wealth Advisors and their clients. The Committee’s top-down approach to portfolio construction begins with an outlook on the economy’s likely direction, followed by the implications for different economic sectors and asset classes. This culminates in strategic selection of the individual stocks, bonds, mutual funds or other investments deemed most appropriate for each individual client’s portfolio.</p> <img src="https://track.hubspot.com/__ptq.gif?a=5341408&amp;k=14&amp;r=https%3A%2F%2Fwww.epwealth.com%2Fweekly-market-update%2Fthe-market-update-11%2F17%2F25&amp;bu=https%253A%252F%252Fwww.epwealth.com%252Fweekly-market-update&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Markets and Investing video Featured Tue, 18 Nov 2025 15:31:55 GMT defaultnull@wiquefiuqwyefb333.org (EP Wealth Advisors) https://www.epwealth.com/weekly-market-update/the-market-update-11/17/25 2025-11-18T15:31:55Z https://www.epwealth.com/weekly-market-update/11/10/25 <div class="hs-featured-image-wrapper"> <a href="https://www.epwealth.com/weekly-market-update/11/10/25" title="" class="hs-featured-image-link"> <img src="https://www.epwealth.com/hubfs/MU%20oct%2020.png" alt="The Market Update 11/10/25" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <h3 style="text-align: center;"><span>The Market Update with EP Wealth Advisors Managing Director, Investments - <br></span><span>Adam Phillips, CFA^®, CAIA, CFP^®</span></h3> <p>Often quoted in major national media, Adam is a Chartered Financial Analyst (CFA^®), a CERTIFIED FINANCIAL PLANNER™ (CFP^®), and has been included on the Forbes NextGen Best-in-State Wealth Advisors 2019 list. He is a member of the CFA Society of Los Angeles and the CFA Institute. Adam helps establish asset allocation strategy as a member of the EP Wealth Investment Committee, which supports all EP Wealth Advisors and their clients. The Committee’s top-down approach to portfolio construction begins with an outlook on the economy’s likely direction, followed by the implications for different economic sectors and asset classes. This culminates in strategic selection of the individual stocks, bonds, mutual funds or other investments deemed most appropriate for each individual client’s portfolio.</p> <div class="hs-featured-image-wrapper"> <a href="https://www.epwealth.com/weekly-market-update/11/10/25" title="" class="hs-featured-image-link"> <img src="https://www.epwealth.com/hubfs/MU%20oct%2020.png" alt="The Market Update 11/10/25" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <h3 style="text-align: center;"><span>The Market Update with EP Wealth Advisors Managing Director, Investments - <br></span><span>Adam Phillips, CFA^®, CAIA, CFP^®</span></h3> <p>Often quoted in major national media, Adam is a Chartered Financial Analyst (CFA^®), a CERTIFIED FINANCIAL PLANNER™ (CFP^®), and has been included on the Forbes NextGen Best-in-State Wealth Advisors 2019 list. He is a member of the CFA Society of Los Angeles and the CFA Institute. Adam helps establish asset allocation strategy as a member of the EP Wealth Investment Committee, which supports all EP Wealth Advisors and their clients. The Committee’s top-down approach to portfolio construction begins with an outlook on the economy’s likely direction, followed by the implications for different economic sectors and asset classes. This culminates in strategic selection of the individual stocks, bonds, mutual funds or other investments deemed most appropriate for each individual client’s portfolio.</p> <img src="https://track.hubspot.com/__ptq.gif?a=5341408&amp;k=14&amp;r=https%3A%2F%2Fwww.epwealth.com%2Fweekly-market-update%2F11%2F10%2F25&amp;bu=https%253A%252F%252Fwww.epwealth.com%252Fweekly-market-update&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Markets and Investing video Featured Tue, 11 Nov 2025 15:14:48 GMT defaultnull@wiquefiuqwyefb333.org (EP Wealth Advisors) https://www.epwealth.com/weekly-market-update/11/10/25 2025-11-11T15:14:48Z https://www.epwealth.com/weekly-market-update/11/03/25 <div class="hs-featured-image-wrapper"> <a href="https://www.epwealth.com/weekly-market-update/11/03/25" title="" class="hs-featured-image-link"> <img src="https://www.epwealth.com/hubfs/MU%20oct%2020.png" alt="The Market Update 11/03/25" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <h3 style="text-align: center;"><span>The Market Update with EP Wealth Advisors Managing Director, Investments - <br></span><span>Adam Phillips, CFA^®, CAIA, CFP^®</span></h3> <p>Often quoted in major national media, Adam is a Chartered Financial Analyst (CFA^®), a CERTIFIED FINANCIAL PLANNER™ (CFP^®), and has been included on the Forbes NextGen Best-in-State Wealth Advisors 2019 list. He is a member of the CFA Society of Los Angeles and the CFA Institute. Adam helps establish asset allocation strategy as a member of the EP Wealth Investment Committee, which supports all EP Wealth Advisors and their clients. The Committee’s top-down approach to portfolio construction begins with an outlook on the economy’s likely direction, followed by the implications for different economic sectors and asset classes. This culminates in strategic selection of the individual stocks, bonds, mutual funds or other investments deemed most appropriate for each individual client’s portfolio.</p> <div class="hs-featured-image-wrapper"> <a href="https://www.epwealth.com/weekly-market-update/11/03/25" title="" class="hs-featured-image-link"> <img src="https://www.epwealth.com/hubfs/MU%20oct%2020.png" alt="The Market Update 11/03/25" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <h3 style="text-align: center;"><span>The Market Update with EP Wealth Advisors Managing Director, Investments - <br></span><span>Adam Phillips, CFA^®, CAIA, CFP^®</span></h3> <p>Often quoted in major national media, Adam is a Chartered Financial Analyst (CFA^®), a CERTIFIED FINANCIAL PLANNER™ (CFP^®), and has been included on the Forbes NextGen Best-in-State Wealth Advisors 2019 list. He is a member of the CFA Society of Los Angeles and the CFA Institute. Adam helps establish asset allocation strategy as a member of the EP Wealth Investment Committee, which supports all EP Wealth Advisors and their clients. The Committee’s top-down approach to portfolio construction begins with an outlook on the economy’s likely direction, followed by the implications for different economic sectors and asset classes. This culminates in strategic selection of the individual stocks, bonds, mutual funds or other investments deemed most appropriate for each individual client’s portfolio.</p> <img src="https://track.hubspot.com/__ptq.gif?a=5341408&amp;k=14&amp;r=https%3A%2F%2Fwww.epwealth.com%2Fweekly-market-update%2F11%2F03%2F25&amp;bu=https%253A%252F%252Fwww.epwealth.com%252Fweekly-market-update&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Markets and Investing video Featured Tue, 04 Nov 2025 18:46:39 GMT defaultnull@wiquefiuqwyefb333.org (EP Wealth Advisors) https://www.epwealth.com/weekly-market-update/11/03/25 2025-11-04T18:46:39Z https://www.epwealth.com/weekly-market-update/10/27/25 <div class="hs-featured-image-wrapper"> <a href="https://www.epwealth.com/weekly-market-update/10/27/25" title="" class="hs-featured-image-link"> <img src="https://www.epwealth.com/hubfs/MU%20oct%2020.png" alt="The Market Update 10/27/25" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <h3 style="text-align: center;"><span>The Market Update with EP Wealth Advisors Managing Director, Investments - <br></span><span>Adam Phillips, CFA^®, CAIA, CFP^®</span></h3> <p>Often quoted in major national media, Adam is a Chartered Financial Analyst (CFA^®), a CERTIFIED FINANCIAL PLANNER™ (CFP^®), and has been included on the Forbes NextGen Best-in-State Wealth Advisors 2019 list. He is a member of the CFA Society of Los Angeles and the CFA Institute. Adam helps establish asset allocation strategy as a member of the EP Wealth Investment Committee, which supports all EP Wealth Advisors and their clients. The Committee’s top-down approach to portfolio construction begins with an outlook on the economy’s likely direction, followed by the implications for different economic sectors and asset classes. This culminates in strategic selection of the individual stocks, bonds, mutual funds or other investments deemed most appropriate for each individual client’s portfolio.</p> <div class="hs-featured-image-wrapper"> <a href="https://www.epwealth.com/weekly-market-update/10/27/25" title="" class="hs-featured-image-link"> <img src="https://www.epwealth.com/hubfs/MU%20oct%2020.png" alt="The Market Update 10/27/25" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <h3 style="text-align: center;"><span>The Market Update with EP Wealth Advisors Managing Director, Investments - <br></span><span>Adam Phillips, CFA^®, CAIA, CFP^®</span></h3> <p>Often quoted in major national media, Adam is a Chartered Financial Analyst (CFA^®), a CERTIFIED FINANCIAL PLANNER™ (CFP^®), and has been included on the Forbes NextGen Best-in-State Wealth Advisors 2019 list. He is a member of the CFA Society of Los Angeles and the CFA Institute. Adam helps establish asset allocation strategy as a member of the EP Wealth Investment Committee, which supports all EP Wealth Advisors and their clients. The Committee’s top-down approach to portfolio construction begins with an outlook on the economy’s likely direction, followed by the implications for different economic sectors and asset classes. This culminates in strategic selection of the individual stocks, bonds, mutual funds or other investments deemed most appropriate for each individual client’s portfolio.</p> <img src="https://track.hubspot.com/__ptq.gif?a=5341408&amp;k=14&amp;r=https%3A%2F%2Fwww.epwealth.com%2Fweekly-market-update%2F10%2F27%2F25&amp;bu=https%253A%252F%252Fwww.epwealth.com%252Fweekly-market-update&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Markets and Investing video Featured Tue, 28 Oct 2025 18:17:32 GMT defaultnull@wiquefiuqwyefb333.org (EP Wealth Advisors) https://www.epwealth.com/weekly-market-update/10/27/25 2025-10-28T18:17:32Z