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Market Volatility in an Election Year

As the 2024 election approaches, investors are bracing for market...

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As the 2024 election approaches, investors are bracing for market volatility. EP Wealth's Adam...

A new year brings new possibilities and a new set of opportunities to keep your financial house in...

For some small business owners, the phrase “tax deductions” is music to the ears. Yet, many are not...

Ask virtually anyone who owns a business, and they’ll tell you they have plenty on their mind—and...

Have you considered all the implications of retiring in Los Angeles? EP Wealth’s financial advisors...

As the year winds to a close, there are some significant tax rules coming into effect in January...

While sound financial advice can be beneficial, there are certain times in your life, especially as...

One in ten U.S. workers is self-employed. Many don’t have a plan in place for the future. Learn the...