EP Wealth's Informed Investor Market Outlook - Q4 2019

Q419 Market Outlook Recording

 

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4 Things to Look for in a Financial Advisor

No two financial advisors are exactly the same.

As you begin your search for a financial advisor, you’ll quickly find out you have a lot of options. We recommend that you keep these characteristics in mind through your vetting and research process.

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A Quick Note on Repo Rates

 

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EP Wealth Advisors Named to Inc. 5000 Fastest-Growing Private Companies List

Recognition reflects firm’s growth due to dedicated M&A strategy and commitment to expanding resources and expertise

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Paying For Your Kids To Go To College: 7 Tips from a Financial Advisor

You probably want what’s best for your kids. You may want to give your oldest and youngest the same opportunities, and you probably hope that one day, they’ll end up even better off than you are.

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