EP Wealth Acquires Personal Financial Consultants

Acquisition adds six professionals and strengthens EP Wealth’s presence in the greater San Francisco region

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EP Wealth Advisors Acquires Pathlight Investors, LLC

Acquisition Enables EP Wealth to Break Into Phoenix Market, Deepen Talent Pool

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On Standby:  Federal Reserve Positioning for Interest Rate Cut

Author: Adam Phillips

In 1735, Benjamin Franklin penned an article for The Pennsylvania Gazette in which he suggested “an ounce of prevention is worth a pound of cure,” meaning preparing today for a potential crisis is preferable to reactive measures taken after an event has already occurred.  Although the quote originally referred to fire safety in his adopted hometown of Philadelphia, the same rule could apply to monetary policy in 2019.   

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EP Wealth Advisors Acquires Conlon Dart Wealth Management

Author: Patrick Goshtigian 

Acquisition enhances EP Wealth’s reach in the Northwest, bolsters financial planning and investment management expertise and adds more than $500M in AUM

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US News & World Report: 6 Small Business Tax Deductions

Author: Elliott Servais 

With the new tax law, people are often wondering about the new rules and tax deductions—especially small business owners.

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