EP Wealth Advisors’ Post

Get ready to dive into the latest insights on the markets! Join us for our Weekly Market Update where Managing Director of Investments, Partner, Adam N. Phillips, CFA, CAIA, CFP® and Robert Black cover these key topics: ▪️ Stock Market Returns YTD ▪️ Jobs Report Showed Softening ▪️ Understand Market Corrections ▪️ Federal Reserve's Playbook Click the link below to access the Market Update now! https://hubs.la/Q02K7z_T0 #PlanForWhatsImportant #Markets #WealthManagement #EPWealthAdvisors

Get ready to dive into the latest insights on the markets! Join us for our Weekly Market Update where Managing Director of Investments, Partner, Adam N. Phillips, CFA, CAIA, CFP® and Robert Black cover these key topics: ▪️ Stock Market Returns YTD ▪️ Earnings Season Insights ▪️ Federal Reserve Meeting 7/31 ▪️ Preview Jobs Report on 8/2 Click the link below to access the Market Update now! https://hubs.la/Q02Jsl0P0 #PlanForWhatsImportant #Markets #WealthManagement #EPWealthAdvisors

With another election season on the horizon, many are wondering how the outcome might influence the stock market, and ultimately, their financial future 💰 While every election is different, history can offer some valuable insights into market behavior during these pivotal times. Curious about how the stock market has performed in past election years? Check out this article from Bankrate that breaks down historical trends and what they could mean for investors in 2024: https://lnkd.in/esCFT9wh

Cracks in consumer spending are starting to emerge. Today on CNBC #HalftimeReport I joined The Investment Committee in debating what it means for some discretionary names. #investing #stocks #stockmarket

In this webinar, our CEO, Kevin Gray and CFO, Mike Mess, share their perspective on our complex markets and economy. Using history as a guide, they discuss possible scenarios for the stock and bond markets, as well as the economy. Great job cutting through the noise to focus on what’s driving markets!  #InvestmentInsights #MarketRecap #FinancialUpdate https://lnkd.in/eP9ejpZx

🚀 August 5th - 9th, 2024: A Week of Market Moves You Can't Miss! 📈 From breakout stocks to surprising shifts in key sectors, this week was packed with action. Dive into the trends and insights that are setting the stage for what's next in the market. Don't miss out on the details that could influence your next big move! #StockMarket #WeeklyUpdate #Investing #Finance #MarketTrends #TechStocks #GlobalMarkets STG Wealth Serve Neeraj Chopra Chaman Kumar Aditi Rishi Sugandhita Chhabra

When is the Best Time to Invest in the Stock Market? Revealing the Market Bottom Strategy Discover the insider tips on identifying the perfect timing to invest in the stock market. Learn how to navigate market fluctuations and make informed decisions with insights from top financial institutions. Don't miss out on this valuable opportunity. #StockMarketInvestment #MarketTimingStrategy #FinancialInsights #InvestmentTips #MarketAnalysis #ExpertAdvice #StockMarketFluctuations #InvestmentDecisions #FinancialInstitutions #MarketOpportunity

Most of us have heard that we should “buy low and sell high” and “stay the course” during market downturns. However, like most things, it’s easier said than done. The reality is we are hard-wired to do the opposite. It can be really tough to stay invested when the markets are tough. What can help? Read the article at the link below to find out how you can stay invested by creating a plan. If you do not have a plan, give one of our advisors a call today at 412-357-2002. We would love to give you guidance with a plan. https://lnkd.in/e4nx6WST #stayingthecourse #buylowsellhigh #financialplanning #markets #sellingstocks #beratung #beratungadvisors

The result of the Super Bowl aside, we’re expecting a further broadening out in US equities with US SMID looking particularly attractive from a valuation standpoint, and as Mark Sherlock CFA FCA notes, in every election year since the inception of the Russell 2500 Index, it has outperformed the S&P 500. This is certainly one trend which we hope will repeat in 2024.

Most of us have heard that we should “buy low and sell high” and “stay the course” during market downturns. However, like most things, it’s easier said than done. The reality is we are hard-wired to do the opposite. It can be really tough to stay invested when the markets are tough. What can help? Read the article at the link below to find out how you can stay invested by creating a plan. If you do not have a plan, give one of our advisors a call today at 412-357-2002. We would love to give you guidance with a plan. https://lnkd.in/esnyNmcN #stayingthecourse #buylowsellhigh #financialplanning #markets #sellingstocks #beratung #beratungadvisors