Taking stock: EP Wealth exec discusses global stocks, de-dollarization
Editor’s note: Continuing our Spring Economic Forecast investor panel discussion, Taking Stock visited with Adam Phillips, the managing director of investments at EP Wealth Advisors, for this email exchange on May 9. These answers were lightly edited for content. To suggest future topics, email us at [email protected] Q. Give me your thoughts about the investment climate Read More →
Dubroff: Managing uncertainty is the No. 1 challenge of 2025
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Local, national economy experts give their take on emerging trade war
Despite the pause on tariffs that helped markets and optimism recover on April 9, the impact that could be felt from them here in the tri-county region, including Santa Barbara, once the 90 days are up, is still lingering. That is what economic experts shared about the looming trade war during the 2025 Santa Barbara Read More →
Mission Wealth receives investment from PE firm
Mission Wealth, a Santa Barbara financial planner firm celebrating its 25th year in business, announced it received a minority investment from private equity firm Great Hill Partners. Terms of the transaction were not disclosed. Known for investing in high-growth companies, the partnership will help Mission Wealth’s client service offering and support the firm’s national expansion Read More →
Portfolio watch
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Vital signs: Future of construction relies on AI and automation
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Portfolio watch
• Capital Group writes that the overwhelming level of uncertainty of the Trump Administration’s first 100 days stands in contrast to expectations of orderly deregulation and “market-friendly tax cuts” that would lift stock prices. Now there is the prospect of “a permanent realignment in a system of global commerce that has been in place since Read More →
