Northstar Wealth Planning

10/29/2025

A New Chapter Begins...

We are thrilled to share some exciting news about the next chapter for EP Wealth Management, LLC (EPWM). After years of hard work and dedication, we are proud to announce the successful integration of a New York-based financial services firm. The Sara Brandston Group, Inc is officially partnering with us.

This unification merges our strengths, combining nearly 20 years of financial planning experience with Sara Brandston’s 40+ years of tax and financial expertise. Guided by a shared investment philosophy and management style, we are creating a strong foundation that marries our unique disciplines.

With this milestone, we are also rebranding to reflect our shared vision for the future. Moving forward, EPWM will now be known as NORTHSTAR Wealth Planning.

This evolution expands our reach and adds new team members, enabling us to provide an enhanced, more streamlined and responsive service.

If you have any questions, please don’t hesitate to contact us.

10/29/2025

https://conta.cc/3Wqh70J

Email from EP Wealth Management, LLC A New Chapter Begins...   What’s Changing—And What Isn’t We are thrilled to share some exciting news about the next chapter for EP Wealth Management, LLC (EPWM). A

02/11/2025

Read the latest issue of Retire Wise here: https://bit.ly/retirewise-feb25

02/10/2025

“Don’t fight the ” remains an important rule for investors. Join CIO Gene Goldman, CFA, on as he discusses the important clues we could get this week into the Fed’s potential plans.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

02/04/2025

This Monthly Recap summarizes market performance, major events and news from January 2025. Read more here:

Financial markets ended a rocky month broadly higher, with most asset classes including stocks, precious metals, and bonds posting gains. Technology was the only S&P 500 sector to end negative amid China’s development of a potentially lower cost AI model, DeepSeek. Bullish sentiment was also cappe...

02/03/2025

Check out the latest commentary from which discusses the economic and financial market ramifications of the newly imposed tariffs. Click here to read more:

In this commentary we discuss the ramifications of new tariffs on the U.S. economy, global economy, inflation, and financial markets. Given high market valuations, tariffs may lead to market weakness and increased volatility. In this environment, diversification is a prudent strategy. Click here to....

02/03/2025

Over the weekend, President Donald Trump imposed tariffs on Canada, Mexico and China. Join CIO Gene Goldman, CFA, as he discusses the potential impact of these tariffs on the U.S. and global economies as well as on inflation and financial markets.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

01/27/2025

Check out the latest commentary from which discusses the stock market sell-off caused by questions abound high valuations in tech stocks. Click here to read more:

In this commentary we discuss today’s stock market sell-off which was caused by questions around high valuations in tech stocks. These stocks account for a significant portion of many indices. Diversification is prudent.

01/27/2025

The isn’t likely to cut rates during its meeting this week – but CIO Gene Goldman, CFA, believes Fed Chair Jerome Powell’s press conference will be a key story in a potentially busy week for market news. Join him on this week’s episode of as he explains what to expect.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

01/21/2025

President Donald Trump was sworn in for his second term yesterday. Join Gene Goldman, CFA, on this week’s episode of as he explains what he expects to hear from President Trump during his first week in office.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...