Insights + Resources

Wine to Water – Higuerito, Dominican Republic

Nov 8, 2016

ejManaging Director, Ed Doughty, and Client Services Associate Jason Dimitriou just returned from an 8-day trip serving in the Dominican Republic with Wine To Water, a North Carolina based non-profit that aims to eradicate the global water crisis. While there, they worked in a factory where they learned the ceramic filter making process. They then distributed the filters to locals in a remote mountainside community. In addition they were able to pass out over 130 hygiene kits as well as teach a WaSH program (Water, Santitation and Hygiene).To learn more about this extraordinary organization that is very near and dear to us here at Epic Capital, or to help support their efforts, please visit them at http://winetowater.org

More Insights

Sep 18, 2019

Do you have an extra $33,000 to $100,000 to spare this year? How about next year, and the year after that? Your answer to these questions is probably “no.” What could possibly cost so much? Eldercare.  According to the AARP Public Policy Institute, a year of in-home care for a senior costs roughly $33,000. A year … Continue reading “Your Extended Care Strategy”

Sep 16, 2019

“Why is my portfolio underperforming the market?” This question may be on your mind. It is a question that investors sometimes ask after stocks shatter records or return exceptionally well in a quarter. The short answer is that even when Wall Street rallies, international markets and intermediate and long-term bonds may underperform and exert a … Continue reading “Your Diversified Portfolio vs. the S&P 500”

Sep 13, 2019

During your accumulation years, you may have categorized your risk as “conservative,” “moderate,” or “aggressive,” and that guided how your portfolio was built. Maybe you concerned yourself with finding the “best-performing funds,” even though you knew past performance does not guarantee future results. What occurs with many retirees is a change in mindset – it’s … Continue reading “Your Changing Definition of Risk in Retirement”

Sep 11, 2019

Addressing the potential threat of long-term care expenses may be one of the biggest financial challenges for individuals who are developing a retirement strategy. The U.S. Department of Health and Human Services estimates that 69% of people over age 65 can expect to need extended care services at some point in their lives. So, understanding … Continue reading “Understanding Long-Term Care”

Sep 9, 2019

The American family with a child born today can expect to spend about $233,610 to raise that child to the age of 18. And if you’ve already traded that supercharged convertible dream for a minivan, you can expect your little one’s college education to cost as much as $198,000. But before you throw your hands … Continue reading “Getting a Head Start on College Savings”

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