Month: May 2016

2016 Annual Limits Relating to Financial Planning

May 31, 2016

thumbnail of 2016_Annual_Limits
2016 Annual Limits


Epic Capital Insights – Winter 2016

May 31, 2016

thumbnail of Epic Insights – WINTER 2016
Comprehensive Financial Planning


2016 Outlook

May 31, 2016

thumbnail of Outlook_2016
Embrace the Routine


Life’s Important Documents

May 31, 2016

thumbnail of ECWM-Lifes-Important-Documents
What to Keep and How Long


The CFP Board’s Consumer Guide to Financial Self-Defense

May 31, 2016

thumbnail of Consumer Guide to Financial Self-Defense
Financial Red Flags


Financial Birthdays to Remember

May 31, 2016

thumbnail of ECWM – Financial Birthdays to Remember
Happy Birthday Financial Milestones


Planning for Your Long-term Care Needs

May 31, 2016

thumbnail of LONG-TERM-CARE-PRESENTATION
Making Sense of Long-term Care


A Parent’s Guide to Kids and Money

May 30, 2016

thumbnail of Insights-and-Resources-A-Parents-Guide-to-Kids-and-Money
Help Teach your Children about Money


Impact Investing: Performance, Purpose and Positioning

May 29, 2016

Light bulb with tree in the reflection
In light of your financial future. What do you see?

The phrase “impact investing” has become the lead moniker chosen to represent several purpose-driven or values-driven strategies that have evolved over the last two decades. Other names such as “sustainable investing”, “socially responsible investing or sustainable, responsible and impact (SRI)”, “corporate social responsibility (CSR)”, “environmental, social and governance (ESG)”, all seem to have been folded-up under the simple more widely accepted term impact investing. The ability to align ones wealth with their values and create a positive impact, in some form or fashion, through the deployment of their investment dollars. (more…)

Tags: ,



More Insights

Aug 4, 2021

With overseas investments, we remind people that, “international markets carry additional risks, which include differences in financial reporting standards, currency exchange rates, political risk, foreign taxes and regulations.” The Chinese markets are no exception to that.

Aug 2, 2021

Summer jobs are a perennial aspect of the American workforce. It’s a time when teenagers are filling out applications and, in many cases, earning wages of their own for the first time. But some of what we’ve become accustomed to may be changing.

Jul 30, 2021

High net worth investors face investment challenges that some would consider unique to their financial status. The fundamental tenets of investing apply just as equally to them as any other investor, but these investors need to be mindful of issues that typically arise only from substantial wealth. Let’s examine a few of these.

Jul 28, 2021

Corporate earnings season has begun, and the results are turning heads on Wall Street. Of the 120 companies in the S&P 500 index that reported numbers as of Friday, July 23, 89% of them beat the Street’s earnings-per-share estimates by an average of nearly 21%.1

Jul 26, 2021

Given the threat of COVID-19, seniors today may be considering their eldercare alternatives with extra caution. In addition to health factors, the cost can be an issue. According to Genworth’s 2020 Cost of Care Survey, the median annual cost of a semi-private room in a nursing home is now $90,000. A single-occupancy room may cost … Continue reading “Eldercare Choices in the COVID-19 Era”

Insights + Resources >