Month: November 2016

US SIF Foundation Releases 2016 Trends Report

Nov 15, 2016

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WASHINGTON, D.C., November 14, 2016 – Sustainable, responsible and impact investing assets now account for $8.72 trillion, or one in five dollars invested under professional management in the United States according to the US SIF Foundation’s biennial Report on US Sustainable, Responsible and Impact Investing Trends 2016 which was released today.

The biennial Trends Report—first conducted in 1995 when ESG assets totaled $639 billion—provides comprehensive data on US asset managers (more…)



Market Impact of a Trump Presidency

Nov 11, 2016

untitledDonald Trump has completed his landmark quest and will become the nation’s 45th President after a contentious and often divisive campaign. In addition, the Republican Party has retained control of both houses of Congress. This outcome marks a significant reversal from just a few weeks ago when a Hillary Clinton presidency was highly probable and even a Democratic party sweep of Congress was possible.

While this outcome is certainly a shock to many, it is important to (more…)



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



Epic Capital Insights – Fall 2016

Nov 3, 2016

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Dec 1, 2021

Getting rich quick can be liberating, but it can also be frustrating. A sudden wealth windfall can help you address retirement saving or college funding anxieties, and it may also allow you to live and work on your terms. On the other hand, you’ll pay more taxes, attract more attention, and maybe even contend with … Continue reading “When a Windfall Comes Your Way”

Nov 29, 2021

  You may have seen this statistic before or one resembling it: the average 65-year-old retiring couple can now expect to pay more than $250,000 in healthcare costs during the rest of their lives. In fact, Fidelity Investments now projects this cost at $285,000. The effort to prepare for these potential expenses is changing the … Continue reading “Healthcare Costs are Cutting into Retirement Preparations”

Nov 24, 2021

Preparing for retirement just got a little more financial wiggle room. This week, the Internal Revenue Service (IRS) announced new contribution limits for 2022.

Nov 22, 2021

Financial markets can be challenging to understand. But when markets enter a “bad news is good news” cycle, it becomes even more difficult to follow along. Enter the Fed’s decision for tapering bond purchases.

Nov 19, 2021

The past year and a half have tested all of us, but overall, the economy continues to strengthen, COVID-19 trends are greatly improving, and this still relatively young bull market is alive and well. As the leaves turn colors and begin to fall to the ground, there are many reasons to be thankful.

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