Month: February 2017

Epic Capital Insights – Winter 2017

Feb 27, 2017

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Millionaire Behavior


Men’s Shelter of Charlotte

Feb 22, 2017

FullSizeRenderWe couldn’t have asked for a better way to kick off our 2017 Epic Outreach effort than serving lunch to over 180 men at the Men’s Shelter of Charlotte. They operate Mecklenburg County’s only two year-round emergency shelters for men experiencing homelessness. Basic needs are met, including a bed, meals, restroom/shower facilities, laundry, and personal hygiene items. A host of on-site services is also available including a volunteer-run Housing and Employment Resource Center (HERC), substance abuse and mental health services, peer support, medical respite, and bi-monthly visits from volunteer dentists. A special thanks to “Champ” for his incredible instruction, guidance and big heart. To learn more, or to help support them financially or through volunteering, please visit their website: http://www.mensshelterofcharlotte.org



More Insights

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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