You Don’t Know What You Don’t Know
Mar 27, 2019
Having attended the 2018 SRI Conference in Colorado Springs, aka: SRI in the Rockies back in November, I remember returning not only inspired to continue the work we do, but reassured that the work we do for our clients is simply the right work to be doing.
SRI is the acronym for investments that focus not only on a financial return, but they also have a social or environmental return component as well. SRI stands for Sustainable Responsible and Impact, and it’s rightly taken claim as one of the fastest growing segments of the investment marketplace. Quite simply, and when looked at correctly, it is the way to have your money “do more”, for you, and for others.
(more…)Outlook 2019
Jan 11, 2019
2019 Annual Limits for Financial Planning
Jan 7, 2019
Common Wealth Charlotte
Dec 6, 2018
Common Wealth Charlotte is a local non-profit that provides financial literacy education and access to non-predatory financial services to Charlotte’s low-income families. Epic Capital has been a big fan and supporter of theirs over the past several years. Mid last year we partnered with them on a volunteer basis, serving monthly at their financial workshops.
Charlotte has approximately 150,000 residents working full time and making 30 to 35 percent of the area median income (AMI). As a partner to 36 local nonprofits and workforce development agencies, CWC’s goal is to assist in the achievement of financial independence through innovative financial education, asset-building strategies and access to non-predatory banking services and loans. CWC believes financial instability underpins every challenge faced by this population, including housing, transportation, education, employment security, debt management and access to healthcare. CWC’s mission to establish pathways to financial stability is integral to this population’s well-being, as well as to Charlotte’s community-wide initiative of increasing upward mobility for its underserved residents. To learn more about the incredible work they do or to help support their efforts, please visit www.commonwealthcharlotte.org.
2018-2019 Tax Season Guide
Nov 8, 2018
Tags: 2018 tax season, 2018 tax season guide, 2018 taxes, tax guide, tax season guide, taxes
US SIF Foundation Releases 2018 Biennial Report On US Sustainable, Responsible And Impact Investing Trends
Oct 31, 2018
WASHINGTON, D.C., Oct. 31 – The US SIF Foundation’s 2018 biennial Report on US Sustainable, Responsible and Impact Investing Trends,released today, found that sustainable, responsible and impact investing (SRI) assets now account for $12.0 trillion—or one in four dollars—of the $46.6 trillion in total assets under professional management in the United States. This represents a 38 percent increase over 2016.
The Trends Report—first compiled in 1995—is the most comprehensive study of sustainable and impact investing in the United States. From the first report when assets totaled just $639 billion to today, the sustainable and responsible investing industry has grown 18-fold and has matured and expanded across numerous asset classes.
The 2018 report identified $11.6 trillion in ESG incorporation assets under management at the outset of 2018 held by 496 institutional investors, 365 money managers and 1,145 community investing financial institutions. The largest percentage of money managers cited client demand as their top motivation for pursuing ESG incorporation, while the largest number of institutional investors cited fulfilling mission and pursuing social benefit as their top motivations.
(more…)CharMeck Adopt-a-Stream Clean
Oct 5, 2018
Another successful day supporting Char-Meck’s Adopt-a-Stream program with a volunteer effort across from the pond at Park Road Park in Charlotte. Advisors Ed Doughty and Jason Dimitriou spent the sunny morning picking up debris and waste (ok, garbage and litter) in and around our selected section LSTC1. We’ve really come to realize the waste created from plastic, and in most all cases, one-use plastic. Cup’s, bottles, plastic grocery bags, straws, take-out containers, etc. Did you know it takes about 400 years for some plastics to decompose? And some never do. Everyone at Epic Capital uses glassware or reusable personal water bottles for drinking water, and we serve our clients Brita-filtered water – not disposable plastic water bottles. A volunteer experience like this is eye-opening and we encourage everyone to give-it-a-go. It’s a worthy cause and stimulates an awareness for the senseless waste we create in our lives. If you’d like to get involved or learn more, click here: Adopt-a-Stream
Dilworth Soup Kitchen
Aug 28, 2018
What a great honor to prep for and then serve the men, women and children that stopped in the Dilworth Soup Kitchen for Lunch on Monday. This is a special place, no doubt about it. With over 125 visitors in just over 1-hour, it was a heart-warming site to behold, and they truly made each of us feel like part of the DSK family. Everything here is donated, there is no government funding, and all of the kitchen support comes from volunteers. Most importantly, there is no cost for the guests, and everyone is welcome to come share a meal. We urge you to consider Dilworth Soup Kitchen in your philanthropic giving plans, and/or to serve along side and on behalf of an amazing group of individuals. For more information contact Mary Andujar at mandujar13@hotmail.com or visit their website at https://dilworthsoupkitchen.org
2018 Mid Year Outlook
Jul 13, 2018
Rise Against Hunger
May 10, 2018
We have been wanting to serve with Rise Against Hunger, a meal-packing non-profit, for quite some time and Jason, Danielle and Ed were finally given the opportunity to do so this morning. As part of a much larger team of volunteers, they were able to pack over 10,000 meals for those in need around the world. Rise Against Hunger is an international hunger relief organization that distributes food and life-changing aid to the world’s most vulnerable, mobilizing the necessary resources to end hunger by 2030. An extraordinary organization doing incredible work with tangible outputs and measurable results. If you would like to learn more about RAH, and how you can volunteer or even organize a meal-packing effort, please visit their website at https://www.riseagainsthunger.org/
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