
We had beautiful weather for Epic Capital’s stream clean effort today. This is part of the Charlotte-Mecklenburg Storm Water Services Adopt A Stream program. Our section is across Park Road from the pond at Park Road Park. It was an extraordinary experience on many fronts. It’s amazing what disregard some have for our environment. Plastic bottles, and big gulp styrofoam cups everywhere. They simply don’t decompose. Glass bottles and cans too. We also came across someone’s personal belongings and a make-shift camp sight for someone who is obviously homeless. Other findings included Softballs (4), tennis balls (8-10), flip-flops (2), rubber gloves (3), tire (1), Street sign post (1), hypodermic needle (1), license plate (1), Nerf darts (5-6). Total collected: about 3 large garbage bags of discard or should we say “disregard”. It’s such a great program, and you can instantly see the results of your efforts. If you would like to learn more or get involved, check them out online: http://charlottenc.gov/StormW…/Volunteer/…/AdoptAStream.aspx



What a great way to start the day and start off the week, serving alongside of co-workers and clients at an amazing little non-profit in Charlotte, called Promising Pages. Promising Pages inspires underserved children to achieve their dreams by instilling a love of reading. Fueled by studies showing that children who can’t read proficiently by third grade are four times more likely to drop out of high school. More than 60,000 underserved kids in the Charlotte area are at risk of falling behind. Promising Pages provides innovative classroom programs and more than 100,000 free books annually, making it Charlotte’s largest and most efficient distributor of upcycled books aimed at addressing this critical – and solvable – community need. We counted, sorted, cleaned and stamped books, getting them prepped and ready. Next stop … a child’s hands. What a worthwhile endeavor. If you would like to learn more, or are interested in volunteering one day as well, please check them out online at http://promisingpages.org They depend on volunteers, so “book” a date!



Managing Director, Ed Doughty, just returned from a 12-day trip serving in several remote regions of Ethiopia with Wine To Water, a North Carolina based non-profit that aims to eradicate the global water crisis. While there, he and several other volunteers worked on three separate borehole wells with their local ground partner, Water is Life International and their incredibly hard working crew of locals. They utilized what is known as a percussion-well drilling technique, manually drilling down 21-meters to the aqua-fore and then assembling the actual well pump. Ed also learned about Sustainable Living Teams (SLTs) which are groups of 10-15 women who through financial awareness training are able to save weekly and then make small loans (with interest) to one another to enhance whatever livelihood they already have, or to help start a small business. These teams were extraordinary and their communities were really beginning to thrive. 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

Everyone at Epic Capital wanted to do something for the families suffering from the devastation that took place in Puerto Rico during the hurricanes. So we spent our morning sorting donated goods that will be shipped down and disseminated to those in need. It is extraordinary what the Second Harvest Food Bank of Metrolina does, serving over 725 non-profits in the Carolinas, and doing the work that needs doing to support those in the time of crisis. Bravo Mark and team. Please consider making a donation, or reach out to them and serve as well!


We 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

Few terms in personal finance are as important, or used as frequently, as “risk.” Nevertheless, few terms are as imprecisely defined. Generally, when financial advisors or the media talk about investment risk, their focus is on the historical price volatility of the asset or investment under discussion.
As Americans get their grills and beach chairs ready for the July 4th holiday, the stock market and the weather across much of the country have both been on heaters. Stocks and bonds continue to effectively navigate a complex policy landscape shaped by evolving trade dynamics, geopolitical tensions, and fiscal stimulus. The market’s resilience in … Continue reading “Market Update – America Gets Record High Stock Prices for Its Birthday”
Birthdays may seem less important as you grow older. They may not offer the impact of watershed moments such as getting a driver’s license at 16 and voting at 18. But beginning at age 50, there are several key birthdays that can affect your tax situation, health-care eligibility, and retirement benefits.
During times like these when geopolitical headlines can be unsettling for investors, we at LPL Research like to remind ourselves of one of our key investing principles. Markets have always faced challenges —ranging from geopolitical conflicts and economic downturns to natural disasters, political upheaval and health crises. These events often trigger short-term volatility and shake … Continue reading “Why Long Term Investing Beats Selling in Volatile Times”
Are you concerned about the inheritance taxes your heirs may have to pay? Then you may want to consider creating charitable lead trusts.
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Your privacy is important to us. We will not rent or sell your information.