Outlook 2017
Jan 3, 2017
Loaves & Fishes
Dec 16, 2016
A cold morning indeed, but our hearts were warmed by the incredible outpouring of support we saw throughout the day. We had the opportunity to pick up donated food items at two local schools, Stoney Creek Elementary and Huntingtowne Farms Elementary. The amount of food donated by the families of the children at those schools was extraordinary. We were truly in awe. What an honor to play a small role in that effort. To learn more about the amazing work being done at Loaves & Fishes, or to make a donation, please visit their website: https://www.loavesandfishes.org/
US SIF Foundation Releases 2016 Trends Report
Nov 15, 2016
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
Donald 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
Managing 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
Society of St. Andrews
Aug 17, 2016
What a FUN morning, “gleaning” watermelons with the Society of St. Andrew at Barbee Farms in Concord, NC. Gleaning is the act of collecting leftover crops from farmers’ fields after they have been commercially harvested, and giving them to the poor and impoverished. We gleaned about 5,000 pounds of melons which has already been delivered to Hickory Grove Baptist’s food pantry, to soup kitchens/pantries in Kannapolis, and to a low income apartment community in East Charlotte. For more information or to volunteer with the Society of St. Andrew – Carolinas, contact Jean Siers or visit their website: http://endhunger.org/north-carolina/
2016 Mid Year Outlook
Jul 21, 2016
Charlotte Rescue Mission’s Dove’s Nest
Jul 20, 2016
What an incredible way to start the day, prepping and serving lunch for the women at Dove’s Nest, a women’s residential facility that supports women and their children who are suffering from the disease of drug and alcohol addiction. We met some truly inspiring women, and would encourage others to learn more about the incredible work they do. Supported and run by the Charlotte Rescue Mission, visit their website at CharlotteRescueMission.org
2016 Annual Limits Relating to Financial Planning
May 31, 2016
Epic Capital Insights – Winter 2016
May 31, 2016
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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”
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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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