Author: admin

A Lesson from Uganda

Feb 12, 2016

Exactly one month ago today, I returned from a 12-day trip to Uganda. While there, myself and a group of 15 others did water projects such as building a rainwater harvest tank and making and distributing bio-sand filters. The organization that hosted the trip was a non-profit based out of Boone, NC called Wine to Water. Their founder, Doc Hendley, received a CNN Hero award back in 2009 for the incredible work that he himself had done both in Darfur and Uganda. Doc has inspired thousands, myself included. The work they do at Wine to Water changes lives. In fact, it changes entire communities. They do real boots on the ground stuff, bringing clean water to those in need. They make an impact with what they do. And I’ve seen it first hand. (more…)

Tags: Current Events, Education Planning, Estate Planning, Income Planning, Investment Planning, Long-Term Care Planning, Philanthropic Planning, Retirement Planning

The Zuckerberg Impact

Dec 3, 2015

If #GivingTuesday wasn’t great enough on it’s own, Facebook ‘s founder and CEO Mark Zuckerberg stole the show with an absolutely extraordinary pledge to give away 99% of his Facebook fortune over his and his wife Priscilla Chan’s lifetime. That amount, as it stands today would total over 45 billion dollars. This will be done through their ongoing platform entitled the Chan Zuckerberg Initiative. Basically, the Chan Zuckerberg Initiative allocates money to organizations around the country — and eventually, the world — in order to make it a better place for everyone. (more…)

Tags: Current Events, Estate Planning, Philanthropic Planning

#GivingTuesday

Dec 1, 2015

There is something extraordinarily special about this day, Giving Tuesday, that simply compelled me to write about it. Unfortunately not everyone will share my overly rose-colored view of #GivingTuesday. Some may see this simply as a day of slight annoyance due to the abundance of e-mails asking for monetary donations. But here at Epic Capital, we see things differently. Given the number of non-profit organizations where our employees have served as board members, we recognize the potential impact of a global campaign like this. (more…)

Tags: Current Events, Estate Planning, Philanthropic Planning, Tax Planning

Crisis Assistance Ministries

Nov 13, 2015

What a great way for Epic Capital employees to start their Friday! They spent the early part of their day volunteering at Crisis Assistance Ministries, an amazing organization that provides clothing, furniture and household goods to those in need. Check them out online at https://www.crisisassistance.org/

Stock Market Closes Down After Historic Slide (TV)

Oct 27, 2015

https://www.youtube.com/watch?v=eyML0axDoks

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

Second Harvest Food Bank

Aug 26, 2015

Several employees from Epic Capital spent the morning volunteering at the Second Harvest Food Bank (www.FeedingAmerica.org) as part of the firms Epic Outreach program. Thank you to Anthony for your thorough instruction, your expertise and most importantly your passion for what you do!

Charlotte Rescue Mission

Apr 17, 2015

Several staff members from Epic Capital “served it up” today for breakfast at the Mens’ Rebound Center at Charlotte Rescue Mission.  Charlotte Rescue Mission is a leader in providing free Christian-based residential recovery programs that help people struggling with the disease of addiction achieve long-term sobriety, find employment and stable housing, and restore and build healthy relationships. To volunteer, donate or just to learn more about the incredible work they do transforming lives, visit their website at http://charlotterescuemission.org/

We’re Off to See the Wizard!

May 30, 2014

“We’re off to see the wizard!” a simple phrase that is universally known. To think, a movie that was released in 1939 still to this day brings great imagination and memories into the hearts of children and adults alike: the legendary film The Wizard of Oz. It was voted a “top 10 movie” of all time and, more importantly, it was my mother’s favorite. She was a big Judy Garland fan and was head-over-heels for musicals. One of the most memorable scenes was when Dorothy exited the door of her house after it had been swept up by the tornado and landed in Munchkin Land. She exited the door, Toto in arm, and immediately the movie turned from black and white to color. It’s a beautifully put together scene and an incredible use of Technicolor, a fairly new film-coloring technology at the time. (more…)

Are You Fi-Organized?

May 5, 2014

Is your financial house in good order? Do you know where everything is?  How long would it take you to pull together all of your important financial documents? Minutes… or hours? Some of you may be thinking it could take days because you aren’t the one who handles the finances for the household or even if you do, you may have forgotten how to access certain financial documents online, or maybe worse, things are just scattered everywhere. The answer should be “minutes.” And if it’s not, it’s truly time to get financially organized, or as I like to call it, Fi-Organized or Fi-Org’d for short. (more…)

Stress Test Your Portfolio

Mar 27, 2014

I believe it was Peter Lynch, the legendary mutual fund manager of the Fidelity Magellan Fund that once said, “Prior to retirement have as much in stocks as you can possibly stomach, and then after retirement, have as much in stocks as you can possibly stomach.” In other words, the amount of risk you should take in the stock market, completely and without question, depends on your own personal tolerance for risk. How much risk can you stomach?  That’s the million dollar question. (more…)