Category: Resources

Epic Capital Impact – Fall 2019

Nov 7, 2019

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Epic Capital Insights – Fall 2019

Nov 7, 2019

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Epic Capital Impact – Summer 2019

Jul 11, 2019

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Epic Capital Insights – Summer 2019

Jul 11, 2019

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2019 Mid Year Outlook

Jun 25, 2019

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Epic Capital Impact – Spring 2019

Apr 26, 2019

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Epic Capital Insights – Spring 2019

Apr 15, 2019

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Teach your Heirs


Epic Capital Impact – Winter 2019

Jan 18, 2019

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The Rise of ESG


Epic Capital Insights – Winter 2019

Jan 15, 2019

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An Executive Checklist


Outlook 2019

Jan 11, 2019

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Great Financial Resource Guide


More Insights

Dec 13, 2019

The I.R.S. just increased the annual contribution limits on IRAs, 401(k)s, and other widely used retirement plan accounts for 2020. Here’s a quick look at the changes.

Dec 11, 2019

Across the country, people are saving for that “someday” called retirement. Someday, their careers will end. Someday, they may live off their savings or investments, plus Social Security.  They know this, but many of them do not know when, or how, it will happen. What is missing is a strategy – and a good strategy … Continue reading “Creating a Retirement Strategy”

Dec 9, 2019

Good credit may open doors. It is vital to securing a loan, a business loan, or buying a home. When you establish and maintain good credit in college, you create a financial profile for yourself that can influence lenders, landlords, and potential employers. Unfortunately, some college students do not have good credit. In fact, Credit … Continue reading “Establishing Good Credit in College”

Dec 6, 2019

Financial generalizations are as old as time. Some have been around for decades, while others have only recently joined their ranks. Let’s examine a few common retirement assumptions. Retirement means I can stop investing. In the past, retirement was viewed as an “end” in many ways. These days though, retirement is often seen as an opportunity … Continue reading “Debunking Common Retirement Assumptions”

Dec 4, 2019

What is a relationship with a financial advisor worth to an investor? A 2019 study by Vanguard, one of the world’s largest money managers, attempts to answer that question. Vanguard’s whitepaper concludes that when an investor works with an advisor and receives professional investment advice, they may see a net portfolio return about 3% higher … Continue reading “Measuring the Value of a Financial Advisor”

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