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
You’re beginning to accumulate substantial wealth, but you worry about protecting it from future potential creditors. Whether your concern is for your personal assets or your business, various tools exist to keep your property safe from tax collectors, accident victims, health-care providers, credit card issuers, business creditors, and creditors of others. To insulate your property … Continue reading “Estate Planning – Protecting Your Assets”
You know how important it is to plan for your retirement, but where do you begin? One of your first steps should be to estimate how much income you’ll need to fund your retirement. That’s not as easy as it sounds, because retirement planning is not an exact science. Your specific needs depend on your … Continue reading “Estimating Your Retirement Income Needs”
As June begins, markets continue to navigate a complex landscape shaped by trade policy shifts, an uncertain economic and earnings outlook, and bond market headwinds. Several key developments in recent weeks may have implications for markets:
April showers came a month early as stocks fell in March. Tariffs were the primary cause of the market jitters, although that uncertainty became too much for markets to shrug off once economic data started to weaken.
A successful investor maximizes gain and minimizes loss. Though there can be no guarantee that any investment strategy will be successful and all investing involves risk, including the possible loss of principal, here are six basic principles that may help you invest more successfully.
Epic Capital provides the following comprehensive financial planning and investment management services: Learn More >