Insights + Resources

Common Wealth Charlotte

Dec 6, 2018

Common Wealth Charlotte is a local non-profit that provides financial literacy education and access to non-predatory financial services to Charlotte’s low-income families. Epic Capital has been a big fan and supporter of theirs over the past several years. Mid last year we partnered with them on a volunteer basis, serving monthly at their financial workshops.

Charlotte has approximately 150,000 residents working full time and making 30 to 35 percent of the area median income (AMI). As a partner to 36 local nonprofits and workforce development agencies, CWC’s goal is to assist in the achievement of financial independence through innovative financial education, asset-building strategies and access to non-predatory banking services and loans. CWC believes financial instability underpins every challenge faced by this population, including housing, transportation, education, employment security, debt management and access to healthcare. CWC’s mission to establish pathways to financial stability is integral to this population’s well-being, as well as to Charlotte’s community-wide initiative of increasing upward mobility for its underserved residents. To learn more about the incredible work they do or to help support their efforts, please visit www.commonwealthcharlotte.org.

More Insights

Mar 27, 2019

Having attended the 2018 SRI Conference in Colorado Springs, aka: SRI in the Rockies back in November, I remember returning not only inspired to continue the work we do, but reassured that the work we do for our clients is simply the right work to be doing. SRI is the acronym for investments that focus not only on a financial … Continue reading “You Don’t Know What You Don’t Know”

Oct 31, 2018

WASHINGTON, D.C., Oct. 31 – The US SIF Foundation’s 2018 biennial Report on US Sustainable, Responsible and Impact Investing Trends,released today, found that sustainable, responsible and impact investing (SRI) assets now account for $12.0 trillion—or one in four dollars—of the $46.6 trillion in total assets under professional management in the United States. This represents a 38 … Continue reading “US SIF Foundation Releases 2018 Biennial Report On US Sustainable, Responsible And Impact Investing Trends”

Apr 18, 2017

While doing my annual Spring “office clean”, I came across an article that I had printed out from June of last year (Trust & Estates, June 30, 2016 – Patricia Angus). I re-read it and felt that I needed to share it here. It resonates with me on several fronts, and it may very well resonate with you as a … Continue reading “Are You “Wealthy”?”

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 … Continue reading “US SIF Foundation Releases 2016 Trends Report”

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 … Continue reading “Market Impact of a Trump Presidency”

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