The year is winding down, and you may be thinking of giving. In fact, you may want to explore the different ways in which you can donate to a charity or non-profit organization, apart from just making a cash gift. Consider some of the alternatives of charitable giving. (more…)
“Conscious” Capitalism? An oxymoron it is not. It is a movement sweeping across the globe and growing in size, popularity and in the impact that it is having for those business leaders who embrace it. It, in my opinion, should become the standard by which businesses are evaluated for investment and judged in the court of public opinion for its popularity by the consumer. A bold statement indeed, and maybe one better served as a vision for an ideal world, but the pragmatic nature of its four core tenants give it great viability. (more…)
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…)
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…)
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…)
Key Takeaways Volatility came back with a vengeance this week as selling pressure in the mega cap space dragged down the broader market. Counterbalancing weakness in these heavyweight names poses a challenge for the rest of the market. Overbought conditions can also be blamed for the recent weakness. The S&P 500 reached a 14.9% premium … Continue reading “Market Update – Assessing the Technical Damange”
Life insurance can be an excellent tool for charitable giving. Not only does life insurance allow you to make a substantial gift to charity at relatively little cost to you, but you may also benefit from tax rules that apply to gifts of life insurance.
When you think of Social Security, you probably think of retirement. However, Social Security can also provide much-needed income to your family members when you die, making their financial lives easier. Your family members may be eligible to receive survivor benefits if you worked, paid Social Security taxes, and earned enough work credits. The number … Continue reading “Social Security Survivor Benefits”
Information vs. instinct. When it comes to investment choices, many people believe they have a “knack” for choosing good investments. But what exactly is that “knack” based on? The fact is, the choices we make with our assets can be strongly influenced by factors, many of them emotional, that we may not even be aware … Continue reading “Making Investment Choices”
As a business owner, you should carefully consider the advantages of establishing an employer-sponsored retirement plan. Generally, you’re allowed certain tax benefits for establishing an employer-sponsored retirement plan, including a tax credit for establishing the plan and a deduction for contributions you make. In return, however, you’re required to include certain employees in the plan, … Continue reading “Retirement Plans for Small Businesses”
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