Why We Embrace Conscious Capitalism®
Apr 6, 2016
“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…)
Tags: Current Events, Employee Benefit Planning, Investment Planning, Philanthropic Planning
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
More Insights
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”
May 29, 2016
The phrase “impact investing” has become the lead moniker chosen to represent several purpose-driven or values-driven strategies that have evolved over the last two decades. Other names such as “sustainable investing”, “socially responsible investing or sustainable, responsible and impact (SRI)”, “corporate social responsibility (CSR)”, “environmental, social and governance (ESG)”, all seem to have been folded-up … Continue reading “Impact Investing: Performance, Purpose and Positioning”
Apr 6, 2016
“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 … Continue reading “Why We Embrace Conscious Capitalism®”
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