Managing Director, Ed Doughty, and Client Services Associate Jason Dimitriou just returned from an 8-day trip serving in the Dominican Republic with Wine To Water, a North Carolina based non-profit that aims to eradicate the global water crisis. While there, they worked in a factory where they learned the ceramic filter making process. They then distributed the filters to locals in a remote mountainside community. In addition they were able to pass out over 130 hygiene kits as well as teach a WaSH program (Water, Santitation and Hygiene).To learn more about this extraordinary organization that is very near and dear to us here at Epic Capital, or to help support their efforts, please visit them at http://winetowater.org
With the children now out of the house, financial priorities become more focused on preparing for retirement. At this stage, you may very likely be at the height of your earning power and fast approaching peak savings as you lay the groundwork for retirement. During this final leg to retirement – and throughout your retirement … Continue reading “Insurance Needs for Empty Nesters and Retirees”
“What is your greatest retirement fear?” If you ask any group of retirees and pre-retireesthis question, “outliving my money” will likely be one of the top answers. In fact, 51% of investors surveyed for a 2019 AIG retirement study ranked outliving their money as their top anxiety. Retirees face greater “longevity risk” today. The Census Bureau … Continue reading “Reducing the Risk of Outliving Your Money”
For many investors, it can be tempting to think of one’s portfolio in terms of “gains” or “losses.” True, this is a central concept to understanding market behavior, but to truly maximize your investing knowledge, you also need to know about “unrealized gains,” “unrealized losses,” and how they can work to your advantage. As always, … Continue reading “Unrealized Loss and Gain”
As a consumer, when you purchase an expensive item, like a car or refrigerator, you expect to receive a warranty that the manufacturer will repair or replace that product if it breaks down. A warranty makes sense for big-ticket purchases, but what about for a home?
Cybercrime affects both large corporations and private individuals. You’ve likely read about the large data breaches in the business world. These crimes are both expensive and on the rise. The U.S. Identity Theft Resource Center says that these corporate data breaches reached a peak of 1,632 in 2017. The response to the growing need for data … Continue reading “Cybersecurity”
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