Category Archives: Investment Planning
Getting Off On The Right Foot in 2012
A look at some financial changes & the opportunities they may present. Every year brings some financial change, so here are some relevant changes relating to investment, tax and estate planning for 2012. Retirement plans. 401(k), 403(b) and 457 plan annual contribution limits rise slightly to $17,000, and you can contribute an additional $5,500 to [...]
European Rescue Package
Here is a great piece written by LPL Financial’s Chief Market Strategist, Jeffrey Kleintop. After seeing Jeffrey present back in early August in the midst of extraordinary market volatility, it became very obvious that he simply gets it. His observations are clear and concise, his forecasts very easily understood, and his knowledge level is second [...]
Greetings from Charlotte, North Carolina
Greetings from Charlotte, North Carolina, and Welcome to Epic Capital’s first ever “Epic Insights” blog post! We will keep this post short, as we are simply excited to take this blog site live, but please know that we will be adding much more content in the days, and weeks to come. Ever since Epic Capital [...]





