Infographic: 8 Tips for Finding Balance Between Work and Life
Submitted by Epoch Wealth Management on July 28th, 2017
Resources
July 2017
Five Things You Should Expect From Your Financial Advisor
Submitted by Epoch Wealth Management on July 28th, 2017In the realm of investment advice, value is defined by what you receive from your advisory relationship that meets or exceeds your expectations.
Are Advisory Fees Tax Deductible?
Submitted by Epoch Wealth Management on July 21st, 2017It’s tax season again, and a question we get from a number of clients after receiving their yearend statements is, “Are my investment advisory fees tax deductible?” And the answer is an equivocal, “It depends.”
How Political Climates Affect the Financial Markets
Submitted by Epoch Wealth Management on July 14th, 2017If you’re a fan of political dramas on televisions, you’ll know that the turbulent world of politics has an affect on the global financial markets. But what about in real life? How much does art - if you can call shows like Scandal, Veep, and House of Cards art - imitate life, and vice versa?
Beneficiary Benefits—Keeping Designees Updated Matters Big Time
Submitted by Epoch Wealth Management on July 9th, 2017The term beneficiary crops up every now and again. Usually you’ll see it on an insurance form or hear about it in relation to a will, but despite the nonchalance we toss the term around with, beneficiaries are incredibly important. Let’s break down the details on how and why beneficiaries matter.
