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  3. September 2017

September 2017

High Net Worth Families Need a Complete Risk Management Plan

Submitted by Epoch Wealth Management on September 9th, 2017

Because there isn’t a one-size-fits-all plan that could possibly fit the unique needs of every family, risk management is a process that focuses on the problem of risk at every level of a family’s lifestyle in order to ultimately arrive at a solution for each. Each risk calls for separate measures, which usually require separate forms of insurance.

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Is an Investment Advisor Really Worth the Investment Advisory Fee?

Submitted by Epoch Wealth Management on September 9th, 2017

A recent survey indicates that an increasing number of high net worth investors are willing to pay for solid, unbiased, fee-only investment advice, which is not surprising considering the challenges of today’s markets.

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What's the Deal with Robo Advisors?

Submitted by Epoch Wealth Management on September 9th, 2017

If you follow any financial publications, there’s no doubt that you’ve seen the words “Robo Advisor” splashed across the pages. It’s flashy, it’s buzzy, but what exactly is the deal with Robo Advisors?

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What's the Deal with Robo Advisors?

Submitted by Epoch Wealth Management on September 9th, 2017

If you follow any financial publications, there’s no doubt that you’ve seen the words “Robo Advisor” splashed across the pages. It’s flashy, it’s buzzy, but what exactly is the deal with Robo Advisors?

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