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Infographic: Buying vs Leasing - Tips for Stretching Your Car Budget As Far As It Can Go

Submitted by Epoch Wealth Management on December 4th, 2017

Buying vs. Leasing_ Tips for Stretching Your Car Budget.png

 

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High Net Worth Families Need a Complete Risk Management Plan

Submitted by Epoch Wealth Management on November 4th, 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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Protecting Your Intellectual Capital

Submitted by Epoch Wealth Management on November 4th, 2017

Many people, who have achieved success and wealth through their business, have done so with their intellectual capital. What exactly is intellectual capital? This is the sum of the business’ hidden assets, such as its human resources, knowledge, intellectual property, and all of the client and stakeholder relationships that bring immeasurable value to the company.

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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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Infographic: 8 Tips for Finding Balance Between Work and Life

Submitted by Epoch Wealth Management on July 28th, 2017

8 Tips for Finding Balance Between Work and Life (1).png

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Five Things You Should Expect From Your Financial Advisor

Submitted by Epoch Wealth Management on July 28th, 2017

In the realm of investment advice, value is defined by what you receive from your advisory relationship that meets or exceeds your expectations.

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Are Advisory Fees Tax Deductible?

Submitted by Epoch Wealth Management on July 21st, 2017

It’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.”

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