Skip to main content

Epoch Wealth Management

  • Home
  • About You
  • Your EWM Benefits 
    • All About You Process
    • Your Plan Components
  • About Us 
    • Our Founder
  • Contact
  • Blog
  • Epoch View

    You are here

  1. Home
  2. Blog

Blog

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.

  • Read more

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?

  • Read more

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?

  • Read more

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

Resources

  • Read more

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.

  • Read more

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.”

  • Read more

How Political Climates Affect the Financial Markets

Submitted by Epoch Wealth Management on July 14th, 2017

If 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?

  • Read more

Beneficiary Benefits—Keeping Designees Updated Matters Big Time

Submitted by Epoch Wealth Management on July 9th, 2017

The 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.

Tags:
  • beneficiaries
  • Read more

Think You’re Covered for Travel Abroad? Think Again

Submitted by Epoch Wealth Management on June 2nd, 2017

World travel, both for business and pleasure, is on the rise again and with it the risk exposures for travelers. Liabilities and risks that most people typically cover with a typical homeowner’s policy or travel benefits from their credit card companies are multiplied when traveling the globe.

  • Read more

Sure, You're Insured…But Does Your Policy Really Protect Your Business?

Submitted by Epoch Wealth Management on May 30th, 2017

Business owners, by their nature are creatures of optimism. The last thing that business owners want to think about is what can go wrong. If they have the right kind of insurance coverage, they may not have to think about it. It takes a thorough assessment of all of the possible risks and the business’ exposure to them to construct the right kind of insurance coverage.

  • Read more
  • « first
  • ‹ previous
  • …
  • 4
  • 5
  • 6
  • 7
  • 8
  • 9
  • 10
  • 11
  • 12
  • next ›
  • last »

Have a Question?

Recent Blog Posts

  • What does "Wealth" Mean to You?
  • Retiring Abroad
  • Debt and Retirement: Can You Handle Both?

Archived Blog

  • January 2023 (2)
  • December 2022 (1)
  • November 2022 (1)
  • October 2022 (1)
  • September 2022 (1)
  • August 2022 (1)
  • June 2022 (1)
  • May 2022 (2)
  • April 2022 (2)
  • March 2022 (1)
  • February 2022 (2)
  • January 2022 (1)
  •  
  • 1 of 5
  • ››

Categories

  • beneficiaries (1)
  • IRA 401 (1)
  • save (1)

Let's Talk


Sound like your kind of place? 

Are you ready to begin a new era of wealth management in a relaxed, friendly setting? If you are, we should sit down (or meet via video conference) and learn more about each other.

Just call us, email us, or fill out the form, and we'll be sure to get in touch. Phone: 440.600.2897
Email: info@epochwm.com

  • Share on Facebook
  • Linkedin Share Button

DISCLOSURE  |  FORM ADV

© 2023 Epoch Wealth Management. All rights reserved.

Website Design For Financial Services Professionals