Market Update 12-6-2018 – Comparing the Yield Curve

Here’s the next edition of our market update series. (11 minute video) Topics covered in this Video Market Update; Summary of the last 5 recession periods 2 year vs 10 year yield curve inversion How early of a signal is this indicator Overlay for 2’s and 10’s indicator with the S&P 500 and how much…

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What’s next? – November 1st Market Update

Warning: This is our first attempt at doing a video market update – so please be patient with us as we get better at this.  That being said, please feel free to email me your feedback (info@epictrust.com). What would you like to see more of?  How long would you like to see these videos? etc…?…

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Could earnings season pull us out of this market slump?

Is this the beginning of the next recession? The short answer: No – Not yet. For now, the losses in the stock market are looking like our typical “one to two time per year pull-back” that we never enjoy going through but statistically these happen on a regular basis. The good news is, the fundamentals…

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It’s Not Time To Panic… YET

Holy Smokes!  To say that the last few trading days since the beginning of February have been rough would be an understatement.  Although… the market hasn’t hit a point of “Devastation” yet either.  We’re FINALLY seeing a bit of volatility in the market that we haven’t seen in well over 2 years. I think many…

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Tax Reform – Small Businesses and Families to Benefit?

  Are you for or against the tax bill?  From a middle of the road perspective, there’s some good and bad for all tax paying classes in America.  Kind of like salt and pepper.  Gotta have some good with the bad. Ultimately, there’s some really great stuff for business owners and families and that means…

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Six Ways To Catch Up For Retirement in a Hurry

Have you ever wondered, “Have I saved enough money to retire?” Or maybe, “Will I be able to continue enjoying my current lifestyle when I’m no longer working?” If so, you’re on the right track. The fact that you are even thinking about these concerns shows that retirement is on your mind and you’re ready…

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Does Your Financial Plan Need a Second Opinion?

When we face life’s tough decisions, such as a career move, relocation, or a medical treatment, we usually conduct research and gather as much information as possible. Sometimes we look to trusted mentors, family, friends, or even the Internet in order to make the most informed decisions. In the same way, creating and customizing a…

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Your Financial Crisis Checklist

At Epic Trust Investment Advisors, we often help people through financial crises. This includes anything from divorce or the death of a spouse or parent to the loss of a job or even receiving a financial windfall. During my career, I’ve seen people make damaging financial mistakes during times of stress or change. Since major…

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What We Do and How We Can Help

Retirement is one of the biggest milestones in life and, as a result, can cause a lot of stress and concern. Without a personalized roadmap, the path to retirement can be full of speed bumps and potholes. But the road ahead can be less strenuous if you have a clear strategy and a knowledgeable financial…

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