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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Why I Became a Financial Advisor

Many of us experience moments in life that impact our future or our choices. I experienced such a moment in my early twenties that kickstarted my career. I was a few years past high school, had spent a couple years on a service mission for my church, and at that point I hadn’t yet figured…

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Spooked by Retirement?

Are you a bit Spooked about Retirement? Depending on who you ask, the “R” word conjures up all kinds of different emotions – from happy days spent on the links and traveling with your significant other – to the fear and anxiety many people face by not having a retirement plan or the money to…

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IT’S THAT TIME OF YEAR – FOR AN ELECTION!

WHO DOES WALL STREET WANT TO WIN? Did you know that your portfolio doesn’t care who wins the White House this November? That’s right. While as individuals, WE care about the outcome because it affects our ideals. However, the result of the election from a *historical research standpoint teaches us that we are just as…

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