Impact Investing

Investment strategies that align your capital with your values, adding an additional layer of analysis when evaluating opportunities.

We are specialists in the area of impact investing and we bring forth unique ideas and strategies that are congruent with our clients’ social and environmental values. Impact investing is not an asset class; it’s a lens through which one looks when constructing an investment portfolio. We work in partnership with our clients in designing personalized financial planning and investment management strategies that look to satisfy their heart and mind, and in accordance with their wealth management, philanthropic, and legacy planning goals. See our Partner Page for a list of organizations which help us to fulfill our own mission.

Epic Insights

Exceptions to 10% Early Withdrawal Penalty
May 20, 2024

Withdrawing taxable funds from a tax-deferred retirement account before age 59½ generally triggers a 10% federal income tax penalty, on top of any federal income taxes due. [Distributions from Section 457(b) plans are generally not subject to an early distribution penalty; and the penalty for distributions from SIMPLE IRA plans during your first two years … Continue reading “Exceptions to 10% Early Withdrawal Penalty”

Early Retirement Offer?
May 20, 2024

In today’s corporate environment, cost cutting, restructuring, and downsizing are the norm, and many employers are offering their employees early retirement packages. But how do you know if the seemingly attractive offer you’ve received is a good one? By evaluating it carefully to make sure that the offer fits your needs.

Bad Money Habits to Break
May 17, 2024

Do bad money habits constrain your financial progress? Many people fall into the same financial behavior patterns, year after year. If you sometimes succumb to these financial tendencies, now is as good a time as any to alter your behavior.

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