Epiphany Capital

Epiphany Capital Keeping investors rooted in investment truth: that returns come from markets, not superior stock sel

Epiphany Capital is unique in that they strategically combine Free Market Investing principles with Behavioral Investment Coaching. They firmly believe that markets are efficient and unpredictable and therefore stock (bond, mutual fund) selection and market timing are a fool’s errand. They utilize passively managed portfolios which are scientifically and academically engineered to extract every ba

sis point of return for the particular level of risk taken. The foundation of these portfolios are rooted in academia and Nobel Prize winning concept of Economics. Epiphany Capital also recognizes that portfolios mean nothing to clients if they fail to stay invested in them. Our behavioral investment coaching keeps investors rooted in investment truth: that returns come from markets, not superior stock selection or market timing and to stay the course by providing clarity, direction, and confidence.

Blog Post Alert: The Importance of Keeping Focus on the Things YOU Control
12/31/2024

Blog Post Alert: The Importance of Keeping Focus on the Things YOU Control

If you’ve ever tried to teach a child to ride a bike without training wheels, you’re probably familiar with the following scenario. The kid is on the bike, feet on the pedals, hands on the handlebars. You the adult are holding firmly onto the back of the bike seat. The strategy is to keep the bi...

Blog Post Alert: There's no need for regret--You always could have done better
12/24/2024

Blog Post Alert: There's no need for regret--You always could have done better

The 1994 movie Forrest Gump featured one of the best fictional investing decisions in all of film. Late in the movie, Gump receives a letter from his war buddy and business partner Lieutenant Dan, which informs him how Dan has invested the profits from their shrimp business. “He’s got me investe...

Blog Post Alert: Checklist Time! What issues should I consider when harvesting capital losses?
12/17/2024

Blog Post Alert: Checklist Time! What issues should I consider when harvesting capital losses?

Selling some investments that have unrealized tax loss has the potential to offset the tax liability that is triggered when other investments are sold at a gain. This strategy is called tax-loss harvesting, and it’s one we consider for our clients. Now is a great time for us – as a team – to t...

Blog Post Alert: When money behavior follow the script
12/10/2024

Blog Post Alert: When money behavior follow the script

In the movie Groundhog Day , Bill Murray’s character finds himself having the same interactions over and over again. In fact, early in the story he puts a great amount of effort into trying to break out of these rote exchanges. But one of the things that has made the movie so enduringly popular, i

Blog Post Alert! Retiring early might solve one problem, but cause another!
12/03/2024

Blog Post Alert! Retiring early might solve one problem, but cause another!

For many working people, the ominous feeling begins on Sunday night. They know that when they wake up on Monday, they are going to have to make it through another tough day at their job—research says that Mondays are the most stressful days at work. Dr. Jordan Grumet often felt this way. Burned ou...

Blog Post Alert: Flowchart: Should I use a Donor Advised Fund (DAF) when giving to public charities?
11/26/2024

Blog Post Alert: Flowchart: Should I use a Donor Advised Fund (DAF) when giving to public charities?

A meaningful part of your financial plan is your charitable giving. Perhaps it’s the ideal time to put a charitable giving strategy in place to help you make the most of your donations. Consider strategic giving when you: Want to make a large charitable gift to offset your tax liability Inten

Blog Post Alert: No need to worry: Defeating the biggest fear about money
11/19/2024

Blog Post Alert: No need to worry: Defeating the biggest fear about money

Fear doesn’t just make you anxious. It limits what you can do, because you naturally steer clear what you fear. For example, let’s say you’re afraid of water. According to Harvard Medical School, the fear of water (or aquaphobia) is common. And it causes some people to avoid the kind of deep w...

Blog Post Alert: More than Money: How 4 Key Traits Enable Retirement Success
11/12/2024

Blog Post Alert: More than Money: How 4 Key Traits Enable Retirement Success

 Have you ever been talked into participating in an “adventure” that turned out to be a lot harder than you were led to believe? Maybe a friend convinced you to run a half marathon with them, or tag along for a 60-mile bike ride. “It won’t be that hard,” they promise. And even after y...

Blog Post Alert: Checklist: What issues should I consider before the end of the year?
11/05/2024

Blog Post Alert: Checklist: What issues should I consider before the end of the year?

As the end of the year approaches, we want to help you spot time-sensitive planning opportunities. Perhaps you… Are considering making year-end gifts to charitable organizations or family members and need to determine your optimal funding strategy; Are looking to reduce your income tax liabil

Blog Post Alert: Don't make the same mistakes we did: Advice from retirees looking back
10/29/2024

Blog Post Alert: Don't make the same mistakes we did: Advice from retirees looking back

In his song “Letter to Me,” country singer Brad Paisley gives the advice to his teenage self that might have made his subsequent life a little easier. Some of his instructors are very specific: “At the stop sign at Thomlinson and 8th, always stop completely, don’t just tap your brakes.” So...

Blog Post Alert: Checklist: What issues should I consider with my employer-provided benefits?
10/22/2024

Blog Post Alert: Checklist: What issues should I consider with my employer-provided benefits?

We want to set you up for a successful benefit election period. Your employer-provided benefits are an important part of your financial plan, and we can maximize their effectiveness.  Perhaps you… Want to make sure your employer-provided retirement plan is optimized for your risk tole

Blog Post Alert: How to make good habits stick
10/15/2024

Blog Post Alert: How to make good habits stick

You’ve probably heard the saying, “If you keep doing the right things, you’ll eventually get the results you want.” This wise advice applies to situations where you’re putting in a lot of effort but not yet seeing much result. It could be anything from golfing to parenting to working in sa...

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