Epic Trust Financial Group

Welcome to 2022!

It’s a new year, and many financial investors are reviewing the past year in order to gauge what the new year might look like economically. While no one has a crystal ball, and the COVID-19 pandemic has thrown some financial curveballs, there are some key factors that investors and financial planners are looking at to navigate the coming months.

Investment advisors Jeff Lewis and Marc Livernois share some of their insights with you during today’s podcast from Epic Trust Financial Group LLC. 

Questions about your investments or taxes? Send an email to [email protected] using PODCAST in the subject line to ask your questions for Jeff, Nathan, and Marc to address in a future episode.

Disclaimer:

To the extent this podcast discusses any companies, products, or services which Epic currently maintains research coverage on, as well as important disclosures can be obtained by contacting:

Compliance Department

Investments & Financial Planning Services are offered through Epic Trust Investment Advisors, LLC – a Registered Investment Advisor. Investments should be considered within your overall plan, risk tolerance, and financial needs. Participation involves risk – including the potential loss of principal. Tax advice and accounting services are provided by Epic Tax Solutions, LLC. Insurance product are offered by Epic Insurance Solutions LLC and guarantees are subject to the claims-paying ability to the issuing company and are not guarantees offered by Epic Trust Financial Group, LLC or its affiliated companies. Epic Trust Financial Group, LLC is NOT a chartered bank, trust company, or depository institution.

Speakers who are not identified as members of Epic Trust are expressing their own opinion, and their statements should not be construed as reflecting the views of Epic. Third party speakers and the host are not subject to FINRA regulation regarding conflicts and disclosure and the listener should be aware that they may have a financial interest in or other conflicts of interest with any companies discussed. Any opinions expressed herein are statements of Epic’s judgment on this date and are subject to change without notice.

This recording is the copyrighted property of Epic Trust. No part of this recording may be reproduced or used without written permission.

If you've been watching the stock market over the past several weeks, you may have noticed that things are bit all over the place. How much of the recent volatility is due to concerns about a new coronavirus variant, or is this a normal fluctuation for this time of the year? Could stimulus payments be impacting consumer prices and inflation?

Jeff Lewis and Marc Livernois offer some insights into the causes of the recent volatility and whether large and small cap stocks are expected to be profitable in the fourth quarter of 2021.

Questions about your investments or taxes? Send an email to [email protected] using PODCAST in the subject line to ask your questions for Jeff, Nathan, and Marc to address in a future episode.

Disclaimer:

To the extent this podcast discusses any companies, products, or services which Epic currently maintains research coverage on, as well as important disclosures can be obtained by contacting:

Compliance Department

Investments & Financial Planning Services are offered through Epic Trust Investment Advisors, LLC – a Registered Investment Advisor. Investments should be considered within your overall plan, risk tolerance, and financial needs. Participation involves risk – including the potential loss of principal. Tax advice and accounting services are provided by Epic Tax Solutions, LLC. Insurance product are offered by Epic Insurance Solutions LLC and guarantees are subject to the claims-paying ability to the issuing company and are not guarantees offered by Epic Trust Financial Group, LLC or its affiliated companies. Epic Trust Financial Group, LLC is NOT a chartered bank, trust company, or depository institution.

Speakers who are not identified as members of Epic Trust are expressing their own opinion, and their statements should not be construed as reflecting the views of Epic. Third party speakers and the host are not subject to FINRA regulation regarding conflicts and disclosure and the listener should be aware that they may have a financial interest in or other conflicts of interest with any companies discussed. Any opinions expressed herein are statements of Epic’s judgment on this date and are subject to change without notice.

This recording is the copyrighted property of Epic Trust. No part of this recording may be reproduced or used without written permission.

As a small business owner, you may wonder if there's any chance that you'll be able to transition into retirement. You can! You just need an exit strategy. Tax advisor Nathan Burt and investment advisors Jeff Lewis and Marc Livernois talk about some of the things you need to consider.

Questions about your investments or taxes? Send an email to [email protected] using PODCAST in the subject line to ask your questions for Jeff, Nathan, and Marc to address in a future episode.

Disclaimer:

To the extent this podcast discusses any companies, products, or services which Epic currently maintains research coverage on, as well as important disclosures can be obtained by contacting:

Compliance Department

Investments & Financial Planning Services are offered through Epic Trust Investment Advisors, LLC – a Registered Investment Advisor. Investments should be considered within your overall plan, risk tolerance, and financial needs. Participation involves risk – including the potential loss of principal. Tax advice and accounting services are provided by Epic Tax Solutions, LLC. Insurance product are offered by Epic Insurance Solutions LLC and guarantees are subject to the claims-paying ability to the issuing company and are not guarantees offered by Epic Trust Financial Group, LLC or its affiliated companies. Epic Trust Financial Group, LLC is NOT a chartered bank, trust company, or depository institution.

Speakers who are not identified as members of Epic Trust are expressing their own opinion, and their statements should not be construed as reflecting the views of Epic. Third party speakers and the host are not subject to FINRA regulation regarding conflicts and disclosure and the listener should be aware that they may have a financial interest in or other conflicts of interest with any companies discussed. Any opinions expressed herein are statements of Epic’s judgment on this date and are subject to change without notice.

This recording is the copyrighted property of Epic Trust. No part of this recording may be reproduced or used without written permission.

Did you know that Social Security is considered income, and you'll have to pay applicable income taxes? Taxes can have a big impact on your retirement income, and Jeff Lewis and Mark Livernois bring tax expert Nathan Burt into the conversation for this episode.

Questions about your investments or taxes? Send an email to [email protected] using PODCAST in the subject line to ask your questions for Jeff and Marc (and Nathan) to address in a future episode.

Disclaimer:

To the extent this podcast discusses any companies, products, or services which Epic currently maintains research coverage on, as well as important disclosures can be obtained by contacting:

Compliance Department

Investments & Financial Planning Services are offered through Epic Trust Investment Advisors, LLC – a Registered Investment Advisor. Investments should be considered within your overall plan, risk tolerance, and financial needs. Participation involves risk – including the potential loss of principal. Tax advice and accounting services are provided by Epic Tax Solutions, LLC. Insurance product are offered by Epic Insurance Solutions LLC and guarantees are subject to the claims-paying ability to the issuing company and are not guarantees offered by Epic Trust Financial Group, LLC or its affiliated companies. Epic Trust Financial Group, LLC is NOT a chartered bank, trust company, or depository institution.

Speakers who are not identified as members of Epic Trust are expressing their own opinion, and their statements should not be construed as reflecting the views of Epic. Third party speakers and the host are not subject to FINRA regulation regarding conflicts and disclosure and the listener should be aware that they may have a financial interest in or other conflicts of interest with any companies discussed. Any opinions expressed herein are statements of Epic’s judgment on this date and are subject to change without notice.

This recording is the copyrighted property of Epic Trust. No part of this recording may be reproduced or used without written permission.

What are market-linked notes, and how can they improve your earnings potential? Jeff Lewis and Marc Livernois discuss this strategy that they have been putting to work for some of their clients.

Jeff and Marc want to hear from YOU! Send an email to [email protected] using PODCAST in the subject line to ask your questions for Jeff and Marc to address in a future episode.

Disclaimer:

To the extent this podcast discusses any companies, products, or services which Epic currently maintains research coverage on, as well as important disclosures can be obtained by contacting:

Compliance Department

Investments & Financial Planning Services are offered through Epic Trust Investment Advisors, LLC – a Registered Investment Advisor. Investments should be considered within your overall plan, risk tolerance, and financial needs. Participation involves risk – including the potential loss of principal. Tax advice and accounting services are provided by Epic Tax Solutions, LLC. Insurance product are offered by Epic Insurance Solutions LLC and guarantees are subject to the claims-paying ability to the issuing company and are not guarantees offered by Epic Trust Financial Group, LLC or its affiliated companies. Epic Trust Financial Group, LLC is NOT a chartered bank, trust company, or depository institution.

Speakers who are not identified as members of Epic Trust are expressing their own opinion, and their statements should not be construed as reflecting the views of Epic. Third party speakers and the host are not subject to FINRA regulation regarding conflicts and disclosure and the listener should be aware that they may have a financial interest in or other conflicts of interest with any companies discussed. Any opinions expressed herein are statements of Epic’s judgment on this date and are subject to change without notice.

This recording is the copyrighted property of Epic Trust. No part of this recording may be reproduced or used without written permission.

Were you a little (or a lot) concerned about some losses in the stock market last month? Jeff and Marc take a look at what happened is some of the major investment sectors and compare 2021 numbers to September 2020 to find some patterns.

Is the market experiencing a correction? Are there different types of corrections? Tune into the podcast to find out!

Jeff and Marc want to hear from YOU! Send an email to [email protected] using PODCAST in the subject line to ask your questions for Jeff and Marc to address in a future episode.

Disclaimer:

To the extent this podcast discusses any companies, products, or services which Epic currently maintains research coverage on, as well as important disclosures can be obtained by contacting:

Compliance Department

Investments & Financial Planning Services are offered through Epic Trust Investment Advisors, LLC – a Registered Investment Advisor. Investments should be considered within your overall plan, risk tolerance, and financial needs. Participation involves risk – including the potential loss of principal. Tax advice and accounting services are provided by Epic Tax Solutions, LLC. Insurance product are offered by Epic Insurance Solutions LLC and guarantees are subject to the claims-paying ability to the issuing company and are not guarantees offered by Epic Trust Financial Group, LLC or its affiliated companies. Epic Trust Financial Group, LLC is NOT a chartered bank, trust company, or depository institution.

Speakers who are not identified as members of Epic Trust are expressing their own opinion, and their statements should not be construed as reflecting the views of Epic. Third party speakers and the host are not subject to FINRA regulation regarding conflicts and disclosure and the listener should be aware that they may have a financial interest in or other conflicts of interest with any companies discussed. Any opinions expressed herein are statements of Epic’s judgment on this date and are subject to change without notice.

This recording is the copyrighted property of Epic Trust. No part of this recording may be reproduced or used without written permission.

Oregon-based Dutch Bros. recently went public and a surge of Kicker fans helped to push up the initial stock price. Is the purchase based on potential growth or an emotional connection to the drive-thru coffee chain? What are the benefits and pitfalls when it comes to purchasing an IPO? Epic Trust financial advisors Jeff Lewis and Marc Livernois explain why companies go public, and what you should consider before jumping on board.

Jeff and Marc want to hear from YOU! Send an email to [email protected] using PODCAST in the subject line to ask your questions for Jeff and Marc to address in a future episode.

Disclaimer:

To the extent this podcast discusses any companies, products, or services which Epic currently maintains research coverage on, as well as important disclosures can be obtained by contacting:

Compliance Department

Investments & Financial Planning Services are offered through Epic Trust Investment Advisors, LLC – a Registered Investment Advisor. Investments should be considered within your overall plan, risk tolerance, and financial needs. Participation involves risk – including the potential loss of principal. Tax advice and accounting services are provided by Epic Tax Solutions, LLC. Insurance product are offered by Epic Insurance Solutions LLC and guarantees are subject to the claims-paying ability to the issuing company and are not guarantees offered by Epic Trust Financial Group, LLC or its affiliated companies. Epic Trust Financial Group, LLC is NOT a chartered bank, trust company, or depository institution.

Speakers who are not identified as members of Epic Trust are expressing their own opinion, and their statements should not be construed as reflecting the views of Epic. Third party speakers and the host are not subject to FINRA regulation regarding conflicts and disclosure and the listener should be aware that they may have a financial interest in or other conflicts of interest with any companies discussed. Any opinions expressed herein are statements of Epic’s judgment on this date and are subject to change without notice.

This recording is the copyrighted property of Epic Trust. No part of this recording may be reproduced or used without written permission.

What is shadow indexing, and can it strengthen or weaken your long-term investment portfolio? Epic Trust Financial, LLC, Financial Advisors Jeff Lewis and Marc Livernois discuss explain shadow indexing, and offer some things to consider if you've thought about including shadow indexing in your investment strategy. 

They'll also take a look at some of the stocks and business sectors that they think could provide investment dividends heading into the fourth quarter of 2021.

Jeff and Marc want to hear from YOU! Send an email to [email protected] using PODCAST in the subject line to ask your questions for Jeff and Marc to address in a future episode.

Disclaimer:

To the extent this podcast discusses any companies, products, or services which Epic currently maintains research coverage on, as well as important disclosures can be obtained by contacting:

Compliance Department

Investments & Financial Planning Services are offered through Epic Trust Investment Advisors, LLC – a Registered Investment Advisor. Investments should be considered within your overall plan, risk tolerance, and financial needs. Participation involves risk – including the potential loss of principal. Tax advice and accounting services are provided by Epic Tax Solutions, LLC. Insurance product are offered by Epic Insurance Solutions LLC and guarantees are subject to the claims-paying ability to the issuing company and are not guarantees offered by Epic Trust Financial Group, LLC or its affiliated companies. Epic Trust Financial Group, LLC is NOT a chartered bank, trust company, or depository institution.

Speakers who are not identified as members of Epic Trust are expressing their own opinion, and their statements should not be construed as reflecting the views of Epic. Third party speakers and the host are not subject to FINRA regulation regarding conflicts and disclosure and the listener should be aware that they may have a financial interest in or other conflicts of interest with any companies discussed. Any opinions expressed herein are statements of Epic’s judgment on this date and are subject to change without notice.

This recording is the copyrighted property of Epic Trust. No part of this recording may be reproduced or used without written permission.

In this new episode from Epic Trust Financial, LLC, Financial Advisors Jeff Lewis and Marc Livernois talk about whether news headlines are enough to prompt changes in your investments. Jeff and Marc hear from clients clients who get concerned when they see news headlines about companies or commodities they're invested in, but are today's headlines a good indicator of the future for long-term investments? 

So, what IS happening in the markets right now, and what do Jeff and Marc expect markets to do heading into the end of 2021? They'll break that down for you as well.

Jeff and Marc want to hear from YOU! Send an email to [email protected] using PODCAST in the subject line to ask your questions for Jeff and Marc to address in a future episode.

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Disclaimer:

To the extent this podcast discusses any companies, products, or services which Epic currently maintains research coverage on, as well as important disclosures can be obtained by contacting:

Compliance Department

Investments & Financial Planning Services are offered through Epic Trust Investment Advisors, LLC – a Registered Investment Advisor. Investments should be considered within your overall plan, risk tolerance, and financial needs. Participation involves risk – including the potential loss of principal. Tax advice and accounting services are provided by Epic Tax Solutions, LLC. Insurance product are offered by Epic Insurance Solutions LLC and guarantees are subject to the claims-paying ability to the issuing company and are not guarantees offered by Epic Trust Financial Group, LLC or its affiliated companies. Epic Trust Financial Group, LLC is NOT a chartered bank, trust company, or depository institution.

Speakers who are not identified as members of Epic Trust are expressing their own opinion, and their statements should not be construed as reflecting the views of Epic. Third party speakers and the host are not subject to FINRA regulation regarding conflicts and disclosure and the listener should be aware that they may have a financial interest in or other conflicts of interest with any companies discussed. Any opinions expressed herein are statements of Epic’s judgment on this date and are subject to change without notice.

This recording is the copyrighted property of Epic Trust. No part of this recording may be reproduced or used without written permission.

In this inaugural podcast from Epic Trust Financial, LLC, Financial Advisors Jeff Lewis and Marc Livernois discuss current trends in the economy, including transitory inflation, minimum wage, and the global supply chain. If you focus on what you hear in the news, you might be surprised to learn just how many positive conditions are present in the current economic landscape.

Jeff and Marc want to hear from YOU! Send an email to [email protected] using PODCAST in the subject line to ask your questions for Jeff and Marc to address in a future episode. 

Disclaimer:

To the extent this podcast discusses any companies, products, or services which Epic currently maintains research coverage on, as well as important disclosures can be obtained by contacting:

Compliance Department

Investments & Financial Planning Services are offered through Epic Trust Investment Advisors, LLC – a Registered Investment Advisor. Investments should be considered within your overall plan, risk tolerance, and financial needs. Participation involves risk – including the potential loss of principal. Tax advice and accounting services are provided by Epic Tax Solutions, LLC. Insurance product are offered by Epic Insurance Solutions LLC and guarantees are subject to the claims-paying ability to the issuing company and are not guarantees offered by Epic Trust Financial Group, LLC or its affiliated companies. Epic Trust Financial Group, LLC is NOT a chartered bank, trust company, or depository institution.

Speakers who are not identified as members of Epic Trust are expressing their own opinion, and their statements should not be construed as reflecting the views of Epic. Third party speakers and the host are not subject to FINRA regulation regarding conflicts and disclosure and the listener should be aware that they may have a financial interest in or other conflicts of interest with any companies discussed. Any opinions expressed herein are statements of Epic’s judgment on this date and are subject to change without notice.

This recording is the copyrighted property of Epic Trust. No part of this recording may be reproduced or used without written permission.