The Eagle’s Eye August 2024 Client Letter
August 15, 2024
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I hope this month’s Eagle’s Eye finds you doing well. For your information, I have attached Concurrent’s recent market commentary in the PDF above. You
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As the end of 2021 draws near, we would like to take this opportunity to thank all of you for the confidence, loyalty and trust you have placed in us. The success of Eagle Capital is based upon the relationships we have built over the last 30+ years, and we really wouldn’t be where we are without you. Can you believe it’s been over 1,042 days since Eagle Capital Advisors was formed? During this past year we have added staff, strategic partners and new clients. We are grateful for the opportunity to work with you and for you and your family. Our passion and expertise for helping our clients, their families and prospective clients plan for their financial future remains strong.
This year has been filled with a multitude of both challenges and victories. Every year is different, but this one has been characterized with more change than normal. The world is evolving quickly, and the capital markets have been changing along with it. It has been reassuring to see how our colleagues have risen to meet every roadblock, every challenge while always looking out for all of our clients and putting you, our clients first instead of the firm. That is why we made the decision on February 22, 2019 to go independent.
No matter what the economic climate has been, we have persevered together as a team and come out stronger. Often, we find our greatest successes in the most surprising places. We are sure it has been the same for you.
As the end of year approaches, we know there will be many challenges ahead. We are so excited about what 2022 has in store for us – enthusiasm and anticipation are building around new opportunities. We have secured the rest of our floor here in the Glover Crim Building and the build out should begin next month. As a result, we will be expanding our staff and recruiting new advisors to the Eagle Capital family if we determine they are a good fit with our core values and culture. We will also resume accepting new clients in February 2022 by invitation only. Stay tuned for more details in the new year.
Working together this past year has been a pleasure and we’re proud to have you with Eagle Capital. We are here because of you. We wish you a new year full of success and blessings. Best wishes and happiness to you and your families and we look forward to an abundant and prosperous 2022 working together!
From the entire Eagle Capital Family,
Bill
William Y. Rice III, CPM® | Eagle Capital Advisors
Founding Partner, Managing Director & CEO, ECA
Wealth Advisor, RJFS
140 E Tyler Street, Suite 240; Longview, TX 75601
T: 903.236.5300 | F: 903.236.5357
Bill.Rice3@eaglecapadvisors.com
Eagle Capital Advisors is not a registered broker/dealer, and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
I hope this month’s Eagle’s Eye finds you doing well. For your information, I have attached Concurrent’s recent market commentary in the PDF above. You
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Advisory Services offered through Concurrent Investment Advisors, LLC an SEC Registered Investment Advisor. Brokerage services offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. PKS and Concurrent Investment Advisors, LLC d/b/a Eagle Capital Advisors are not affiliated companies.
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