The Eagle’s Eye February Client Letter
Eagle Capital Advisors Update Let’s start this month’s Eagle’s Eye and talk about what’s going on at Eagle Capital. Today, February 22, 2022, marks our 3-year anniversary as an independent organization. Can you believe it’s been 3 years? That’s 1,096 days (we had a Leap Year in 2020), and yes – I’m counting. When we […]
Eagle’s Eye January 2022 Client Letter
Dear Clients, Families and Friends: My, how our world has changed. The last couple of years have been surreal to say the least. We’ve witnessed incredible market volatility, record low interest rates, negative crude oil futures prices, a self-inflicted recession due to the COVID-19 pandemic and lockdowns, a controversial presidential election and we’re now […]
Dear Clients, Families and Friends:
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 […]
The Eagle’s Eye November Letter to Clients: Seven Deadly Estate Planning Mistakes to Avoid
Let’s ask a question that seemingly has an obvious answer. Why is estate planning important? First of all, when many hear the term “estate planning,” they quickly envision those who own mansions, various real estate holdings, large stock portfolios, expensive toys and priceless heirlooms. Please, put that stereotype out of your mind. Everyone should have […]
The Eagle’s Eye October Client Letter: Will Tax Law Changes Increase Your Taxes?
Will you be paying more in taxes next year? Let’s ask the question in another way. Since politicians have taken aim at high earners: Are taxes going to rise for the wealthiest taxpayers? Clients usually ask, “How will this affect me?” Or, “Will I be ensnared by Congress’ definition of wealthy?” If proposed changes in […]
The Eagle’s Eye August Client Letter: 7 Ways to Stay on Track and Meet Your Retirement Goals
Are you on track to retire comfortably? What are your financial goals? How much income will you need to generate each month when you have retired? What might be some of your longer-term goals outside the financial arena, but goals that would be aided by a larger pool of savings? Our regular check-ins are designed […]
The Eagle’s Eye June Client Letter: Is it Time to Downsize Your Home?
Did you buy your home many years ago? Or have you been in your current place for just a few years? There are plenty of reasons to sell and seek out a house that is smaller and one that fits your lifestyle. On the flip side, there are reasons you may want to stay in […]
The Eagle’s Eye – May 2021 Client Letter: 7 Charitable Giving Missteps and Higher Taxes on Capital Gains
Individuals, foundations, bequests, and corporations gave an estimated $449.6 billion to U.S. charities in 2019, according to findings in Giving USA 2020: The Annual Report on Philanthropy for the Year 2019. Individuals accounted for an estimated $309.7 billion, up 4.7% in 2019 versus the prior year. Foundations added an estimated $75.7 billion, while another $43.2 […]
The Eagle’s Eye – April 2021 Client Letter: The Covid Economy, a Year Later
This time last year, the World Health Organization recently had declared that the spread of Covid-19 constituted worldwide pandemic. Stringent measures in the U.S. were being taken to slow the spread of Covid and “flatten the curve.” The lockdowns and shelter-in-place orders dealt a body blow to U.S. economic activity. Investors, who attempt to price […]
The Eagle’s Eye December Client Letter: Checklist for Year-End Planning
9 smart planning moves to consider 1. Review your income or portfolio strategy. Are you reaching a milestone in your life such as retirement or a change in your personal circumstances? Has your tolerance for taking risk changed? If so, let’s make adjustments to your financial plan. When stocks tumble, some investors become very anxious. […]
