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

We must recognize the fact that 2023 was a challenging year in many respects. Coming off an ugly market in both stocks and bonds, everyone

Dear Clients, Family and Friends: Happy Thanksgiving to you and your family. This holiday season is quite unusual. As we approach Thanksgiving, I’d like to

A single person age 65 in 2023 may need about $157,500 saved after taxes to cover health care expenses in retirement, according to Fidelity. In 2023,

Estate planning 101 We’ve had several developments since our last letter I want to tell you about. Last week, we were informed that Concurrent Advisors,

As you embark on your wealth management journey, you may wonder whether financial advisors truly add value to your investments. By answering these five essential

While many find it anxiety-provoking to think about, creating a legally binding plan to distribute your assets after your death ultimately provides you with peace

Bank failures, rate talk, and economic anxieties Is the banking crisis finally in the rearview mirror? During March, Silicon Valley Bank (SVB) unexpectedly collapsed after

Have you ever reflected on the foundation of the financial system? What comes to mind? Banks, investors, the stock market, the bond market, or the

The IRS announced that January 23 was the start of the 2023 tax season—or the date the IRS began accepting 2022 tax year returns.  If

“Those who work their land will have abundant food, but those who chase fantasies have no sense.” This ancient advice from Proverbs illustrates the importance

I trust everyone had a wonderful holiday season. Whether you reached your personal goals last year or faced challenges, a new year brings new opportunities

Crypto crash Stocks have been battered by the Federal Reserve’s quest to rein in the highest rate of inflation in 40 years. So far, however,

Long-term care includes a whole host of services that you may require to meet various personal needs. And eventually, around 60% of us will need

IBM defines cybersecurity as “the practice of protecting critical systems and sensitive information from digital attacks.” You may not be in the business of defending

Pivoting away from a pivot In July and into August, investors were warming to the possibility of a dovish reversal in Fed rate hikes early

Fully funding a college education without debt is no simple task. It’s no secret that the cost of a four-year degree has soared. But do

The Wall Street Journal summed up the first six months of the year with a simple but telling headline: S&P 500 Posts Worst First Half

We were treated to one of the greatest bull markets in modern history during the last decade. It’s not that we didn’t experience sell-offs. We

Since the beginning of the year, the markets have been rattled by persistently high inflation and the question of how the Federal Reserve might respond.

Are you getting a tax refund this year? Plenty of folks are. Much like trivia, running through the  IRS data is always interesting…at least for

Despite repeatedly denying he had any designs on his neighbor, Vladimir Putin launched an invasion of Ukraine late last month. Conditions on the ground are

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

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

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

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,”

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

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

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

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

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