The Eagle’s Eye August 2023 Client Letter

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, our partner firm, has reached an agreement with Charles Schwab. This means that we will have access to the Schwab platform shortly. This is a huge advantage to our clients […]

Are Financial Advisors Worth It? | Debunking the Wealth Manager Dilemma

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 questions honestly, you can confidently decide whether hiring a financial advisor aligns with your financial aspirations and lifestyle preferences. Investment Returns – Maximizing Your Gains At the core of every […]

The Eagle’s Eye June 2023 Client Letter

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 of mind. You can rest easy knowing that your wishes will be carried out as you have requested. Some folks prefer a DIY, or do-it-yourself approach, but this may not […]

The Eagle’s Eye May 2023 Client Letter

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 it announced a plan to raise capital. Signature Bank (SB) was shuttered shortly after SVB’s closure. At the time, it was the second and third-largest bank failures in U.S. history. […]

The Eagle’s Eye April 2023 Client Letter

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 credit markets? That’s partially true.  They are the underpinnings, but the foundation or the bedrock of the financial system is confidence. Without confidence, we are left in a very precarious […]

The Eagle’s Eye March 2023 Client Letter

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 you have yet to file, most taxpayers have until Tuesday, April 18, 2023, to submit their tax return or request an extension. Taxpayers requesting an extension have until October 16, […]

The Eagle’s Eye February 2023 Client Letter

“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 of financial fitness.  What is financial fitness? Well, we are all familiar with the term physical fitness. If pressed for a definition, we might define it in terms of our […]

The Eagle’s Eye January 2023 Client Letter

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 and a fresh start. Let’s jump right into this month’s topic. The Setting Every Community Up for Retirement Enhancement Act of 2019, popularly known as the SECURE Act, was signed […]

The Eagle’s Eye December 2022 Client Letter

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, investors have expressed little concern over the crisis that has rocked cryptocurrencies. It’s a far cry from the reaction to Lehman’s demise in 2008, which sparked the financial crisis and […]

The Eagle’s Eye November 2022 Client Letter

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 assistance with things many take for granted, according to the Administration for Community Living, a division of the U.S. Dept. of Health and Human Services.  Whether it is because you […]