Where are you getting your financial advice? Newspapers? Magazines? Web sites? Cable TV? While financial media can often provide helpful information, it cannot take the place of the personalized advice an experienced financial adviser who is familiar with your particular situation can offer.

Do you have concerns about any of the following?

As a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, I can provide you with a customized plan to help address your concerns and help you achieve your financial objectives.

Please use my Web site as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest.

Personal Folders

HOT TOPIC: The Fed Hits the Brakes: No Rate Hikes Projected in 2019

The Fed signaled a pause in raising interest rates. How markets reacted and what the change says about the direction of the U.S. economy.

Protection to Help Your Family

Explore the benefits of individual life insurance versus work-based coverage, and compare term and permanent policies.

Index Update: Shifting Sectors Reflect Social Change

How do recent classification changes reflect shifts in the telecommunications sector, and what does that mean to investors?

Risk Tolerance: Stress-Test Your Portfolio…and Yourself

Do you know your personal tolerance for market risk? Here are three key questions that may help you find out.

More Newsletters →