The Eagle Wealth Year in Review

Eagle Wealth Management |

This holiday season we’re counting our blessings as we’ve had one big year!  We figured what better time than the holidays to reflect on how far we’ve come.    

2021 in Review

The weekly team meeting from our “home offices”
  • We began the year still working from home.  While we may have held our meetings virtually, we learned new ways of staying connected. 

  • Our live State of the Markets seminar was hosted online, and we were so pleased with how many of you joined us.  


Invested in Community giftbox
  • You nominated front-line workers for our Invested in Community program.  We sent them gift boxes filled with handmade goods from local businesses.

  • We sent out our first client survey and learned so much about your wants and needs.

  • After the vaccine rollouts, our team transitioned back to the office and finally reunited. 


Shred event in the EWM parking lot
  • The summer shred event was a hit, and we were thrilled to see you in person after so long.

  • Our team went on a mountain bike outing.  Amongst other individual camping, hunting, and running adventures.

  • We welcomed new team members, VirginiaHansKimHung, and Jordan.

  • We expanded our offering and introduced tax services.   


Mat as a “financial wizard”     


Chad heading into the office as “lego man”


  • Our partners Chad and Mat really got into the Halloween spirit.
  • We began a monthly out-of-office team experience.  In our first outing, we learned how to throw a few hatchets.
  • Our team members dove back into travel and vacationed in Hawaii, Mexico, Costa Rica, and along the Oregon Coast.
Virginia with our Toys for Tots box   
  • To finish the year off, we participated in the Toys for Tots charitable program and were overjoyed by the response.  Our amazing Eagle Wealth community donated 75 toys to children in need!  We’re thrilled to have matched every toy. 
Our team had a year full of adventures, success, challenges, and triumphs.  Some of us purchased new homes, began new marriages, said goodbye to loved ones, or simply adjusted back into a normal life routine.  We’ve grown together and will end this year as a stronger team. 

2021 laid the groundwork to set us up for an even more incredible new year.  We look forward to all the adventures 2022 will bring our way.  Thank you for choosing us as your financial team and being a part of our lives. 

Happy Holidays,

Your Eagle Wealth Team

P.S. Our office will be closed on Friday, December 24th for Christmas Eve.



Eagle Wealth Teaching at COCC

Do you have a friend or relative who could use some financial planning help?  Then we’ve got good news.  For over 10 years we’ve been volunteering at COCC, partnering with them on financial planning classes.  We’re big believers in the power of education and this is one of the ways we’re able to give back to our community.

This winter, we’re returning to teach in-person classes at Central Oregon Community College.  They’re filling fast so have your friends check out our website for details.

Personal Retirement Analysis Workshop:
- 1/11 and 1/13 from 6:00 pm – 8:00 pm, plus a one-on-one third class with a financial planner.
- 3/8 and 3/10 from 6:00 pm – 8:00 pm, plus a one-on-one third class with a financial planner.
**These courses are not intended for current clients.  The planning we’ve done with you through personal meetings far exceeds what’s possible in a classroom of students.  Please remember though, if you’ve had any changes in your life that may affect your current plan, please call us so we can discuss and make any necessary updates.

The Week on Wall Street

Stock prices retreated last week as global central banks joined the Federal Reserve in taking steps to tighten monetary policy.

The Dow Jones Industrial Average fell 1.68%, while the Standard & Poor’s 500 dropped 1.94%. The Nasdaq Composite index tumbled 2.95% for the week. The MSCI EAFE index, which tracks developed overseas stock markets, managed a gain of 0.47%.1,2,3

From Uncertain to Unsettled

Stocks weakened ahead of Wednesday’s Federal Open Market Committee (FOMC) meeting as investors weighed how aggressive the Fed might be in reversing its easy-money policies. Investor sentiment was further dented by disappointing economic data. Retail sales fell short of expectations and a year-over-year jump of 9.6% in producer prices reflected price pressures that may translate into higher future consumer prices. It was the highest percentage increase since records started in 2010.4

The market initially responded well to the FOMC announcement on Wednesday afternoon, but became unsettled into Thursday and Friday over a tighter monetary policy and Omicron concerns.

A New Fed Narrative

After the FOMC meeting, the Fed announced a plan to quicken the tapering of its monthly bond purchases. It plans to double the rate from $15 billion a month (announced in November) to $30 billion a month, effectively putting an end to asset purchases by March 2022. The Fed also signaled that as many as three rate hikes may be coming in 2022.5

The Fed cited elevated inflation and an improved labor market as justification for the pivot from its pandemic-related, easy-money policies. Reflecting the persistence of higher-than-anticipated inflation, the Fed raised its previous inflation estimates for this year and 2022.6


Key Economic Data

Monday: Index of Leading Economic Indicators. FOMC (Federal Open Market Committee) Announcement.
Wednesday: GDP (Gross Domestic Product). Consumer Confidence. Existing Home Sales.
Thursday: Durable Goods Orders. Jobless Claims. New Home Sales. Consumer Sentiment.
Source: Econoday, December 17, 2021
The Econoday economic calendar lists upcoming U.S. economic data releases (including key economic indicators), Federal Reserve policy meetings, and speaking engagements of Federal Reserve officials. The content is developed from sources believed to be providing accurate information. The forecasts or forward-looking statements are based on assumptions and may not materialize. The forecasts also are subject to revision.

Companies Reporting Earnings

Thursday:  Micron Technology, Inc. (MU), Nike, Inc. (NKE).
Thursday:  General Mills, Inc. (GIS).
Friday:  Cintas Corporation (CTAS), Paychex, Inc. (PAYX).

Source: Zacks, December 17, 2021
Companies mentioned are for informational purposes only. It should not be considered a solicitation for the purchase or sale of the securities. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. Companies may reschedule when they report earnings without notice.