Small actions, great results

Eagle Wealth Management |


Hello Cami,

When was the last time you gave up on a goal?

When was the last time you accomplished one?

You’re beating the odds here if you’re achieving more goals than you’re giving up on.

That’s because most of us give up on our goals at some point, and a lot of us give up after just a few weeks of trying.1


Sometimes, we’re just not ready for a change. So, we lack motivation.

Other times, we’re biting off more than we can chew, and we don’t set ourselves up to succeed.



Failing with our goals only happens when we stop working on them. 

So, if you haven’t achieved some goal yet, changing your approach — and embracing the power of small daily actions — could be the solution you’re looking for. 

That’s the focus of this month’s Visual Insights Newsletter.

Click here to see it.

Any one of us can start taking small daily actions to make real progress toward bigger achievements. It doesn’t matter how many times we’ve tried before or what we’re working toward.

If we have a daily plan of attack with the right steps laid out, we can stay on track to accomplish unbelievable goals in finance and in life.

Go ahead and click here to unleash the power of small daily actions and see how they can transform your life.


Your Eagle Wealth Team

P.S. Outside of New Year’s, when do you think about setting and working on goals? What’s been the biggest goal you’ve accomplished so far? Hit “reply” and share your experiences. We’d love to hear about your goal-related habits and your proudest achievements to date.




The Week on Wall Street

Stocks posted a slight gain last week amid a shortage of news and light holiday trading.

The Dow Jones Industrial Average gained 0.76%, while the Standard & Poor’s 500 added 0.49%. The Nasdaq Composite index advanced 0.32% for the week. The MSCI EAFE index, which tracks developed overseas stock markets, increased 1.13%.2,3,4

Stocks Gain To End Year

The stock market gains in the final trading days of 2023 capped an exceptional year of performance. The last-week rally also mirrored the historical tendency of stocks to rise at this time of year, a propensity known as the “Santa Claus rally.” The Santa Claus rally covers the final five trading days of the calendar year and the first two days of trading in January.

The average return of the S&P 500 during this Santa Claus rally is 1.3% during the past 73 years. Remember that past performance does not guarantee future results, and individuals cannot invest directly in an index.5

The 2023 week’s gains, led by smaller-capitalization stocks and a handful of industry sectors, were partially erased on Friday as light volume and some profit-taking pressured stocks.


Jobless Claims Rise

Initial jobless claims increased by 12,000 to 218,000, which exceeded economists’ forecasts. The four-week moving average, which better illustrates jobless claim trends, was little changed, coming in at 212,000; this was the lowest number since late October.6

Continuing jobless claims, which measures the number of individuals collecting unemployment benefits, was flat from the previous week at 1.88 million.7






Any companies mentioned are for informational purposes only, and this should not be considered a solicitation for the purchase or sale of their securities. Any investment should be consistent with your objectives, time frame, and risk tolerance




2. The Wall Street Journal, December 29, 2023

3. The Wall Street Journal, December 29, 2023

4. The Wall Street Journal, December 29, 2023

5., December 19, 2023.

6. Bloomberg, December 28, 2023.

7. Bloomberg, December 28, 2023.

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.

The forecasts or forward-looking statements are based on assumptions, may not materialize, and are subject to revision without notice.

The market indexes discussed are unmanaged, and generally, considered representative of their respective markets. Index performance is not indicative of the past performance of a particular investment. Indexes do not incur management fees, costs, and expenses. Individuals cannot directly invest in unmanaged indexes. Past performance does not guarantee future results.

The Dow Jones Industrial Average is an unmanaged index that is generally considered representative of large-capitalization companies on the U.S. stock market. Nasdaq Composite is an index of the common stocks and similar securities listed on the NASDAQ stock market and is considered a broad indicator of the performance of technology and growth companies. The MSCI EAFE Index was created by Morgan Stanley Capital International (MSCI) and serves as a benchmark of the performance of major international equity markets, as represented by 21 major MSCI indexes from Europe, Australia, and Southeast Asia. The S&P 500 Composite Index is an unmanaged group of securities that are considered to be representative of the stock market in general.

U.S. Treasury Notes are guaranteed by the federal government as to the timely payment of principal and interest. However, if you sell a Treasury Note prior to maturity, it may be worth more or less than the original price paid. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors.

International investments carry additional risks, which include differences in financial reporting standards, currency exchange rates, political risks unique to a specific country, foreign taxes and regulations, and the potential for illiquid markets. These factors may result in greater share price volatility.

Please consult your financial professional for additional information.

This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. This material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG is not affiliated with the named representative, financial professional, Registered Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and they should not be considered a solicitation for the purchase or sale of any security.  Copyright 2024 FMG Suite.