Women and Financial Wellness

Eagle Wealth Management |


Hello Eagle Wealth Community,

We’re nearing the end of International Women’s month but we’re keeping up the momentum.  There’s no time like the present to support women to pursue their financial goals. 

Did you know that 44% of American women are the primary breadwinner in their house?1 Yet only 10% of women feel very confident in their ability to fully retire with a comfortable lifestyle.2 Although more women are providing for their families, when it comes to preparing for retirement, they may be leaving their future to chance.   

We understand that retirement obstacles are different for men and women.  This month we’re sharing our Women and Investing whitepaper.  We explore why living longer means you have to save even more, how the pay gap impacts lifelong net worth, and some common investment pitfalls to avoid. 

If you’re an Eagle Wealth client then you already have a financial plan and a team looking ahead to your future.  We know that one size doesn’t fit all when it comes to financial planning.  You’re unique and your plan should be too.  Our goal is to empower and encourage financial confidence in our greater community.  So, if you know someone who could benefit from our whitepaper, please forward this email on. 


Until next week,

Your Eagle Wealth Team


Survey Reminder

Our client survey is still open and we hope to hear from you.  Please take some time to complete it.  Your opinion is important to us.  When you complete our survey, you’ll be entered into a drawing to choose from one of the gifts below.  Two winners will be chosen and contacted after the survey closes.


Your Chance to Win One of The Following


Annual subscription to Masterclass, an online learning platform that offers classes taught by world renowned experts.  Take a writing course from Margaret Atwood, get some tennis tips from Serena Williams, learn how to tell a better joke from Steve Martin, or cook a beautiful meal with Alice Waters.  With over 100+ classes, there’s something for everyone. 


$150 airbnb gift certificate – Maybe you could use a relaxing weekend at the beach, a quiet cabin in the woods, or just a change of scenery.  We hope you make some memories and truly unwind.


Annual subscription to Book of the Month Club.   Would you rather kick back and relax at home with a good book?  Every month this book club suggests 5 books, you choose which book you’d enjoy the most, they ship, and you enjoy! 



Survey Details

  • Please reply to this email if you didn't receive a survey link
  • Please respond by Friday, April 2nd
  • 2 drawing winners will be notified in April
  • Later this spring we’ll publish the (anonymized) results

I.R.S. Delays Tax Filing, Payment Deadlines

Less than one month ahead of the traditional date, the I.R.S. has delayed the deadline for filing and paying taxes.  The new deadline is May 17, 2021.1,2,3

The delay follows continued disruption from the COVID-19 pandemic and a late start to the tax-filing season, which the I.R.S. delayed to start on February 12. It also follows the agency's decision to postpone the deadline to June 15 for the states of Louisiana, Oklahoma, and Texas, still recovering from disastrous winter storm activity.  Other states may now extend their local filing and payment deadlines.1,3

This relief does not apply to estimated tax payments that are due on April 15, 2021.  These payments are still due on April 15.3

While this extension isn't unexpected, it may be welcome to many still coping with what is becoming one of the most complicated tax seasons in decades.

Please give us a call if you have any questions about how this may affect your personal financial situation.


The Week on Wall Street

Rising bond yields and improving economic conditions led to a choppy week of trading that ended in modest losses for investors.

The Dow Jones Industrial Average fell 0.46%, while the Standard & Poor’s 500 declined 0.77%. The Nasdaq Composite index lost 0.79% for the week. The MSCI EAFE index, which tracks developed overseas stock markets, gained 1.24%.1,2,3


Rising Yields

The stock market began the week on a positive note, rising on optimism over the economic reopenings and a decline in bond yields. Technology shares staged a strong turnaround from the previous week.

Following the FOMC (Federal Open Market Committee) meeting announcement reaffirming the Fed's easy-money policies, the Dow Industrials and the S&P 500 recorded new record closing highs.4

Markets reversed themselves on Thursday as a surge in yields sent technology and other high-growth stocks lower. During the session, the 10-year Treasury yield moved above 1.75% (the highest in 14 months), and the 30-year Treasury breached 2.5% for the first time since August 2019.5

Stocks closed out the week mixed as technology reclaimed some of the previous day's losses.


The Fed Stands Pat

The Fed restated its commitment to no interest rate hikes through 2023. As expected, the FOMC also voted to continue its monthly bond purchases of at least $120 billion.

FOMC members projected that the economy would grow 6.5% this year, a sharp improvement over its previous estimate of a 4.2% gain. The forecast for the unemployment rate by year-end is 4.5%, down from the current rate of 6.2%. While Fed Chair Powell said that he anticipates inflation rising this year, he expects price increases to be temporary, with inflation staying within the Fed’s 2% target for the next several years.6



Monday: Existing Home Sales.
Tuesday: New Home Sales.
Wednesday: Durable Goods Orders. Purchasing Managers’ Index (PMI) Composite Flash.
Thursday: Gross Domestic Product (GDP). Jobless Claims.
Friday: Consumer Sentiment.


Source: Econoday, March 19, 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.




Tuesday: Adobe, Inc. (ADBE), Gamestop Corporation (GME).
Wednesday: General Mills (GIS).
Thursday:  Darden Restaurants, Inc. (DRI).

Source: Zacks, March 19, 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.