Mark your calendars and get ready to join us on September 29th for our Client Appreciation Event! We’re thankful you’re part of the Eagle Wealth family and we
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When was the last time you spring cleaned your house? Many of us do some form of spring cleaning in our homes regularly. But what about our financial "homes"
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Have you ever thought about how you make the choices that shape your life? Whether it’s a new home purchase, a career change, or shift in financial priorities
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If you have adult children, or your parents are entering a new life phase, it may be time to start thinking about having “the talk”. You know, the one about
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As earth day comes around again (this Saturday), we’ve been thinking a lot about how we “go green” as a team.
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In last week’s webinar, Mat Hunnicutt, CFP®, Practicing Partner of Eagle Wealth, and City National Rochdale Portfolio Manager, Robert Meckstroth, CFA, discussed
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Spring has finally arrived here in Central Oregon, despite the chilly temperatures lately. The days are getting longer, the birds and the bees are doing their
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In the last few weeks, we’ve been bombarded with a number of disconcerting headlines. It’s no wonder that some people are nervous about what the future of our
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A few months ago, we shared that the Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0 passed last December. We briefly mentioned there
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Last week, Silicon Valley Bank collapsed. The headlines sound scary — it's the second-biggest bank collapse in U.S. history. But there's a lot of
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March 8th is International Women’s Day so there’s no better time to talk about women’s personal finance. If financial freedom leads to stability and personal
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