Investment Advisory*: Managing your wealth requires a clear understanding of your overall investment objectives. Eagle's comprehensive investment advisory capabilities utilize a disciplined investment approach that looks beyond traditional asset allocation, while addressing important factors such as risk tolerance levels and investment time horizons, to provide a clearer picture of our clients' overall wealth.
*Investment Advisory services are offered through Eagle Strategies LLC, a registered investment adviser. All investment involve risks, including the potential loss of principal.
xInvestments**: The investment realm can be diverse and often be quite complex. Below are a list of available investment choices through our broker/dearler, NYLIFE Securities, LLC:
Mutual Funds: Choose from over 2000 mutual funds, including the Mainstay family of mutual funds, and over 40 of today's most popular fund families.
ETF's: With an exchange traded fund (ETF), you can invest in a basket of securities that mimic the overall market or a specific segment of it. Your choice of market segment could be anything from oil to corporate bonds, or a region like Asia or South America, or simply the S&P 500. ETFs tend to have low fees because most are passively managed. However, actively managed ETFs are also available to investors. If suitable and meets your investments objectives, you can buy and sell ETFs like stocks; they trade continuously when the markets are open. You can also track changes in the assets in most ETFs on a daily basis. And because of the way ETFs are structured, depending on your individual circumstances, your taxes on gains can be lower than on other products.
Fixed Income Securities: Select from a variety of brokerage certificates of deposit (CD's), U.S. government securities, corporate bonds, unit investment trusts (UIT's), and mortgage-backed securities.
Stocks: Trade shares of any publicly traded companies listed on the New York Stock Exchange, NASDAQ, or the American Stock Exchange.
529 College Savings Plans: Find the 529 plan that is right for you and your family. We have several options to choose from.
Under Eagle Strategies, we can offer donor advised funds and certain retirement plan services with unaffiliated third-party money manager. If your account is with one of these third-party affiliates, other than what is listed under the "client logins" tab, please contact Thomas Casey to login and review your account.
**Securities products and services are offered by properly licensed Registered Representatives through NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency and a New York Life Company.
Life Insurance: Life insurance is an effective way to help protect your family's lifestyle and future. Plus the cash value in a whole life insurance policy can be accessed via policy loans to help you supplement your retirement income when your protection needs decrease.*** This cash value can also be accessed for other major life events and can play an important part in business succession or charitable giving plans.
***Policy loans will accrue interest. Any outstanding loans plus interest will reduce the available surrender cash value and death benefit of the policy. Any loan interest that you do not pay will be added to the policy's outstanding loan principal and will also accrue interest daily.
Long-Term Care Insurance: Going through life may require a little help along the way. So if you're planning ahead, long-term care insurance may help protect you or a family member's future plans and help preserve the assets you've worked so hard to build.
Retirement Income: Preparing for retirement is easier with the help of the guaranteed^ lifetime income annuity products. You can select an immediate annuity that pays income right away, or a tax-deferred fixed annuity that allows you to set aside money until you need it1. Either way, you will be assured a steady, dependable source of income for life.
^ Guarantees are backed by the claims-paying ability of the issuer.
Other Products: We have established relationships with other carriers, and can supply you with information on disability income insurance as well as individual and group health insurance products. If we don't offer it, chances are we can assist you.
To learn more about the products and services we offer, please feel free to give us a call or request a free consultation. We'll be happy to answer all your questions.
1 Early withdrawals may incur charges. In addition to paying income taxes that may be due, distributions from annuities before age 59 1/2 may also be subject to a 10% federal tax penalty.