adminuser, Author at EagleStone Tax & Wealth Advisors

Quarterly Market Review: April – June 2023

The Markets (second quarter through June 30, 2023) Wall Street proved resilient during the second quarter of the year, despite rising inflation, two interest rate hikes, and concerns about the debt ceiling. The economy remained relatively strong, despite predictions...
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ESTWA Welcomes Olac Pallan as Director of Portfolio Management

I am pleased to announce that Olac Pallan joined EagleStone Tax & Wealth Advisors as Director of Portfolio Management in our Wealth Management division on March 1, 2023. Mr. Pallan will serve as the team leader and client relationship manager in all aspects of...
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EagleStone is growing!

Rockville, MD (January 12, 2023) EagleStone Tax & Wealth Advisors, Inc. (EagleStone), based in Rockville, MD, has merged in the firms of Polan & Hollis, LLC, of Rockville, MD, and Benz Guardia Associates, PC, of Tysons Corner, VA, effective December 1, 2023....
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Securities offered through Emerson Equity LLC. Member FINRA/SIPC. Advisory Services offered through EagleStone Tax & Wealth Advisors. EagleStone Tax & Wealth Advisors is not affiliated with Emerson Equity LLC. Financial planning, investment and wealth management services provided through EagleStone Wealth Advisors, Inc. Tax and accounting services provided through EagleStone Tax & Accounting Services.

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