EagleStone is Proud to Announce Joseph Lager, CPA, CDFA and ESTWA’s Director of Tax & Accounting, Has Earned the Certified Fraud Examiner (CFE) Credential

Monthly Newsletter

EagleStone Tax & Wealth Newsletter – December 2022

Download PDF version here. What's Causing the Consumer Blues? Each month, researchers at the University of Michigan interview hundreds of consumers about their opinions on current economic conditions, as well as their personal finances, buying intentions, and...
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EagleStone Tax & Wealth Newsletter – November 2022

Download PDF version here. Spending Higher Than Expected for More Retirees in 2022 Considering high inflation, it’s not surprising that the percentage of retirees who said their spending was higher than expected increased in 2022 over 2021. These surveys were...
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EagleStone Tax & Wealth Newsletter – October 2022

Download PDF version here. U.S. Deficit Lower for Now After record federal budget deficits of $3.1 trillion in 2020 and $2.8 trillion in 2021, the 2022 deficit is projected to drop to $1.0 trillion, due to increased tax revenue from a stronger economy and the end of...
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EagleStone Tax & Wealth Newsletter – September 2022

Download PDF version here. How Are 401(k) Plan Participants Investing Their Money? Created in 1996, National 401(k) Day has historically been celebrated on the Friday following Labor Day to shine a spotlight on this important employee benefit. Since the late 1990s,...
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EagleStone Tax & Wealth Newsletter – August 2022

Download PDF version here. Rising Interest Rates After dropping the benchmark federal funds rate to a range of 0%–0.25% early in the pandemic, the Federal Open Market Committee (FOMC) of the Federal Reserve has begun raising the rate aggressively in response to high...
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EagleStone Tax & Wealth Newsletter – July 2022

Download PDF version here. Quick Recovery for Unemployment Rate The U.S. unemployment rate skyrocketed to 14.7% in April 2020 when the economy shut down in response to the pandemic. This was by far the highest rate since the current tracking system began in 1948....
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