Resources

By Melissa Phillips, IACCP®, Chief Compliance Officer Once I get interested in something, I dig in and try to find out every little thing I can about it – some may call it obsession (I prefer “intensively inquisitive”, personally). Local history – figuring out what used to be, how old structures are, who lived there – has always been a passion of mine. So, when we moved into our office in Mullica Hill, I was thrilled to discover that the front portion of our building was actu

By Paul Tully, CFP®, RICP®, Founder, Senior Wealth Advisor I am both fearful and excited by the prospects of artificial intelligence. The fear is based on some of the key tech players sounding a warning about what bad could happen, while the excitement is based on gains that will be made in medicine, climate, education and a new way of performing many tasks faster and with better accuracy. I think we already have seen the speed at which AI can change our world, from the Covid

Stocks have continued to climb this year. Through Friday, October 23, the S&P 500 Index (large US companies) gained 12.40%, and global stocks, as measured by the MSCI ACWI All Cap Index, rose 11.41%. Bonds have had a tougher time. When interest rates rise, the value of existing bonds falls, and with the 10-year US Treasury yield climbing from about 4.7% last quarter to roughly 5% today, global bonds (as measured by the Bloomberg Global Aggregate Bond Index) are down 1.59% for

Please join us in welcoming our two newest team members – Alison Todd and Milca Lopez – and read on to find a little more about them! Alison Todd, Relationship Manager Tell us a little about yourself? I’m the newest Relationship Manager at Eagle Wealth Strategies. I earned my bachelor’s degree in business administration from the College of Mount St. Vincent in 2018, where I was inducted into Delta Mu Delta, the international business honor society. I recently moved from centr

By Chris Tully, CFP®, RICP®, CIMA®, Managing Partner Fresh Look for 2027 Starting next year, you’ll notice some changes to how we stay in touch. Our goal is simple: to share information that’s timely, useful, and relevant to your life. Here’s what to expect. Instead of including market commentary in this newsletter, we’ll send a separate Market Update and Outlook twice a year, in January and July. That gives the topic the room it deserves and lets us share our thinking right

By Chris Tully, CFP®, RICP®,, CIMA®, Managing Partner Settling Into Mullica Hill We've now been in our new office space in Mullica Hill for six months, and it's safe to say we feel right at home. The time has flown by, but we're fully settled and set up for the road ahead. If you haven't yet had the chance to stop by, we'd love for you to see the new space — we're proud of it and looking forward to welcoming you in. Looking Ahead We believe our industry is on the cusp of more

By Matt Persichetti, CPA, Director of Tax & Accounting What’s happening with estimates for the remainder of the year? Typical CPA firms abide by a “set it and forget it” policy. Not that the CPA forgets about your estimate payments, but they set your estimated payments up in April to be made on April 15th, June 15th, September 15th, and January 15th. Tax processing software is limited in the sense that once you set those payments and dates, CPAs typically can’t change them (e

By David Koehler, CFP® Wealth Advisor A new client came to us after hearing about some of the exciting new and expanded services we’re offering at EWS from a relative. He was within five years of his target retirement date with a well-funded portfolio and a straightforward goal: he and his spouse wanted to know if their plan was realistic. Not in theory — specifically. Here were a few of their questions our team helped navigate: Could he actually retire within 5 years? How mu

By Chris Tully, CFP®, RICP®, CIMA®, Managing Partner As a long-term – and proud! – board member of the Boys & Girls Clubs of Gloucester County, I wanted to pass along our new annual campaign, Power the Potential. Every day, our Clubs provide a safe space, meals, mentorship, and opportunities that help local youth learn, grow, and thrive. This campaign is all about bringing our community together to make that impact even stronger. I know there are many worthy causes, but if in

By Chris Tully, CFP®, RICP®, CIMA®, Managing Partner Moving to Mullica Hill has been a welcome change and we’re looking forward to an “Open House” on June 6th during Harrison Township Day. Plenty of decorating is still ongoing, so you’ll have to forgive us! But we’ve been excited to have clients visit the office for review meetings, and we’re excited for others to see our building soon. Our new space will allow us to expand– potentially doubling employees – so we’re excited t

Matt Persichetti, CPA Director of Tax & Accounting We have officially wrapped up our first tax season through Aerie Tax and Advisory (ATA) and it was a successful one. While getting to work with a lot of great people, I was able to learn more about what makes them curious about the world of tax. A lot of questions stemmed from the legislation changes from the One Big Beautiful Bill Act (OBBBA) signed into law on July 4th, 2025. Included were major updates to the tax code incl

Financial tradeoffs, interest rates and the importance of having an emergency fund: Our current economic circumstances are full of teachable moments we can and should share with our children. After all, they’re probably not learning these topics in school. Only 1 in 6 students will be required to take a personal finance course before earning a high school diploma, according to nonprofit Next Gen Personal Finance. That’s why we’re equipping you with money tips and topics to di

Cyberattacks are the nation’s fastest-growing crime. Review these tips for keeping your personal information safe. Do you know the difference between a vishing and a smishing attack? Or that spear phishing doesn’t happen in the ocean? Cyberattacks are the fastest-growing crime in the U.S. – and they cause personal and business devastation every day. Because technology – and the schemes to manipulate users – changes so quickly, it’s important to be in the know. See how well yo

Help your loved ones navigate a difficult time with a comprehensive guide when it’s needed most An heir preparation packet can, in the case of your incapacitation or death, offer your loved ones reassurance and clarity in a time of stress and grief by including: 1. Important information and documents. List your will, trusts, retirement and insurance plans, their locations along with usernames and passwords for your devices and important accounts. 2. Critical financial informa

Hi, my name is Matt Persichetti. I am a CPA, practicing tax in various forms for 5 years since graduating from St. Joseph’s University. After starting out at PwC (a Big 4 accounting firm), I am stepping into a specialized individual tax role. I have wanted to work directly with clients and help to plan for their future in ways that minimize tax implications as well as maximize their financial potential. Working directly with clients is a passion of mine which will come to rea

The new year is upon us! At Eagle Wealth Strategies, that coincides with two exciting new adventures. First, as mentioned in our October newsletter, our long-awaited move to Mullica Hill (or at least long awaited by us!) has finally happened as of January 20th. Our new home – 118 Bridgeton Pike – is next to the municipal building, across the street from the post office, McDonalds, and Shop Rite, and in front of Ella Harris Park. We have plenty of space to continue adding staf