New Video! What led us to form our strategic partnership with Eckhoff and Company, CPAs and Advisors. Learn More

Wealth Management News & Resources

Weekly Economic Update for July 30, 2018

Weekly Economic Update for July 30, 2018


July 30, 2018

First estimate of Q2 GDP: 4.1%

Not since the third quarter of 2014 has the economy grown at such a pace. In its report released Friday, the Bureau of Economic Analysis noted 4.0% growth in consumer outlays during the quarter, a 7.3% improvement in business spending, and 3.5% more federal government spending.

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Weekly Economic Update for July 23, 2018

Weekly Economic Update for July 23, 2018


July 23, 2018

ANOTHER GOOD MONTH FOR RETAIL SALES

Americans are spending freely, as new Census Bureau data confirms. Retail sales advanced 0.5% last month, matching the consensus forecast of economists surveyed by Reuters, in the wake of a revised 1.3% May gain.

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How Our Strategic Partnership Benefits Clients

How Our Strategic Partnership Benefits Clients


In this video, Michele Hassid, Eric Briese and Bruce Frankel explain how our clients benefit from integrated tax, accounting and wealth management services.

Bruce Frankel: One of the most common comments that we’ve been getting back from people is why isn’t the industry just like this?

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What Led Us to Form Our Strategic Partnership

What Led Us to Form Our Strategic Partnership


In this video, Bruce Frankel, Michele Hassid and Eric Briese explain why EAC and EWM partnered to provide integrated tax, accounting and wealth management services for our clients.

Michele Hassid: I realized some years ago that, as a CPA firm, we needed to evolve from being compliance-oriented – focused on preparing tax returns, preparing financial statements – to being client-centric.

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Weekly Economic Update for July 16, 2018

Weekly Economic Update for July 16, 2018


July 16, 2018

INFLATION NEARS 3%

The federal government’s Consumer Price Index rose 2.9% across the 12 months ending in June, a level of annualized inflation last seen in February 2012. Yearly inflation has now increased for five straight months (although the headline CPI went north only 0.1% last month).

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