Posts by: Jeffrey G. Shepard, MA, CFA®, CFP®

Book Review

As Warren Buffet said, “read … every day.  That’s how knowledge works. It builds up, like compound interest.” So, in honor of this dictum, here

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Market Drop Creates Roth Conversion Opportunity

The sharp decline in financial assets related to COVID19 has provided a potential incentive to convert all or just a portion of your Traditional IRA

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Eastgate Capital Advisors LLC is a holistic wealth advisory firm and a multi-family office with an important distinction – a focus on you. The firm understands clients’ needs and customizes its service offerings to meet individual needs. No responsibility too large and no detail too small, Eastgate’s mission is to understand your unique goals for the future and then work with you to accomplish them.

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