Insights - Eastgate Capital Advisors LLC

Articles

Inflation Concerns

Inflation concerns are in in the headlines. The CPI rose some seven percent over the twelve months ending December 31, 2021. We believe that inflation

Felicia Davis O'Malley, MBA 02/02/2022

Articles

Fourth Quarter Review

It is hard to look at 2021 without mentally jumping back to 2020, many of the same themes continued throughout 2021 and carry into 2022.

John D. O'Malley Jr., JD 01/20/2022

Book Review

Title: A World Without Work Author: Daniel Susskind The book is worth reading as a thoughtful reflection on the potential impact of computer automation on

Jeffrey G. Shepard, MA, CFA®, CFP® 12/22/2021

Articles

Third Quarter Review-Fall, a Time of Transition

With a shocking aggregation of events: COVID-19, Stimulus, Demand, Inflation, Interest Rates & Taxes Fall is a time of transition as we move into year-end.

John D. O'Malley Jr., JD 11/19/2021

Articles

First Quarter Review

Discipline. The market rewards discipline. It hurts, it’s supposed to. In the end it’s worth it. With all the torture of the last 12

John D. O'Malley Jr., JD 04/22/2021

Articles

Fearless

My parents watched me become a brash, cigar-chomping derivatives trader. I was raised by parents who taught me to be fearless. My father was remarkably

Felicia Davis O'Malley, MBA 03/23/2021

News

Felicia O’Malley To Lead Virtual Workshop: How the Brain Makes Financial Decisions

Eastgate Capital Advisors LLC is pleased to announce that Felicia O’Malley, Managing Director, will lead a New Trier Extension virtual workshop on March 4th. Class

John D. O'Malley Jr., JD 02/24/2021

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

Jeffrey G. Shepard, MA, CFA®, CFP® 02/16/2021

Articles

Fourth Quarter Review

2020 was a most remarkable year. The number of potential market risk triggers present in the last 12 months seemed much higher than in prior

John D. O'Malley Jr., JD 01/25/2021

Articles

Keep Your Eye on the Horizon

A couple of years ago we purchased a sailboat, starting our sailing adventure. I was new to sailing and fell in love with the idea

Felicia Davis O'Malley, MBA 11/10/2020

Articles

Talking about TIPS

Is inflation dead? Or about to be born again? It’s a topic in the news and is something to think about. The Coronavirus economy, and

William Anderson, MBA, CFA® 11/06/2020

Articles

Third Quarter Review

As we move into the fourth quarter many are feeling concerned. We have an upcoming election that appears too close to call going into it.

John D. O'Malley Jr., JD 10/27/2020

News

Felicia O’Malley To Instruct Women Invested Workshops This Fall

Eastgate Capital Advisors is pleased to announce that Felicia O’Malley, Managing Director will be a New Trier Extension Instructor for two virtual Women Invested workshops

John D. O'Malley Jr., JD 09/10/2020

Articles

Second Quarter Review

The story of 2020 to date is “new market highs” leading to “record drops” and “record recoveries.” All making for prominent headlines and lots of

John D. O'Malley Jr., JD 09/09/2020

News

Jeffrey G. Shepard Earns CFP® Designation

Eastgate Capital Advisors LLC is pleased to announce that Managing Director Jeffrey G. Shepard has completed the Certified Financial Planner™ Board examination and obtained his

John D. O'Malley Jr., JD 07/14/2020

Articles

Emergency Preparedness and COVID-19: Financial Stress Test

In the past few weeks, many of us went through a lot of effort to ensure we had emergency supplies for the anticipated quarantine. How

Felicia Davis O'Malley, MBA 06/26/2020

Articles

Emergency Preparedness and COVID-19: What You May Have Forgotten

The recent pandemic forced a lot of our attention on preparedness. We focused on supplies, getting kids settled into online learning, made plans for care

Felicia Davis O'Malley, MBA 06/18/2020

Articles

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

Jeffrey G. Shepard, MA, CFA®, CFP® 05/22/2020