Ambyr Capps, Financial Advisor with Eagle Strategies LLC

Ambyr Capps, Financial Advisor with Eagle Strategies LLC Financial Advisor offering investment advisory services through Eagle Strategies LLC. These testimonials are no guarantee of future performance or success.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. In addition to a Financial Adviser offering investment advisory services thro

ugh Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance
Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

777 Main Street #3800
Fort Worth, Texas 76102
817-336-2565

Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. No direct or indirect payment or other compensation is provided to any person for a testimonial or endorsement appearing here. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions.

Many people assume the worst about the future of Social Security, and the concern is valid. But the full picture is more...
07/30/2026

Many people assume the worst about the future of Social Security, and the concern is valid. But the full picture is more complicated than “it’s running out.”
This piece from Yahoo Finance breaks down what’s actually happening and what it could mean for your retirement:
https://yhoo.it/4xbetw2
If it gets you thinking about your own situation, I’d love to connect about financial strategies to help you meet your retirement goals.

Inflation fatigue is real—and it goes deeper than the price of groceries. It’s the exhaustion that sets in when you’ve b...
07/21/2026

Inflation fatigue is real—and it goes deeper than the price of groceries. It’s the exhaustion that sets in when you’ve been managing rising costs for so long that even thinking about it feels like too much.
This piece from NerdWallet names what so many people are feeling right now, and offers some realistic ways to make things a little easier:
https://bit.ly/3ThD1EY
If it resonates, I’d love to connect on how the current environment is impacting your financial goals and strategies.

If your future retirement strategy relies on selling off investments for income, a market downturn at the wrong time can...
07/08/2026

If your future retirement strategy relies on selling off investments for income, a market downturn at the wrong time can be a big problem. That’s why you might consider having an alternate source of income to provide flexibility during bear markets—and keep your retirement on track.https://bit.ly/44eeyml

Wishing you an Independence Day full of celebration and tradition. Happy 4th of July!
07/04/2026

Wishing you an Independence Day full of celebration and tradition. Happy 4th of July!

Asset allocation is the balance between growth and stability in your portfolio. It is how your money is divided among st...
07/01/2026

Asset allocation is the balance between growth and stability in your portfolio. It is how your money is divided among stocks, bonds, and cash, and it plays a bigger role in long-term results than most people realize.

Your mix should reflect who you are as an investor. Someone saving for retirement may need a different balance than someone focused on income or stability. And, as your financial life changes, your allocation should evolve too.

The goal is not to predict markets, but to stay invested with confidence through them. The right balance helps you do just that.

How balanced is your portfolio today?
https://bit.ly/4gQWjL3

06/30/2026

If your future retirement strategy relies on selling off investments for income, a market downturn at the wrong time can be a big problem. That’s why you might consider having an alternate source of income to provide flexibility during bear markets—and keep your retirement on track. Connect with me to learn more: https://bit.ly/4oYTPwg

06/29/2026

Most people will never face federal estate tax, but thoughtful planning still matters. Coordinating lifetime gifts, protecting assets, and understanding how taxes really work can help your family receive more of what you intend. This article from Winstead PC partner Jeff Chadwick highlights simple strategies that can make a meaningful difference, from tax-smart gifting to preserving step-up opportunities. If you would like to talk through how these ideas could apply to your situation, I am here to help make sure your plans support what matters most.

For many business owners, the company is the estate plan. But will there be enough liquidity to: —Cover estate costs?—Ke...
06/28/2026

For many business owners, the company is the estate plan. But will there be enough liquidity to:
—Cover estate costs?
—Keep the business running?
—Treat your heirs fairly?
If you’re not sure, reach out to me and let’s talk about some proven ways to protect what you’ve built.

AARP exclusive report: Family caregivers provided 49.5 billion hours of care in 2024, ranking among America’s largest wo...
06/28/2026

AARP exclusive report: Family caregivers provided 49.5 billion hours of care in 2024, ranking among America’s largest workforces.

AARP exclusive report: Family caregivers provided 49.5 billion hours of care in 2024, ranking among America’s largest workforces

Life insurance has a reputation for being complicated. There are a lot of options, and thinking through the decisions be...
06/25/2026

Life insurance has a reputation for being complicated. There are a lot of options, and thinking through the decisions behind them isn't always comfortable.

But understanding what's out there is a lot easier than most people expect. We put together a really clear breakdown of the main policy types—what they are, how they differ, and what's worth considering depending on where you are in life:

https://nyl.co/4vGZMAk

If it raises any questions or you'd like to talk through what makes sense for your situation, I'm here. Just send me a message.

Address

777 Main Street #3800
Fort Worth, TX
76102

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