Mark Yamamoto, Wealth advisor with Eagle Strategies LLC.

Mark Yamamoto, Wealth advisor with Eagle Strategies LLC. I am a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Regis I am not licensed in all jurisdictions.

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 Advisor 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.

1731 Technology Dr. STE 400 San Jose CA 95110
Office 408-452-6044

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. My California Insurance license number is 0G17753

Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

This article explores why Roth IRAs are tax-advantageous tools, especially for young individuals and those who anticipat...
05/17/2022

This article explores why Roth IRAs are tax-advantageous tools, especially for young individuals and those who anticipate higher tax rates later in life.

Roth accounts can be a great way to pay less in taxes – if you distribute the money properly

According to this study, baby boomers will draw down their 401(k) balances at a faster pace than the generations before ...
05/16/2022

According to this study, baby boomers will draw down their 401(k) balances at a faster pace than the generations before them, causing many to face the risk of outliving their savings. Learn why in this article.

Earlier cohorts had defined-benefit plans and therefore less need to tap financial assets

Are the U.S. Markets heading towards a recession? This article explains why it’s important to watch the inverted yield c...
03/16/2022

Are the U.S. Markets heading towards a recession? This article explains why it’s important to watch the inverted yield curve, as a reliable barometer of U.S. recessions.

How close the yield curve is to forecasting a recession depends on the precise metric you use, that's unusual.

03/15/2022

Whether you’re reviewing employer benefits, changing jobs, or have a life change, now is a great time to connect, so I can work on a customized strategy to protect your income—and your future. Let’s talk soon.

Being prepared looks different across all phases of life. Understand what people like you typically consider when making their plans.

The Roth IRA is a powerful retirement savings account that’s available to you even if you don’t have an employer-sponsor...
03/14/2022

The Roth IRA is a powerful retirement savings account that’s available to you even if you don’t have an employer-sponsored retirement plan. This article explores the top five benefits of a Roth IRA and why you should consider getting one.

The Roth IRA is a powerful way to grow your nest egg. Here are some of the key advantages.

When you're filling up your planner, be sure to carve out some time for your retirement goals. Setting aside the time no...
03/13/2022

When you're filling up your planner, be sure to carve out some time for your retirement goals. Setting aside the time now can make all the difference for you and your family's future.

When financially preparing for retirement, remember to consider five things about income sources and preparation.

Looking for a little more certainty with your money? Check out this guaranteed interest rate. Contact me today!
03/12/2022

Looking for a little more certainty with your money? Check out this guaranteed interest rate. Contact me today!

Address

1731 Technology Drive STE 400
San Jose, CA
95110

Website

Alerts

Be the first to know and let us send you an email when Mark Yamamoto, Wealth advisor with Eagle Strategies LLC. posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Mark Yamamoto, Wealth advisor with Eagle Strategies LLC.:

Shortcuts

Share

Category