Category Archives for Wealth Management

Podcast: Measuring Investment Success

Meaning of Moneypodcast by Eagle West GroupMichael ClarkeTopic: Measuring Investment SuccessIn this podcast, Micheal Clarke discusses with Brad Kasper, president/CEO of LSA Portfolio Analytics, how to measure investment success.“Measuring success is often misunderstood, it is something we spend a great deal of time trying to teach our clients about so that their expectations remain reasonable […]

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Podcast: Hiring an Advisor

Meaning of Moneypodcast by Eagle West GroupMichael ClarkeTopic: Hiring an AdvisorIn this podcast, Micheal Clarke discusses with athletic attorney Brandon Leopoldus how to hire a financial advisor. They discuss common traits, what to look for and what to pay attention to when talking with your financial advisor.Brandon LeopoldusHit Play to ListenAdvisory services offered through EWG […]

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Protecting Seniors from Financial Fraud

On February 5, 2019, FINRA (a not-for-profit, self-regulatory agency authorized by Congress to protect the integrity and fairness of the “broker-dealer” industry) issued a new rule requiring brokers to ask their customers to submit the name of an additional personal contact to verify suspicious financial transactions. The new rule is not meant to limit a […]

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A Word About Risk

As a Certified Financial Planner (CFP®), one of the most important parts of my job is assessing each of my client’s comfort level with risk. How I help a “white-knuckle” investor reach their goals is very different from how I work with a client who is at peace with the market and comfortable with focusing […]

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2019 Market Outlook

Meaning Of MoneyIntroducing the Eagle West Group podcast.In episode one Rick, Mike and Eric discuss the 2019 market outlook. Michael ClarkeRick WatsonEric ImleyHit Play to ListenAdvisory services offered through EWG Elevate, Inc. dba Eagle West Group.

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How To Measure Investment Success – Part 1

Economic uncertainty and volatile markets can be unnerving for investors.  Furthermore, knowing whether or not your investment allocations and performance is/are right for you can also prove challenging. In short, how do you know if you’re succeeding? It used to be that investors determined this simply: if they made money, they were happy; if they lost […]

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6-Month Outlook From Manning & Napier

We thought we would forward a market 6-month outlook from a mutual fund provider we use from time to time, Manning and Napier.  We see some big institutions focused on average prices and market fundamentals projecting amazing growth for 2019 and others looking at the technical (charts) forecasting much lower prices.  We think this Manning […]

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How To Make The Most Out Of Market Volatility

Triggers for market volatility can come in many different shapes and sizes, i.e. policy uncertainty in Washington, earnings reports, geopolitical unrest, among others; however, volatility is part of investing. Volatile markets tend to make investors, especially novice investors, get startled and begin to question their investment strategies and be tempted to pull out of the […]

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It’s Finally Here!! Eagle West Group RIA

The change from Cambridge to our own Registered Investment Advisor (RIA) that we have been talking about for almost 2 years is finally here! To remind you, currently the SEC (securities and exchange commission) audits Cambridge which in turn audits Eagle West Group. The change to our own RIA allows the SEC to audit us […]

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Why We Have Portfolios That Flex

Occasionally, we get asked about buying a low cost diversified mutual fund instead of having EWG do the investments.  It’s a fair question, and in the end people are looking for value.  We seek to listen and understand our clients and to help them make the best decisions they can with the information they have.  We could also point […]

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Advisory services offered through EWG Elevate, Inc. dba Eagle West Group.

This represents a partial list of clients. They have not been compensated and were not selected based on duration, performance, account size.