Category Archives for Wealth Management

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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Why Your Financial Literacy Matters

It’s good when you decide that you need professional assistance to manage your personal finances, but do you really want to be left in the dark about exactly what they are doing and why, because you don’t understand finances? Professional financial advisors have an abundance of knowledge and will likely work diligently to protect your […]

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Considering investing in real estate? Here are 5 things every Partner Physician should know before making the leap!

In Southern California, real estate prices are a constant topic of conversation. That’s true whether we’re talking about our own rising home values, how our kids will ever afford to live where we do, or wishing we simply owned more than we do. It’s no wonder I get so many questions from KP Physicians about […]

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The Importance of Financial Wellness in the Workplace

In the last couple of years, the term Financial Wellness has been used to describe the relationship between money, money-related issues and overall well-being. Financial Wellness involves the process of learning how to successfully manage financial expenses; not having enough money impacts our health as well as our financial performance.  Financial stress is commonly found […]

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Understanding the Millennial (if that’s possible)

Millennial

The Millennial generation is one like no other. Compared to Baby Boomers and Generation X’ers, they often appear to have an overdeveloped sense of entitlement and less motivation to do what their parents did. Many of them are content to continue to live with their parents even after returning home from college. This may lead […]

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Managing Finance with Technology

Today, technology is more fluid and intuitive than ever. Just 10 years ago, the average person didn’t have much access to personal app technology through their smartphone (and to be fair, these days many people only use their smartphones to play games and post photos of their breakfast). But fortunately, for those of us who […]

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How inherited wealth is often squandered (and what you can do about it)

Estate plans are drafted with the idea of passing wealth to the next generation with a minimum of trouble and expense. It is your list of instructions from “beyond the grave“ with regard to the disposition of your assets and the conditions under which they will or (in some cases) will not be disbursed. What […]

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Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Elevate and Eagle West are not affiliated with Cambridge.

This communication is strictly intended for individuals residing in the states of AK, AZ, CA , CO, FL, GA, HI, ID, MD, MI, MN, MO, MT, NV, NY, OR, TX, UT, VA, and WA.
No offers may be made or accepted from any resident outside the specific states referenced.

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