Category Archives for Wealth Management

Market Outlook 2020

Eagle West Group: Market Outlook 2020 • Stocks: Expect lower returns for US Stocks. Although the economy is supported by solid fundamentals, we expect the economy to slow through 2020, as valuations get stretched. Trade deal successes could drive returns significantly higher, as world economy gets reenergized. However, the general international trend is slowing, led […]

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Caring for Our Parents

My wife and I pay for the care of my mother-in-law who is a resident in an Alzheimer’s dementia facility. When she was transferred there from an assisted living facility ( which we were also paying for) she was in failing health and the doctors told us that she had maybe six months. That was […]

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Taxes Inspire Me

As a California resident, the final straw broke when the gas tax legislation was passed.  Few things are more painful than filling up a 25-gallon tank four times a month and knowing 20% of the fuel expense is going to the state treasurer’s office for who knows what.  Roads? I’m sure it’s just like the […]

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About Our NEW Client Website

We have talked with many of our clients about our new client website, which allows you to save documents, view performance, activity, risk, your financial plan, etc. for all of your accounts, including outside accounts.  We are very proud of it. With all this sensitive information, we want to make sure stays very secure.  A […]

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To Roth or not to Roth? That is the question!

Hamlet’s question, “To be, or not to be?” is certainly filled with a deeper philosophical angst, but for physicians seeking a long, confident, and tax-wise retirement, the question of which to choose—a traditional 401(k) or a Roth 401(k)—can also fill the heart with at least a bit of torment! Luckily, some basic analysis is all […]

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Teaching Inheritance Management To The Next Generation

Unfortunately, family wealth is not guaranteed to be passed down from generation to generation. In fact, studies show that family assets are lost from one generation to the next around 70% of the time. And 90% of the time, assets are gone by the third generation. This is often due to the fact that most […]

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Podcast: Millennials Part 1

Meaning Of Money Podcast by Eagle West Group   Topic: Millennials Part 1 How does the millennial generation conceptualize and think about money? It’s surprising.    Here our guests Omar and Evelyn (each of them come from very different economic backgrounds) share their points of view along with their hopes and dreams in the face of […]

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How To Develop a Budget You Can Live With

I have a 90-year-old aunt who is afraid to go to the doctor because she doesn’t want to get bad news. The same thing might be said about building a budget. The word budget is about as exciting as the words diet or discipline. It is not a word we associate with anything fun and […]

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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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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.