Category Archives for Wealth Management

COVID-19: Where do we go from here? What’s the plan?

Stock markets took a large hit over the last two weeks. In our 2020 outlook, we expected more volatility, although Corona was just getting started. The good news is that the underlying fundamentals of the economy appear to be good. We have a pro-growth footing, there is not an obvious overvaluation or bubble, and the US looks […]

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The Problem with the Financial Industry

Have you ever heard the idea, “the percentage of stocks you should own = 110 – your age?  This would mean that if you are 60 and entering retirement, you should have 60% in stocks.  Ideas like this make financial planning much easier but does this make sense for you?  The general idea seems to […]

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Structured Income

Structured income is an asset class that people should understand and consider when diversifying a portfolio.  Most people tend to only invest in Stocks, funds, or bonds.  That’s fine, but the problem is that most stock funds are highly correlated.  They tend to move together.   In looking to diversify, you might consider Bonds which sometimes […]

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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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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.