Category Archives for Wealth Management

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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Yes, there’s a trade war. Should investors be worried?

Every year, clients come to me asking what they should “do” about the global challenge du jour. Of course, at the moment, the trade war with China is grabbing the headlines. As a result, the stock market (which, contrary to how it might seem, is still in bull market territory) is delivering a heavy dose […]

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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 Money podcast by Eagle West Group Michael Clarke Topic: Measuring Investment Success In 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 […]

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Podcast: Hiring an Advisor

Meaning of Money podcast by Eagle West Group Michael Clarke Topic: Hiring an Advisor In 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 Leopoldus Hit Play […]

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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 Money Introducing the Eagle West Group podcast. In episode one Rick, Mike and Eric discuss the 2019 market outlook.  Michael Clarke Rick Watson Eric Imley Hit Play to Listen Advisory services offered through EWG Elevate, Inc. dba Eagle West Group.

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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.