Category Archives for Wealth Management

The College Transition Begins

As parents we want to be there to support our children throughout their lives.  When they are young, we are their caregiver, educator, rule enforcer, health and welfare advocate, and personal driver.   We pick out their clothes, approve of their friends, and support them in their academic, emotional, and extracurricular activities.  As they move toward […]

Read More »

Choosing a College

It’s junior year of high school and for most of your child’s life you’ve talked with them about the importance of going to college and getting a degree. Now that the time has come, how does your child choose? This process can be so overwhelming but we’ve come across a website that we think might […]

Read More »

Veteran’s Day

For a large percentage of the population Veteran’s Day is just another day off from work or school.  In actuality Veteran’s Day is so much more.  Is it a day to honor those who have served our country unselfishly and signifies an important day in our Nation’s history. On June 28, 1919 the Treaty of […]

Read More »

Is the Outlook From the Edge Hopeful or Bleak?

The media loves scaring us! In all fairness, it is how they sell advertising time but it still isn’t very comforting. They get a panel of talking heads all trying to outdo each other to be first to forecast calamity. Do they apologize when they get it wrong? No! But if the markets descend, they […]

Read More »

Making Your Kids Earn It

How can you teach the next generation a strong work ethic? Our clients have achieved great success partly because they understand hard work, but transferring that work ethic to the next generation is difficult. I am sure there are many suggestions on this: sports, chores, part time jobs. Recently my kids gave me a great […]

Read More »

Commentary: Understanding and Measuring Risk

Most people seem to like risk when they are winning, but become prudish when they are losing.  It’s not logical, since with high risk comes big ups and big downs.  They are opposite sides of a coin.  But to quote Spock from Star Trek, “it is human”.

Read More »

Portfolio Options

As many of you know, we have had a lot of improvements this last year. Several great advisors like Steve Holmes, Ray Harrison, and Brian Peardon have chosen to join us at Eagle West Group, because they also believe in our values: integrity, sincerity, innovation and putting clients first.

Read More »

Innovation

noun: The action or process of innovating. Syn: Change, alteration, revolution, upheaval, transformation, metamorphosis, breakthrough Early in my career, as a junior advisor at a major company, I had a senior executive say to me, “Rick, stop being so creative.” I ask him to repeat it, because I couldn’t believe I heard it right. He […]

Read More »
1 3 4 5

Check the background of this investment professional on FINRA's BrokerCheck

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.