Is it time to hire a Financial Advisor?

This is a question with as many answers as there are people to ask it. I usually recommend considering this option when a KP physician’s retirement assets and savings match one year of income. If you’re nearing this point, it’s probably time to consider whether or not you want to spend a few hours a […]

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The Importance of Financial Planning

Financial Planning is an important component for everyone’s financial life. It is the key to achieving financial freedom and helps you see the “big picture,” when it comes to setting long- and short-term life goals and being on track to achieve them. A proper financial plan outlines your personal circumstances, objectives and risk tolerance; it […]

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Reinventing Yourself in Retirement

Retirement is something virtually all of us look forward to. While the idea of owning 100% of your time appeals to virtually everyone what to do with that time is becoming the larger question. For instance, according to Gallup 74% of Americans plan to work past age 65.    What might you do and how […]

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So where is this market going?

So far this year, we saw a strong market start with significant correction over about a week.  Since then, we have seen a partial rebound, but what’s next?  We don’t have a crystal ball and any guess is speculation.  We appear to be treading sideway as this market reevaluates the possibility of higher interest rates, […]

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3 Good Reasons You Shouldn’t Skimp on Your Financial Education

As you review your personal finances and take stock of your investments don’t forget to assess the value of your own financial education. Sure, you have a knowledgeable financial advisor who handles all of that for you, but your own personal understanding of finances can help you make better, more informed decisions, or at least […]

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Budgeting Effectively, the Foundation for Financial Wellness

Budgeting effectively is an imperative skill to have, in fact, it is the foundation for overall Financial Wellness, and a fundamental piece in achieving financial freedom preserving your wealth.  However, recent studies have demonstrated that only 1 out of 3 Americans create a budget every month. It is not an easy task, but it also […]

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Talking to your kids about finance while avoiding an Eyeroll

As parents part of our job is to teach our kids how to be successful in life the best we can. This often includes having discussions about important issues and there may be nothing more important than the subject of money and finance. This can often be difficult since many us weren’t given much information […]

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Forecasting the Next Recession: The Big Question

We often get asked what our forward-looking perspective is on the markets.  People often already have an opinion colored by politics, location and personal experience.  This article from Guggenheim might shed some objective perspective on “Forecasting the Next Recession”.  While a little technical, the article tracks six leading indicators with hopes of spotting where we […]

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Bitcoin: The Digital Currency

In regards to Bitcoin we get asked, “Should we get in?”  “Is it a bubble?”  It’s tough to answer, because it could so several ways.  Bitcoin and other digital currencies are likely here to stay.  We have heard that several investment custodians are gearing up to accept digital currencies to fund brokerage accounts.  The projections […]

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Quick Year-End Financial Tips for KP Physicians

As the year begins to wind down we tend to focus on more immediate financial concerns—how much to spend on the kids, travel expenses—and less on the bigger picture. We have assembled a list of four quick things you can do to make sure that you start 2018 on the right financial note.

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Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker / Dealer, Member FINRA / SIPC. Investment Advisor
Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Elevate and Eagle West are not affiliated with Cambridge.

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