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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Are you ready to make your dreams come true?

A couple of weeks ago I was thrilled to be invited to see the new kitchen at the home of two of my clients, both Partner Physicians who had invested much of their precious spare time into planning this major project. It was gorgeous. A beautiful island with a cooktop. A wrap-around bar. Marble tile floors. […]

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Podcast: Millennials and Money Pt. 2

 Meaning Of MoneyPodcast by Eagle West Group Topic: Millenials and Money Pt. 2In part two of millennials and money, we continue our discussion with Evelyn and Omar. Both of them candidly share their hopes, ambitions, and fears of an uncertain world and their place in it.

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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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How To Pay Off Credit Card Debt

Getting out of debt is an important component to get yourself in a solid financial position.  Having a structured disciplined approach can help you get out of credit card debt (and pretty much any type of debt) no matter how big your balance is.  If you only have one debt, your strategy is simple, pay […]

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Podcast: Do It Yourself Options

Meaning Of Money Podcast by Eagle West Group   Topic: Do It Yourself Options Michael Clarke and Eric Imley discuss the world of do it yourself options including Robo advisers, target-date funds and talk about the pros and cons of using one or the other.

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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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Markets for the Second Half of the Year

Someone asked me recently when the next stock market dip is expected. Their thought was that it should be pretty easy to anticipate the next correction, sell, and then buy back in at the bottom of the dip. Let’s just say, that is a lot more difficult to do that it sounds on the surface. […]

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Podcast: Couples & Money

Meaning Of Money Podcast by Eagle West Group   Topic: Couples & Money Let’s talk about how couples can get on the same page when it comes to their finances. Our guest is Jason Gipstein a marriage and family therapist. Jason will share his insights on how couples can improve the quality of their relationship […]

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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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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.