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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Raising Girls to be Money-Wise Women

Like most parents I know, my wife Tracy and I divide up the many pieces of that puzzle called ‘parenting.’ Being the CFP® in the family, teaching our girls about money and finance falls firmly on my shoulders. When I first began to delve into this piece of our daughters’ education, I did my research. […]

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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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Why Being Too Conservative at Investing Can Prevent You From Having the Kind of Retirement You Want

Retirement is the ultimate goal for most people, most of us already have a vision early on of what we want retirement to be like for us.  Therefore, for years we strive and work hard at doing what we think are the “right things” that will put us in place of retiring when and the […]

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Meaning of Money: Measuring Investment Success

Dreams of financial prosperity and security spark a person’s desire to invest. It is necessary to keep that spark alive throughout the investment process, by adopting certain behaviors and mentalities that can optimize your efforts and effectively measure your success. In our latest podcast with Brad Kasper, president/CEO of LSA Portfolio Analytics, we learn more […]

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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.