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 […]Read More »
Meaning Of Money Introducing the Eagle West Group podcast. In episode one Rick, Mike and Eric discuss the 2019 market outlook. Michael ClarkeRick WatsonEric ImleyHit Play to Listen Advisory services offered through EWG Elevate, Inc. dba Eagle West Group.Read More »
Economic uncertainty and volatile markets can be unnerving for investors. Furthermore, knowing whether or not your investment allocations and performance is/are right for you can also prove challenging. In short, how do you know if you’re succeeding? It used to be that investors determined this simply: if they made money, they were happy; if they lost […]Read More »
We thought we would forward a market 6-month outlook from a mutual fund provider we use from time to time, Manning and Napier. We see some big institutions focused on average prices and market fundamentals projecting amazing growth for 2019 and others looking at the technical (charts) forecasting much lower prices. We think this Manning […]Read More »
Triggers for market volatility can come in many different shapes and sizes, i.e. policy uncertainty in Washington, earnings reports, geopolitical unrest, among others; however, volatility is part of investing. Volatile markets tend to make investors, especially novice investors, get startled and begin to question their investment strategies and be tempted to pull out of the […]Read More »
The change from Cambridge to our own Registered Investment Advisor (RIA) that we have been talking about for almost 2 years is finally here! To remind you, currently the SEC (securities and exchange commission) audits Cambridge which in turn audits Eagle West Group. The change to our own RIA allows the SEC to audit us […]Read More »
Occasionally, we get asked about buying a low cost diversified mutual fund instead of having EWG do the investments. It’s a fair question, and in the end people are looking for value. We seek to listen and understand our clients and to help them make the best decisions they can with the information they have. We could also point […]Read More »
It’s good when you decide that you need professional assistance to manage your personal finances, but do you really want to be left in the dark about exactly what they are doing and why, because you don’t understand finances? Professional financial advisors have an abundance of knowledge and will likely work diligently to protect your […]Read More »
In Southern California, real estate prices are a constant topic of conversation. That’s true whether we’re talking about our own rising home values, how our kids will ever afford to live where we do, or wishing we simply owned more than we do. It’s no wonder I get so many questions from KP Physicians about […]Read More »
In the last couple of years, the term Financial Wellness has been used to describe the relationship between money, money-related issues and overall well-being. Financial Wellness involves the process of learning how to successfully manage financial expenses; not having enough money impacts our health as well as our financial performance. Financial stress is commonly found […]Read More »
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.