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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Podcast: Measuring Investment Success

Meaning of Moneypodcast by Eagle West GroupMichael ClarkeTopic: Measuring Investment SuccessIn this podcast, Micheal Clarke discusses with Brad Kasper, president/CEO of LSA Portfolio Analytics, how to measure investment success.“Measuring success is often misunderstood, it is something we spend a great deal of time trying to teach our clients about so that their expectations remain reasonable […]

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When planning for your financial future, shoot for the record!

Did you see the headlines last week? The Guinness Book of World Records crowned someone new as “the world’s oldest person.” A mother of five, Kane Tanaka was born in 1903 and married in 1922 at just 19 years old. Today, at the ripe old age of 116, she studies math and other subjects for […]

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How To Avoid Being a Target

If I had a dime for every time over the course of my 27-year career I’ve heard the phrase “they don’t teach finance in school“ I’d be wealthier than I want to make my clients. This form of lament is especially common among high income earning professionals who quite commonly face unique sets of financial […]

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A View From an Institutional Manager

One of the great opportunities we get because of the amount of money we manage is access to people that are usually hard to get to.  I had a call this week with a portfolio manager from Guggenheim Investments.  We got to talk about the recent Federal Reserve comments and their view on the economy […]

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Podcast: Hiring an Advisor

Meaning of Moneypodcast by Eagle West GroupMichael ClarkeTopic: Hiring an AdvisorIn this podcast, Micheal Clarke discusses with athletic attorney Brandon Leopoldus how to hire a financial advisor. They discuss common traits, what to look for and what to pay attention to when talking with your financial advisor.Brandon LeopoldusHit Play to ListenAdvisory services offered through EWG […]

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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.