Our Top 22 Ideas for Saving Money NOW!

Whether you are trying to reduce your monthly expenses or save for a major purchase, there are times when we all need to save more money. Here are some savings strategies to consider. Control Daily Spending Your everyday spending decisions can add up in ways you may not expect. Common behaviors that cost money include: […]

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Managing Finance with Technology

Today, technology is more fluid and intuitive than ever. Just 10 years ago, the average person didn’t have much access to personal app technology through their smartphone (and to be fair, these days many people only use their smartphones to play games and post photos of their breakfast). But fortunately, for those of us who […]

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As a partner, will I get Social Security when I retire? And if so, how much?

If you’re confused about Social Security, it’s no wonder. It’s about as clear as mud for most people, and the partnership structure can make it even more so. While most people are able to see exactly how much they contribute to Social Security on their W-2 each year, like partners at many other large partnerships, […]

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9 Steps To Eliminating Financial Stress

Financial stress and anxiety affect millions of people. Most of the stress we deal with during our adult life is sometimes caused by financial-related issues. The reasons for financial stress differ from person to person, but it is important to remember that worry won’t solve anything; taking action to alleviate financial woes, however, does. Here […]

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How inherited wealth is often squandered (and what you can do about it)

Estate plans are drafted with the idea of passing wealth to the next generation with a minimum of trouble and expense. It is your list of instructions from “beyond the grave“ with regard to the disposition of your assets and the conditions under which they will or (in some cases) will not be disbursed. What […]

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Fair Trade

Clients have frequently asked about how tariffs might affect portfolios.  The concern is understandable.  I think most all of us would agree, tariffs are generally bad, and are an additional tax on consumers, which slows the economy.  At the same time, uneven trade deals are not good for the US.  The addition of steep tariffs […]

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3 Simple Lessons For A Better Financial Future

Eagle West Group

No matter how young you may have been when you started (properly) managing your personal finances you likely wish you had started sooner. If you have a son or daughter, grandchildren, or nieces and nephews — chances are they all need financial guidance. Financial planning skills are not taught in elementary school. For most Americans […]

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Trump, Trade, and Your Investment Portfolio

Question from the blog: What is a trade deficit—and does it matter to my portfolio? This question has been coming up a lot lately, and it’s no wonder. With Trump’s recent threats to impose tariffs on China and Canada in a trade war, trade deficits have been the talk of the town. Unfortunately, all of […]

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How to Maximize Your Retirement Savings

When planning for retirement, it is well known that the earliest you start saving, the better; however, it is never too late to get started and, even if you started late, there are some steps you can take to maximize your savings and the odds of being in good shape at retirement. Below are a […]

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Updated Recession Projections

Six months ago, we passed along an article from Guggenheim Investment with its projections on when the next recession might hit. Guggenheim just updated their forecast and we thought we should pass that along as well. In short, because of recent fiscal, monetary, and interest rate changes, they have shifted their projection to late 2019 […]

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Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Elevate and Eagle West are not affiliated with Cambridge.

This communication is strictly intended for individuals residing in the states of AK, AZ, CA , CO, FL, GA, HI, ID, MD, MI, MN, MO, MT, NV, NY, OR, TX, UT, VA, and WA.
No offers may be made or accepted from any resident outside the specific states referenced.

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