3 Good Reasons You Shouldn’t Skimp on Your Financial Education

As you review your personal finances and take stock of your investments don’t forget to assess the value of your own financial education. Sure, you have a knowledgeable financial advisor who handles all of that for you, but your own personal understanding of finances can help you make better, more informed decisions, or at least […]

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Budgeting Effectively, the Foundation for Financial Wellness

Budgeting effectively is an imperative skill to have, in fact, it is the foundation for overall Financial Wellness, and a fundamental piece in achieving financial freedom preserving your wealth.  However, recent studies have demonstrated that only 1 out of 3 Americans create a budget every month. It is not an easy task, but it also […]

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Talking to your kids about finance while avoiding an Eyeroll

As parents part of our job is to teach our kids how to be successful in life the best we can. This often includes having discussions about important issues and there may be nothing more important than the subject of money and finance. This can often be difficult since many us weren’t given much information […]

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Forecasting the Next Recession: The Big Question

We often get asked what our forward-looking perspective is on the markets.  People often already have an opinion colored by politics, location and personal experience.  This article from Guggenheim might shed some objective perspective on “Forecasting the Next Recession”.  While a little technical, the article tracks six leading indicators with hopes of spotting where we […]

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Bitcoin: The Digital Currency

In regards to Bitcoin we get asked, “Should we get in?”  “Is it a bubble?”  It’s tough to answer, because it could so several ways.  Bitcoin and other digital currencies are likely here to stay.  We have heard that several investment custodians are gearing up to accept digital currencies to fund brokerage accounts.  The projections […]

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Quick Year-End Financial Tips for KP Physicians

As the year begins to wind down we tend to focus on more immediate financial concerns—how much to spend on the kids, travel expenses—and less on the bigger picture. We have assembled a list of four quick things you can do to make sure that you start 2018 on the right financial note.

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What to Do with an Old 401k From a Previous Employer

In your lifetime, chances are you have switched jobs at least once.  Changing jobs is complicated enough and managing a 401K is the last thing on one’s mind when switching employers.  A survey done in 2013 by ING USA showed that half of American adults who participated in an employer-sponsored retirement plan, such as a […]

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GOP 2018 Tax Plan

The GOP released a detailed version of their tax plan much of which is set to start in 2018. Of course, this is not law as the bill needs to be passed by House, Senate, and President. The Bill is a working document at this point. However, some of the changes are very significant and […]

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Retirement and the Increasing Life Expectancy

Retirement is a relatively young concept; only two or three generations old. Perhaps one of the more significant economic challenges of our time is an aging population with insufficient retirement assets. With life expectancy increasing there is the potential that many may outlive their income.  

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Big Changes Coming

Over the past few months, Eagle West Group (EWG) has been working on major improvements for the firm and its clients. We will begin by upgrading our technology so that you can get a clearer picture of your financial life, including tracking your goals and storing essential documents and information. This will involve replacing CIR […]

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Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker / Dealer, Member FINRA / SIPC. Investment Advisor
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.