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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Changing from a deflation to inflation economy: winners and losers

The market snap that occurred in February, seems to have marked a point where markets finally recognized the inflection point from many years of decreasing interest rates to many expected years of increasing interest rates.  The winners and losers of this transition are likely to be different than what we have come to expect over […]

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Is it time to hire a Financial Advisor?

This is a question with as many answers as there are people to ask it. I usually recommend considering this option when a KP physician’s retirement assets and savings match one year of income. If you’re nearing this point, it’s probably time to consider whether or not you want to spend a few hours a […]

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The Importance of Financial Planning

Financial Planning is an important component for everyone’s financial life. It is the key to achieving financial freedom and helps you see the “big picture,” when it comes to setting long- and short-term life goals and being on track to achieve them. A proper financial plan outlines your personal circumstances, objectives and risk tolerance; it […]

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Reinventing Yourself in Retirement

Retirement is something virtually all of us look forward to. While the idea of owning 100% of your time appeals to virtually everyone what to do with that time is becoming the larger question. For instance, according to Gallup 74% of Americans plan to work past age 65.    What might you do and how […]

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

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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.