Your Fortunes Told Here

On one of my frequent trips to LA, I passed a house with a sign that said, Psychic Readings- Your future told. It would be nice if there was someone with a crystal ball or tarot cards to tell us want to expect for 2014. Unfortunately, there isn’t.

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Attention: The captain has illuminated the fasten seatbelt sign.

I just wanted to give you a head’s up that we have begun making defensive adjustments to a number of our model portfolios. In general, they follow a theme of increasing cash exposure, where the computer model wanted to.

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Thrills and Agonies and Investing. No defeat.

If you were around at all during the mid 70s then the following words will be iconic to you: Spanning the globe to bring you the constant variety of sport. The thrill of victory and the agony of defeat. The human drama of athletic competition. This is…(well, you know the rest).

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Looking Out the Porthole; Our Eyes on the Horizon.

For a while now, many out there have been predicting the “financial storm.” Indeed, some of our clients are securing the hatches in anticipation of this storm. However, most of our clients know that, if the storm does come, we would work tirelessly to protect them from the severity of it.

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Is Control REALLY an Illusion?

It’s a little-known fact that the “close door” button in elevators isn’t actually connected to anything. In the early days of automatic elevators, the Otis Company received complaints from customers who didn’t like the fact that they couldn’t control the closing of the elevator doors. Otis responded by added a dummy button on the panel, […]

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And the band played on…and on and on an on.

So far the market continues to push further. What goes up, must come down … but not right away. Looking at our January Commentary, we thought the stock market might run, but now our concern is that this is happening much faster than expected and than underlying economic fundamentals seem to justify. The markets seem […]

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A little Family Meeting that helps your kids be more financially responsible.

Family meetings are a great way to bring college-age to adult children into the parents’ financial picture. People are generally very private about their financial lives, but you might consider revealing at least an outline to your children. The reveal can be done in stages, so that they are in a better position to “take […]

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Something BIG Changed and we responded….QUICK!

For a long time, hedge fund managers and economists have asserted that China’s official financial statistics were “optimistic and unrealistic”. Today, China appeared to be recognizing some of these excesses. The main concern here is a liquidity crisis in China that might rival the US 2007 – 2008. While we don’t have emerging markets exposure […]

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The Secret Things We LOVE Doing for our Clients.

There are some things we do for clients that they don’t really know about. I am not complaining. We are supposed to do research, anticipate needs and take care of details so clients don’t have to think about these things as much. However, I thought it might be helpful to tell you about one of […]

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A Simple Question Was Asked…and we answered.

A simple question was asked: Why not just buy and hold the index? And if not, how can a relatively small “part time” investment manager compete with all the available large institutional managers?

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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.