So far the markets seem to keep going up and up.

While the S&P 500 up from 1250 to 1410, year to date, that can’t continue forever. We all expect a correction, but so far that correction seems muted. The technicals suggest we are in a longer term pattern that could continue to as high as 1530 on the S&P 500. Why is this happening? Partly […]

Read More »

Your “Punk Economics” Lesson.

Irish Economist David McWilliams explains the ECB’s massive cash for trash scheme — bailing out banks with your money.

Read More »

Challenges = Recovery

At the request of clients, we are providing market and general portfolio discussions on a more regular basis. Last month, we provided the 2012 Market Outlook. If by chance you did not receive the outlook, please reply to this email and we will correct that oversight. It’s also posted on our website at:

Read More »

What are we doing to protect your money?

We have received a number of calls lately from clients who are concerned about the perceived increased risk of the markets and the debt of global economies. All of these risks are very real and we take our obligation to protecting our clients very seriously. I thought it might be helpful to give a general […]

Read More »

The 25 Documents You Need Before You Die.

This is a good article that details why it is important for your beneficiaries to know how to access your important documents in the event of the unexpected. We have long advocated that our clients make their heirs aware of how to establish an estate settlement should something happen to them. Indeed, not pleasant to […]

Read More »
1 13 14 15

Check the background of this investment professional on FINRA's BrokerCheck

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.