Helping Kaiser Permanente Physicians build and secure their wealth for the long term Advisory services offered through EWG Elevate, Inc.
With his prior experience in finance in the private and academic sectors, Eric found his perfect niche with the Protection Point team to help clients create a custom-tailored strategy for their individual goals and circumstances. Eric has a unique ability to break down complex financial models and market scenarios to help clients make clear decisions. He admits he’s always found fulfillment in hel
07/19/2022
PARTNER PHYSICIANS: It's not too late to 'buy the dip' (but only if it's the right move for YOU!)
Eric Imley, CFP on LinkedIn: PARTNER PHYSICIANS: It's not too late to 'buy the dip' (but only if PARTNER PHYSICIANS: It's not too late to 'buy the dip' (but only if it's the right move for YOU!) ...
06/01/2022
PARTNER PHYSICIANS: Today's blog post is for you!
High inflation is certain to impact both the partnership and your finances. Here's how and why—and what you can do to prepare for whatever lies ahead.
Eric Imley, CFP on LinkedIn: How inflation impacts large physician partnerships—and your wallet PARTNER PHYSICIANS: Today's blog post is for you! High inflation is certain to impact both the partnership and your finances. Here's how and why—and what...
05/04/2022
Partner Physicians: Bonds aren't performing like many investors expect. In today's blog post, I look at why things have changed and how to determine your best next step in this new market environment.
Eric Imley, CFP on LinkedIn: Will bond prices hurt your retirement outlook? Partner Physicians: Bonds aren't performing like many investors expect. In today's blog post, I look at why things have changed and how to determine your...
04/07/2022
PHYSICIANS: Concerned about how recent events may impact your retirement savings? Today's blog post includes some insights that may help put you at ease.
Putting the trees in perspective War. Inflation.
03/01/2022
Partner Physicians: Is the stock market making your head spin? Here's a reminder that the cycle of history rarely surprises...
Once again, history offers the comfort of perspective In the early days of the pandemic, the stock market was in a spiral. The world was reeling in the face of the unknown, and it was a scary time for all of us in many ways, including as investors.
02/07/2022
PARTNER PHYSICIANS: Wondering how protected your retirement portfolio is in the face of market volatility? Here's how your pension puts safety on your side...
https://www.linkedin.com/pulse/how-common-plan-helps-protect-your-financial-future-eric-imley-cfp/
01/05/2022
PARTNER PHYSICIANS: What's your plan for improving your financial health in 2022? Today's blog post shares how an annual financial checkup can pave the way—and 4 money moves that can help.
Eric Imley, CFP on LinkedIn: Top 4 Money Moves for 2022 PARTNER PHYSICIANS: If achieving greater financial health is on your list of New Year’s resolutions, these 4 money moves are a great place to start. #...
12/02/2021
PARTNER PHYSICIANS: Are cryptocurrencies a smart investment for YOU? In today's blog post, I share my thoughts on the newest investment craze, as well as 3 steps to help grow AND protect your assets should you decide to jump on the bandwagon.
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Cryptocurrency: What History May Be Telling Us (and How Planning Can Help Us) The news this week included the major announcement that Jack Dorsey has stepped down from his role as CEO of Twitter. One reason: he is planning to spend more time building up his other company, Square, which enables business to collect payments using a tiny gadget attached to a mobile phone.
10/01/2021
PARTNER PHYSICIANS: What’s the difference between comprehensive financial advice and investment management? The answer is simple (and it matters to your long-term financial health!)...
RETIRE: The power of comprehensive financial advice I hear the question all the time: What’s the difference between comprehensive financial advice and investment management? The answer is simple: Comprehensive financial advice addresses your entire financial situation (even areas over which your advisor has no control), while investment management ...