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How to Set Goals That Last: Turning New Year Motivation Into Real Progress
Kick off 2026 with goals you’ll actually keep. Discover why most resolutions fail—and how simple, science-backed strategies like SMART goals, accountability, and celebrating small wins can turn January motivation into lasting progress.

Eiger
20 hours ago8 min read


Make Your Year-End Giving Count: Smart Strategies for 2025
With one-third of annual donations happening in December, now is the perfect time to maximize your charitable impact. New tax rules in 2026 will change deductions for high earners, making 2025 a pivotal year for strategic giving. Discover how IRAs, donor-advised funds, and bundling strategies can help you give more effectively while potentially reducing your tax burden. Turn your generosity into lasting impact.

Eiger
4 days ago8 min read


Eiger Wealth Management recognized by Newsweek as one of America's Top Financial Advisory Firms 2026
Newsweek recognized Eiger Wealth Management on its annual listing of America's Top Financial Advisory Firms for 2026

Eiger
Nov 141 min read


The True Costs of Caring for Aging Parents
One in four Americans is a caregiver facing immense stress. Are you one of them? The emotional, physical, and financial costs of caring for aging parents are rising dramatically. Get the essential data, support strategies, and financial guidance you need to navigate this crucial—and costly—life challenge.

Eiger
Nov 79 min read


Money Talks: How to Use Holiday Gatherings to Start Family Financial Conversations
Gathering with family this holiday season? Between the laughter and leftovers, it might also be the perfect time to talk about something lasting—your family’s financial future. Open, honest money conversations today can help prevent confusion, conflict, or costly mistakes tomorrow—and turn your legacy into a true gift for generations to come.

Eiger
Oct 3011 min read


Why Fed Rate Cuts Don’t Instantly Reduce Your Borrowing Costs
The Fed may have cut rates, but mortgage rates are forecast to rise before the end of the year. Don’t expect your mortgage, credit card, or car loan bills to shrink overnight. Different parts of the economy react in different ways—and often at different speeds. From home loans to savings accounts, here’s what really happens when the Fed lowers rates, and why the impact on your wallet might take longer than you think.

Eiger
Sep 252 min read


Should You Pay Off Your Mortgage Early or Invest Extra Cash
If you can, should you pay off your mortgage early or invest instead? The answer isn’t always simple. Paying off debt can bring peace of mind and save thousands in interest, while investing may unlock long-term growth opportunities. Your decision depends on your goals, risk tolerance, and stage of life. This guide explores both paths and helps you decide which strategy aligns best with your financial future.

Eiger
Sep 248 min read


A 2025 Guide to Protecting Seniors from Fraud
Fraudsters are targeting seniors with increasingly sophisticated scams—from phishing texts to fake tech support calls. In 2024 alone, consumers lost over a trillion dollars worldwide. Protecting aging parents and loved ones means staying alert, understanding red flags, and taking practical steps to guard their finances and independence. This guide highlights key scams to watch for and how to fight back.

Eiger
Sep 228 min read


Smart Moves to Consider Before Year-End
As the year winds down, so does the window for smart financial moves. From tax strategies to retirement contributions and charitable giving, fall is the perfect time to take action before the holidays hit. Here are key year-end opportunities to review so you can step into 2026 with clarity and confidence.

Eiger
Sep 29 min read


Breaking Down the One Big Beautiful Bill Act: What You Need to Know
The One Big Beautiful Bill Act is here—and at 887 pages, it’s packed with changes that could reshape your taxes, savings, and financial strategy. From permanent tax cuts to new deductions and child savings accounts, the law offers both opportunities and pitfalls. Here’s what you need to know now.

Eiger
Aug 276 min read


Why More Families Are Choosing to Gift Wealth Earlier—and How to Do It
With the largest wealth transfer in history underway, families are increasingly giving assets during their lifetimes. Early gifting can shrink your taxable estate, support loved ones when help is most needed and let you witness the impact. Learn how to navigate gift tax rules, use trusts and 529s, and share your values to build a lasting legacy.

Eiger
Jul 2810 min read


What You Need to Know About the 2025 Changes to Inherited IRA Rules
Major changes to inherited IRA rules are now in effect for 2025. Most non-spouse beneficiaries must deplete accounts within 10 years, and in many cases, take annual RMDs. Failing to follow the updated rules could result in penalties. If you’ve inherited an IRA—or plan to leave one—it’s time to revisit your strategy.

Eiger
Jul 247 min read


Beyond Salary: Understanding Your Total Compensation
There’s more to compensation than just salary. From equity and bonuses to healthcare, flexibility, and time off, your total compensation package plays a key role in your financial future. Learn how to evaluate and negotiate the benefits that matter most—so you’re not leaving value on the table.

Eiger
Jul 39 min read


Stock Market Indexes 101: What You Should Know and Why It Matters
Think you know the Dow, S&P 500, and Nasdaq? Think again. Discover the surprising history, hidden mechanics, and real meaning behind the stock market’s most-watched indexes—and why they matter more than you think. This quick read will give you a smarter lens for viewing the market.

Eiger
Jun 248 min read


How Do You Turn Retirement Savings into a Reliable Income Strategy?
Turning retirement savings into steady income can feel daunting—but it doesn’t have to be. From Social Security timing to smart withdrawal strategies, this blog explores how to turn your nest egg into a reliable income stream.

Eiger
Jun 189 min read


“The Four Most Dangerous Words In Investing Are: ‘This Time It’s Different.’” – Sir John Templeton
When it comes to investing, have fundamentals changed enough to warrant a new approach? Market volatility may feel unique today, but history shows it’s part of the journey. Staying invested, diversifying, and focusing on the long term have consistently rewarded patient investors. Don’t let short-term noise derail a long-term plan.

Eiger
Jun 46 min read


What Does the Job Market Look Like for 2025 Graduates?
Graduating in 2025? From skills-based hiring to AI disruption, today’s grads need more than just a diploma to stand out. Learn which industries are growing, what employers really want, and how to navigate this exciting (and sometimes overwhelming) new chapter.

Eiger
May 1410 min read


Should You Buy or Rent a Vacation Home?
Thinking about buying a vacation home? Before you take the plunge, it’s worth asking: will owning really bring more joy—or just more bills and responsibility? In this post, we break down the pros, cons, and key considerations to help you decide if renting or buying is the smarter move for your lifestyle and finances.

Eiger
May 711 min read


Market Update: Tariffs, Trade Policy, and What It Means for Investors
New tariffs spark market volatility. See what we're watching and what it means for investors

Eiger
Apr 34 min read


The Real Cost of College: What Families Need to Know Before Decision Day
College decision season is here. Here’s what families need to know about costs, aid, loans, and making the right financial call.

Eiger
Mar 3111 min read


Bloom Into Better Money Habits: Your Guide to Smarter Financial Moves
This April, take action: declutter your finances, build better habits, and refresh your money mindset.

Eiger
Mar 2812 min read


10 Ways to Simplify Your Estate and Ease the Burden on Your Heirs
A well-planned estate simplifies life for your heirs. Learn key steps to organize assets, avoid probate, and ensure your legacy is protected

Eiger
Feb 2810 min read


How Tariffs Could Impact Your Investments
As global trade tensions continue to evolve, it’s important to consider how tariffs might affect your investments. A key observation is...

Eiger
Jan 312 min read


Tax Season Scams: How to Protect Yourself from Identity Theft and Fraud
Tax season brings heightened identity theft risks. Protect yourself from fraudsters eager to steal refunds or sensitive data. Stay vigilant!

Eiger
Jan 246 min read


10 Facts You May Not Know About Social Security
Discover 10 facts about Social Security that could transform your financial future.

Eiger
Jan 107 min read


2024 Insights and Strategic Outlook for 2025
Reflecting on 2024's key financial events and trends, we share insights to help you navigate opportunities and challenges in 2025.

Eiger
Dec 10, 20247 min read


Retirement's Hidden Challenge: Are You Ready for Healthcare Costs?
Healthcare in retirement can be costly and complex. Learn how to plan, bridge gaps, and protect your finances for a secure future.

Eiger
Nov 29, 20249 min read


Year-End Giving: How to Maximize Your Charitable Impact and Make Every Dollar Count
Discover strategies to make a bigger impact with your charitable donations and personal fulfillment this season.

Eiger
Oct 31, 20245 min read


The 2025 IRS Tax Brackets Are Out: Here’s What’s New
2025 tax updates are here! Discover key changes to deductions, gift limits, and credits. Also find out what remains the same.

Eiger
Oct 30, 20241 min read


Protect Your Identity: Essential Tips for Financial Security
Protect your personal data and fight identity theft with these vital strategies. Stay secure and safeguard your financial future!

Eiger
Oct 3, 20245 min read


US Household Wealth Hits Record High
Despite growing liabilities, US household wealth hits record high. What does it mean for you and the Economy?

Eiger
Sep 25, 20244 min read


Implications of Federal Reserve Cut
How will the Fed's recent rate cut affect your finances? Is it time to panic? What does history tell us?

Eiger
Sep 23, 20244 min read


Fed Rate Cuts: What’s Coming Next Week?
As the Fed gears up for its September meeting, all eyes are on the anticipated rate cut—the first in over four years. What could this mean?

Eiger
Sep 10, 20242 min read


How Elections Affect the Markets and Tax Policy
Is your investment portfolio ready for the upcoming elections and potential tax policy changes?

Eiger
Sep 10, 20244 min read


Avoiding the Retirement Trap
Retirement planning matters. With rising costs and lack of preparation, the country is facing a retirement crisis. What can you do?

Eiger
Aug 28, 20244 min read


Managing Market Mayhem
Global stock markets took a hit. Discover our views on recent events and how you can cushion your portfolio during times like these.

Eiger
Aug 5, 20243 min read


Election Year Impact on Markets
Should you invest in equities during an election year? View our list of key points you should consider.

Eiger
Jun 25, 20243 min read


Eiger Listed on USA Today Best Financial Advisory Firms 2024
USA Today listed Eiger Wealth Management on its annual ranking of Best Financial Advisory Firms for 2024

Eiger
Apr 24, 20241 min read


Federal and State Tax Deadline Extended for San Diego County
an Diego County residents and businesses have until June 17 to file and pay their taxes for their 2023 tax returns.

Eiger
Feb 28, 20241 min read


How Does Potential End of Rate Hikes Affect the Market?
The Fed most likely reached the end of interest rate hikes for this cycle. What does such a pause mean for the stock market?

Eiger
Dec 14, 20233 min read


The U.S. Government Credit Downgrade and Its Impact
The impact of downgrading the U.S. government from AAA to AA+ on August 1 should be minimal. Here is why.

Eiger
Aug 7, 20233 min read


Will the U.S. Dollar Lose Its World Reserve Status?
The influence of the U.S. dollar has been decreasing. Learn why losing its world reserve status is an unlikely scenario for the U.S.

Eiger
May 16, 20232 min read


Headwinds for the Economy Create Opportunities in Fixed Income
What does the current banking crisis mean for fixed income investments? Despite the Fed's effort, inflation is stickier than hoped.

Eiger
May 9, 20235 min read


Are Fears of a Recession and Continued Inflation Warranted?
Should you adjust your portfolio because of inflation and recession expectations? Learn what experts predict.

Eiger
Apr 27, 20232 min read


Gold & Digital Assets 101 – What You Should Know
Here's a quick guide to investing in gold and digital assets. Learn the basics and explore some key considerations for investors.

Eiger
Apr 24, 20235 min read


What Happened to Managed Futures?
What are managed futures? Should I add them to my portfolio? Let's have a look.

Eiger
Apr 20, 20233 min read


The Pros and Cons of Liquid Alts
What are liquid alts? Learn about the pros and cons of liquid alternatives.

Eiger
Apr 17, 20233 min read


The Pros and Cons of Private Investments
Private investments can reduce volatility and increase upside potential in a portfolio. Let's explore some of the benefits and risks.

Eiger
Apr 13, 20234 min read


Has the Opportunity for Investing in Multi-Family Real Estate Run Its Course?
Considering the increased prices and housing crisis, does it still make sense to invest in multi-family real estate? Here are pros and cons.

Eiger
Apr 10, 20235 min read


The Future of Wireless Infrastructure Investing
Wireless infrastructure is becoming more and more indispensable for businesses and private individuals. But is it also a viable investment?

Eiger
Apr 6, 20233 min read
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