Ins and Outs of Emerging Markets Investing: Market Behavior and Evolution
Emerging markets are an important part of a well-diversified global equity portfolio. However, recent history reminds us that they can be volatile and can perform differently than developed markets. In this article, we provide a longer historical perspective on the performance of emerging markets and the countries that constitute them. We also describe the emerging […]
2020 Investment Review & Newsletter
We are happy to welcome two new clients into the Elevation Wealth Partners family this quarter. Thank you to everyone who continues to share with friends and family, their experiences about how we’ve added clarity to your financial lives and increased your net worth over the years. It’s an honor to serve you and we […]
Preparing for a Loved One’s Passing
When a loved one passes, they leave behind more than just memories. Their funeral must be planned, their bank and investment accounts transferred and closed, their pets rehomed, and their final bills paid. The job of handling those personal and legal details may add to the stress and grief you are already feeling. Cheryl Nobusada […]
Meeting Checklist
Please take a minute to review the topics and questions below. Check off any concerns you have right now. Chances are we have information that will help us address many of the issues that may worry you. Has your address, phone number, or email address changed? What is your household income? RETIREMENT □ Will my […]
3rd Quarter 2020 Market Commentary and Outlook
3rd Quarter 2020 reports and other portfolio information are now available to view on the new Elevation Wealth Partners platform. If you haven’t already done so, please bookmark this page for future use. Once you access the portal, please click on your DOCUMENTS tab or to find your 3rd Quarter 2020 Report. You can also […]
Sustainability Funds Brochure
Many people want to align their environmental views with their portfolio objectives. But can you support your values while maintaining sound investment principles and pursuing higher expected returns? Dimensional’s sustainability strategies offer a patented approach to applying environmental and other sustainability criteria within a robust investment framework. Drawing upon our close work with leading scientists […]
