Quarterly Review & Outlook: Insights on Taxes, Tariffs, & Market Trends
The stock market was once again led by a strong performance from large U.S. stocks while small U.S. stocks and international stocks saw single-digit gains. The valuations continue to widen between these asset classes. The 10-Year U.S. Treasury bond yield closed the year on an upswing to 4.6%. Two Fed-fund rate cuts are expected in […]
Social Security Fairness Act and Important Dates & Deadlines
Social Security Benefits Update The Social Security Fairness Act, which was recently passed in January 2025, eliminates the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO). This change is expected to benefit nearly 2.5 million people in the U.S., particularly those who receive pensions from non-Social Security-covered employment, such as certain government jobs. […]
Market Review Slides – 4th Quarter 2024
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report concludes with a quarterly topic. To read more, click here.
Andrew Kirchner earns his CFP certification
We are proud to announce that Andrew Kirchner has been awarded the Certified Financial Planner™ (CFP®) designation. After passing the CFP® exam last summer and fulfilling the necessary experience requirements, Andrew was officially granted the right to use the CFP® designation. As a CFP® professional, Andrew is now positioned to further enhance the comprehensive financial […]
Seasons Greetings
As we close out another year, we at Elevation Wealth Partners extend our deepest thanks to our valued clients, dedicated team, and supportive community. 2024 has been a year of remarkable progress, shared collaboration, and we are truly privileged to have been a part of your journey. As we reflect on this special time, we […]
2025 IRS Retirement Plan Contribution and Benefit Limits
The tax law places limits on the dollar amount of contributions to retirement plans and IRAs and the amount of benefits under a retirement plan. IRC Section 415 requires the limits to be adjusted annually for cost-of-living increases.
Transform Lives with Elevation: Wealth Advisor Position
Wealth Advisor & Financial Planner – Elevation Wealth Partners (hybrid with an office in Sonoma County such as Santa Rosa or Petaluma). Are you an experienced wealth advisor and financial planner that loves helping clients see what is possible with their money so they can live their best lives? Do you enjoy collaborating with like-minded […]
2024 Year-End Financial Checklist & Important Deadlines and Dates
As the holiday season draws near, we extend our gratitude to our valued clients, friends, and partners for their support. While the financial markets are beyond your control, the year-end checklist provided below offers 20 actionable steps that are well within your grasp. These actions, spanning from the pragmatic to the aspirational, have the potential […]
The Markets Don’t Care Who’s in Office
Many of us care deeply about which political party wins the presidential election but the stock market doesn’t. It mainly cares about corporate profits and over the past century, it hasn’t mattered who’s the president – profits grow. Presidents don’t have as much power as they would lead you to think they do because they […]
Quarterly Update & Investment Review
U.S. stocks advanced for the fifth straight month and rose to several record highs in September, leading to another quarterly gain. Non-U.S. stocks also posted upbeat monthly and quarterly returns. Meanwhile, U.S. bonds rallied in September and for the quarter. Stocks across markets, styles, and market capitalizations Fixed-Income Returns Amid expectations for the Fed to […]
