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 […]
ZRC Wealth Management Announces Rebrand to Elevation Wealth Partners
Firm Celebrates 25th Anniversary and Continues to Grow October 18, 2024 – [Walnut Creek, CA] – ZRC Wealth Management, a trusted provider of expert financial advice to affluent families, high-net-worth investors, and closely held businesses, is excited to announce its rebrand as Elevation Wealth Partners. The change comes as part of the firm’s evolution, reflecting […]
Market Review Slides – 3rd 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.
Market Trends to Milestones: Elevation Wealth Partners Quarterly Update
We’re delighted to welcome the five new clients that joined Elevation Wealth Partners this quarter. It’s an honor to serve you and we look forward to many years of working together. Thank you for sharing with friends and family how we’ve helped you make the most of your assets, earnings, and time so you can […]
Navigating Obamacare: A Guide to Affordable Healthcare Coverage
Healthcare is expensive if you’re not covered by an employer or if you’ve not yet reached Medicare age. If you’re thinking of retiring early or perhaps just interested in taking some time off between jobs, you’ll be glad to know that there are options available to you through a consumer marketplace and you may qualify […]
Market Review Slides – 2nd 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.
