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.
Homeowners Insurance Premiums May Be Topping Out
If you own a home, you may be unpleasantly surprised to see your insurance bill growing like a beanstalk. Homeowners nationwide saw a 20% increase from 2021 to 2023, and another 6% is predicted for 2024. Here in California, my bill rose 19% this year alone! What’s going on? The most expensive homes to insure […]
Ten signs you might be ready to retire.
Deciding when you’re ready to retire is a big decision, and it’s not just about reaching a certain age or financial milestone. Here are ten signs you might be ready. Ultimately, retirement readiness is a personal decision that involves a combination of financial preparedness, emotional readiness, and lifestyle considerations. It’s important to take the time […]
