Weathering the Dip: How Diversification Delivered in Q1
U.S. stocks as measured by the S&P 500 Index experienced a sharp decline in March, posting their worst quarterly performance since 2022 with a drop of 4.3%. In contrast, international equities performed well in the first quarter with developed markets gaining 6.2% – including strong returns from Spain (+17%) and Germany (+16%) – while emerging […]
Market Review Slides – 1st Quarter 2025
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.
This time is different and yet we will still get through it
While the current administration’s trade and fiscal policies are commendable – to narrow the trade and budget deficits and eventually strengthen the U.S. economy, their approach has been unprecedented and unconventional – roiling the financial markets. In almost every scenario we can imagine, we see heightened volatility and risks in the short-term (next three and […]
Trailblazing Financial Guru Devin Hanson, CFP®, Joins Elevation Wealth Partners
[Santa Rosa, CA] – [March 3, 2025] – Elevation Wealth Partners is proud to welcome Devin Hanson, CFP® as a Wealth Advisor and Financial Planner. As the firm’s first female advisor, Devin brings a fresh perspective, dynamic energy, and extensive expertise to the team. Born and raised in Napa, California, Devin has a deep-rooted commitment […]
Janine Johnson, CPA, and Betsy Stewart Join Elevation Wealth Partners to Lead Tax Preparation, Planning, & Advisory Services
Janine Johnson, CPA, and Betsy Stewart Join Elevation Wealth Partners to Lead Tax Preparation, Planning, & Advisory Services [Santa Rosa, CA] – [February 20, 2025] – Elevation Wealth Partners is pleased to announce that Janine Johnson, CPA, and Betsy Stewart, CPA (retired) have joined the firm to lead its tax preparation, planning, and advisory services. […]
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 […]
