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Author: Barry Mendelson, CFP®

Elevation Wealth Partners Is Hiring a Client Service Associate

Client Service Associate – Elevation Wealth Partners (hybrid with in-office work 2-3 days a week in Walnut Creek or Santa Rosa, California).   Job Description We are seeking a highly motivated Client Service Associate (CSA) to join our Elevation Wealth Partners team. The CSA plays a critical role in delivering a high-touch, personalized experience to our clients. […]

Elevation Wealth Partners Hosts Drive to Thrive Donation Drive

Elevation Wealth Partners is proud to host a “Drive to Thrive” donation drive benefiting Youth Homes from November 16th through November 30th. We invite our clients, colleagues, and community members to donate gently used clothing and housewares that will find new life at the Youth Homes Thrift Shop in Pleasant Hill. Collection bins are available […]

Understanding the Fed’s Rate Cuts: What It Means for You

On September 17, the Federal Reserve cut interest rates by 0.25%—its first move in 2025 after a full percentage point of cuts in 2024. Fed Chair Jerome Powell described the situation as “challenging,” with inflation rebounding over the summer due to tariffs, while the labor market remains solid but shows early signs of strain. Two […]

Market Review Slides – 2nd 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.

Barry Mendelson Elected President of the Board of Directors at Youth Homes Inc.

[Concord, CA] – [March 19, 2025] – Youth Homes Inc., a leading nonprofit dedicated to supporting Bay Area foster youth and young adults, is pleased to announce the election of Barry Mendelson as President of the Board of Directors. With an extensive background in financial services and a deep commitment to community advocacy, Mendelson brings […]

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 […]