2020 Investment Review & Newsletter
We are happy to welcome two new clients into the Elevation Wealth Partners family this quarter. Thank you to everyone who continues to share with friends and family, their experiences about how we’ve added clarity to your financial lives and increased your net worth over the years. It’s an honor to serve you and we […]
Preparing for a Loved One’s Passing
When a loved one passes, they leave behind more than just memories. Their funeral must be planned, their bank and investment accounts transferred and closed, their pets rehomed, and their final bills paid. The job of handling those personal and legal details may add to the stress and grief you are already feeling. Cheryl Nobusada […]
Meeting Checklist
Please take a minute to review the topics and questions below. Check off any concerns you have right now. Chances are we have information that will help us address many of the issues that may worry you. Has your address, phone number, or email address changed? What is your household income? RETIREMENT □ Will my […]
3rd Quarter 2020 Market Commentary and Outlook
3rd Quarter 2020 reports and other portfolio information are now available to view on the new Elevation Wealth Partners platform. If you haven’t already done so, please bookmark this page for future use. Once you access the portal, please click on your DOCUMENTS tab or to find your 3rd Quarter 2020 Report. You can also […]
Sustainability Funds Brochure
Many people want to align their environmental views with their portfolio objectives. But can you support your values while maintaining sound investment principles and pursuing higher expected returns? Dimensional’s sustainability strategies offer a patented approach to applying environmental and other sustainability criteria within a robust investment framework. Drawing upon our close work with leading scientists […]
Q3 2020 Quarterly Market Review Slides
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 also illustrates the impact of globally diversified portfolios and features a quarterly topic. Please click […]
How Much Impact Does the President Have on Stocks?
How Much Impact Does the President Have on Stocks_The anticipation building up to elections often brings with it questions about how financial markets will respond. But the outcome of an election is only one of many inputs to the market. Our interactive exhibit examines market and economic data for nearly 100 years of US presidential […]
Tips for staying entertained and well-fed.
What we are watching. Pick of the Litter. The 2018 Netflix documentary by Dan Nachman and Don Hardy about a two-year odyssey following puppies training to be guide dogs for the blind is guaranteed to warm your heart. Given that Guide Dogs for the Blind is headquartered locally in San Rafael, California, you may recognized […]
What history tells us about elections and the market.
Investors often wonder whether the market will rise or fall based on who is elected president. The data show that capturing the long-term returns of the capital markets does not depend on which party controls the White House. In this 3 minute video, Dimensional’s Mark Gochnour and Jake DeKinder offer lessons from history. For what […]
July 2020: 2nd Quarter Commentary and Outlook
We’re happy to welcome two new clients into the Elevation Wealth Partners family this quarter. Thank you to everyone who continues to share with friends and family how we’ve helped add clarity to your financial life and grow your net worth over the years. It’s an honor to serve you and we look forward to […]
