A Mid-Year Checkup: Three things to consider and discuss with your wealth advisor
If you are saver, are you on track to reach your financial goals? Tally your various contributions across all accounts so far in 2020: A decent baseline savings rate is 15%, but higher-income folks will want to aim for 20% or even greater. You will also need to aim higher if you are saving for […]
The 10 Keys to a Successful Investment Experience
1 Embrace Market Pricing The market is an effective information-processing machine. Each day, the world equity markets process billions of dollars in trades between buyers and sellers—and the real-time information they bring helps set prices. 2 Don’t Try to Outguess the Market The market’s pricing power works against mutual fund managers who try to outperform […]
Thoughts from Barry Mendelson
How the Mendelson Family is managing their finances and investments in these unprecedented times…After sheltering in place for nearly three months, life here in Northern California is starting to resemble a new normal. Businesses are beginning to reopen (good) and traffic congestion remains light (also good). As you’ve probably seen and read, bicycle sales have […]
Elevation Wealth Partners is Hiring!
Elevation Wealth Partners is currently seeking to add another exceptional professional to our team. The Wealth Advisor is a full-time position based in our Santa Rosa office.We are seeking to add a new Wealth Advisor to our team, someone who is interested in building a long‐term career. This person will be the lead advisor on […]
Tuning out the noise
April 2020: 1st Quarter Market Review and Financial Update
You’ve got this! It’s difficult to wrap our heads around what the world is experiencing right now and we all understand that the situation is fluid and ever-changing. However, with each passing day, we inch closer to a resolution . . . where new cases begin to decline and closer to a treatment or vaccine. […]
April 2020 Video Update: Perspective, Patience, and a Plan
Barry Mendelson, CFP – Wealth Advisor & Managing Partner takes you through our quarterly update.
Simply checking in
We hope this email finds you and your loved ones safe and healthy. We are still in the process of reaching-out to each and every one of you. While we have no concerns whatsoever about your Elevation Wealth Partners managed accounts, recent events are stressful for all of us and we are here to be […]
Using Schwab's Automatic Investment Tool in 401K & Retirement Accounts
In this ten minute video, Barry Mendelson, CFP shows 401K participants and investors how save time and get their retirement plan contributions automatically invested every paycheck using Charles Schwab & Co’s little know Automatic Investment Tool.
