June 2019 Newsletter: Opportunity Zones and Qualified Opportunity Funds (QOFs) & 47th Annual FPA NorCal Conference
In this issue… Opportunity Zones and Qualified Opportunity Funds (QOFs) What we learned at the 47th Annual Financial Planning Association NorCal Conference Opportunity Zones and Qualified Opportunity FundsWe have been spending an increasing amount of time doing research and due-diligence on Qualified Opportunity Funds. Congress created the Opportunity Zone program through Tax Cuts and Jobs Act in […]
1st Quarter 2019 Market & Investment Commentary
We are happy to welcome three new clients to the Elevation Wealth Partners family this quarter. Thank you to those who continue to share what we do with friends and family. It has been an exciting year for clients of Elevation Wealth Partners. Several had businesses or companies that were acquired, retired, are preparing to […]
First Quarter 2019 – Quarterly Market Review
This insightful review features world capital market performance and a timeline of events for the past quarter. To access this report, click HERE.
Elevation Wealth Partners Welcome Guide
What to Expect as a Client of Elevation Wealth Partners Welcome to Elevation Wealth Partners! Here is an outline explaining what you can expect as a valued client of Elevation Wealth Partners. Please contact us at any time if you have questions, concerns, or thoughts. We look forward to earning your trust each and every […]
March 2019 Newsletter: IRA Contributions & 529 Plan Updates
There’s still time for Business Owners to make a retirement plan contribution for 2018 via a SEP-IRA. Update on 529 Qualified Tuition / College Saving Plans There’s still time for Business Owners to set-up and fund a SEP-IRA for 2018 There is still time for Business Owners to make a retirement plan contribution for 2018 […]
4th Quarter 2018 Market & Investment Commentary
Happy New Year to you and your loved ones! We are thrilled to welcome four new clients to the firm this quarter. It’s an honor to serve all of you and we are grateful for the trust you have placed in us to help guide you in your financial journey. Thank you to everyone who […]
December 2018: Recent Market Volatility
After years of relative calm in the markets, increased volatility the last three months in the stock market has resulted in renewed anxiety for many investors. While the pace at which the economy is growing seems to have slowed, we believe the likelihood of a recession in the next year is low. Political and government […]
Seasons Greetings from your Expert Team at Elevation Wealth Partners
From left to right; John Davis, CFP.. Kelly Gillette.. Barry Mendelson, CFP.. Ryan Kosakura, CFA, CFP.. Thomas Howard, CFP In recognition of your confidence and support, we have made donations to North Valley Community Foundation (in support of Camp Fire victims) www.nvcf.org The Red Cross (in support of California Wildfires) www.redcross.org American Foundation for Suicide […]
Why Should You Diversify?
As 2019 approaches, and with US stocks outperforming non-US stocks in recent years, some investors have again turned their attention towards the role that global diversification plays in their portfolios. For the five-year period ending October 31, 2018, the S&P 500 Index had an annualized return of 11.34% while the MSCI World ex USA Index […]
Recent Market Volatility – Insightful Context
What should you make of recent ups and downs in the stock market? Here’s helpful context on volatility and expected returns. Click Here
