3rd Quarter 2018 Market & Investment Commentary
We are happy to welcome three new clients to the Elevation Wealth Partners family this quarter. It’s an honor to serve you and we look forward to many years of working together. Thank you to everyone who continues to recommend our services to friends and family.In the twelve months since the devastating North Bay fires, […]
September 2018 Newsletter: 529 Plans and Estate Planning
In this issue… Using 529 Plans to Save for College and for Estate Planning What we are reading and listening to Elevation Wealth Partners is hiring! Using 529 Plans to Save for College and for Estate PlanningAs the cost of a college education continues to climb out of reach for many parents, grandparents are stepping […]
John Davis and his band perform the National Anthem at the Giant's Game
Our very own John Davis and his band, Ancora!/The DonGiovannis were selected to perform the Star Spangled Banner at Italian Heritage Night at AT&T Park on Friday, August 24th where the Giant’s took on the Texas Rangers. They did an outstanding job and we are proud to share the video so you can see for […]
Quarterly Perspectives – Q2 2018
This 8-minute video includes both highlights of market performance and the headlines from the past quarter, including trade negotiations and tariffs. Courtesy of Loring Ward.
2nd Quarter 2018 Market & Investment Commentary
We are happy to welcome new clients to the Elevation Wealth Partners family this quarter. It’s an honor to serve you and we look forward to many years of working together. Thank you to everyone who continues to recommend our services to friends and family.Our take on the 2nd Quarter and the Markets So Far […]
Elevation Wealth Partners Participates in Hope Walk
Ryan Kosakura, his wife Cheryl, their dog Teddy, Barry Mendelson, his oldest daughter Sydney (to Barry’s right) and members of Sydney’s soccer team participated in this years Hope Walk at Heather Farm Park in Walnut Creek (benefiting the Cancer Support Community of the San Francisco Bay Area). Nearly a 1000 walkers raised more than $150,000 […]
Quarterly Perspectives – Q1 2018
This video looks back at the 1st Quarter and offers perspective on the latest market and economic headlines. Courtesy of our friends at Loring Ward.
Bike to Work Day – May 10, 2018
Thursday, May 10, 2018 is Bay Area Bike to Work Day. So what do you say…grab your helmet and ditch the car for the day! Snap a photo of your journey to work on your bike and we will send you a free Specialized® water bottle!
1st Quarter 2018 Market & Investment Commentary
We are happy to welcome four new clients this quarter. It’s an honor to serve you and we look forward to many years of working together. Thank you to everyone who continues to recommend our services to friends and family.1st Quarter CommentaryThe first quarter was a wild ride for investors. January was fabulous with U.S. […]
What is a Trusted Contact and should you name one?
With the aging of the U.S. population, financial exploitation of seniors is a serious and growing concern. To help combat this, on February 5th the Financial Industry Regulatory Authority (FINRA) adopted new rules that requires member firms (such as Charles Schwab & Co.) to make reasonable effort to obtain the name of and contact information […]
