Empowering Seniors: Navigating Care Resources
Kevin Goulding shared his article, “How to Become an Educated Consumer of Elder Care,” a few years ago, providing valuable guidance for navigating the complexities of elder care. Recently, Kevin’s volunteer work as an Ombudsman with Senior Advocacy Services was spotlighted (near the bottom) in the Spring 2024 Office of the State Long-Term Care Ombudsman […]
Quarterly Investment & Economic Review
Stocks across markets, styles, and market capitalizations Mutual funds and ETFs are less likely to lose money than individual stocks Good investments lead to good investor behavior, which in-turn often leads to better investment results. What we mean by that is, when you make an investment that you truly believe in and plan to hold […]
What your Elevation Wealth Partners team is enjoying
The Joy of Walking Food Tours: A Culinary Adventure – Ryan Kosakura, CFA, CFP Exploring new destinations through walking food tours is one of our favorite pastimes, whether we’re in unfamiliar cities or hidden gems closer to home. These tours immerse us in the local culture, history, and community through culinary experiences. We’ve taken walking […]
Market Review Slides – 1st Quarter 2024
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.
Age Milestones: Unlocking Financial Opportunities on the Road to Retirement
As you navigate the journey towards retirement, each passing year unveils an array of significant financial opportunities, extending far beyond the mere accumulation of birthday candles. The transition through various age milestones brings new advantages and considerations, shaping the trajectory of retirement planning. 50 years old 55 years old 59 ½ years old 60 years […]
5 Financial Planning Tips for Welcoming a Baby
The birth or adoption of a child is an exciting time. But while you’re picking out the perfect name, assembling the crib or buying onesies, it’s equally important to start preparing financially for your new bundle of joy. In this article we outline five key considerations that can help keep your overall financial plan on […]
Quarterly Investment & Economic Review
Stocks across markets, styles, and market capitalizations Important dates and deadlines Keeping things in perspective In these times of economic and financial uncertainty, Elevation Wealth Partners remains dedicated to providing guidance and support to help you navigate your financial journey. We’re here to cultivate financial tranquility and empower you to make informed decisions. Please feel […]
Results of 2023 Client Survey – Supporting Maui Fire Relief
We are delighted to share that our 2023 Client Feedback Survey was met with an incredible response. Your willingness to provide us with your thoughts and insights is truly invaluable as we continuously strive to enhance our services. We received a record number of responses with 62 completed surveys. Thank you to those who participated. To show our […]
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 terms and shows a consistent upward march for […]
Market Review Slides – 4th Quarter 2023
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.
