ZRC Wealth Management Announces Rebrand to Elevation Wealth Partners
Firm Celebrates 25th Anniversary and Continues to Grow October 18, 2024 – [Walnut Creek, CA] – ZRC Wealth Management, a trusted provider of expert financial advice to affluent families, high-net-worth investors, and closely held businesses, is excited to announce its rebrand as Elevation Wealth Partners. The change comes as part of the firm’s evolution, reflecting […]
Market Review Slides – 3rd 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. To read more, click here.
Market Trends to Milestones: Elevation Wealth Partners Quarterly Update
We’re delighted to welcome the five new clients that joined Elevation Wealth Partners this quarter. It’s an honor to serve you and we look forward to many years of working together. Thank you for sharing with friends and family how we’ve helped you make the most of your assets, earnings, and time so you can […]
Navigating Obamacare: A Guide to Affordable Healthcare Coverage
Healthcare is expensive if you’re not covered by an employer or if you’ve not yet reached Medicare age. If you’re thinking of retiring early or perhaps just interested in taking some time off between jobs, you’ll be glad to know that there are options available to you through a consumer marketplace and you may qualify […]
Market Review Slides – 2nd 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. To read more, click here.
Homeowners Insurance Premiums May Be Topping Out
If you own a home, you may be unpleasantly surprised to see your insurance bill growing like a beanstalk. Homeowners nationwide saw a 20% increase from 2021 to 2023, and another 6% is predicted for 2024. Here in California, my bill rose 19% this year alone! What’s going on? The most expensive homes to insure […]
Ten signs you might be ready to retire.
Deciding when you’re ready to retire is a big decision, and it’s not just about reaching a certain age or financial milestone. Here are ten signs you might be ready. Ultimately, retirement readiness is a personal decision that involves a combination of financial preparedness, emotional readiness, and lifestyle considerations. It’s important to take the time […]
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 […]