Tax Deduction Drama: The Catch-Up Contributions Countdown!
Fellow high-earning Americans, listen up! There’s some tax deduction drama heading this way next year. Currently, all of you fabulous 50-and-better workers can make catch-up contributions to your 401(k) accounts, up to a cool $7,500. But guess what? Starting January 1, 2024, that party could be shut down. Those catch-up contributions might only be allowed […]
U.S. Financial & Economic Review
Although year-over-year core inflation has declined from the peak in September 2022, inflation has proven resilient. The strong services sector and tight labor markets means inflation is likely to remain higher for longer than the Fed would like. The strength of the services sector has contributed to the strength of the labor market. The May […]
Important deadlines and dates
July 25-26……….. Federal Reserve Open Market Committee meeting Sept 4 …………….. Labor Day – The financial markets are closed and so are Elevation Wealth Partners offices. Sept 10……………. Grandparent’s Day Sept 15……………. 3rd Quarter Estimated Tax Payment due Sept 15……………. Partnership & S-Corp 2022 tax returns due if an extension was requested. Sept 19-20………. Federal […]
Market Review Slides – 2nd 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.
Suggested Reading – Your Money or Your Life
Your Money or Your Life by Vicki Robin and Joe Dominguez provides an approach to personal finance that could transform your relationship with money. Some of the key concepts covered in the book include: Your Money or Your Life offers a holistic approach to personal finance, encouraging you to examine your relationship with money, reassess […]
What the Elevation Wealth Partners Team Has Been Up To
NorCal Financial Planning Association FPA Conference The annual NorCal FPA conference in San Francisco consistently sells out and this year’s conference in May was no exception. The conference’s “Power of Community” theme emphasized the importance of collaboration and support within our industry. Ryan and Barry were happy they attended. During the conference, Ryan was able […]
Community leader Barry Mendelson Joins Board of Directors at Youth Homes, Inc
[Concord, California, May 2023] — Youth Homes, Inc., a leading non-profit organization dedicated to providing safe and nurturing environments for at-risk youth, is pleased to announce the appointment of Barry Mendelson to its esteemed Board of Directors. Mendelson’s passion for helping those in need and his extensive philanthropic experience make him an invaluable addition to […]
Annual ADV Disclosure Brochure, Form CRS, and Privacy Policy
At the bottom of every page of our website www.zrcwm.com you will find links to our updated Form ADV, Form CRS, and Privacy Policy. The Form ADV (also known as a “Disclosure Brochure”) is an important regulatory document we file with the United States Securities and Exchange Commission (SEC). As a Registered Investment Advisor, Elevation […]
U.S. Economic and Financial Markets Review
During the first quarter, global stock and bond markets continued their upward trends from the previous quarter. The S&P 500 index, a popular headline stock market index in the U.S., started off the year with strong performance and was able to stay in positive territory to end the quarter after shrugging off some late-period volatility […]
18 Ways to Honor Earth Day Every Day
At Elevation Wealth Partners, we’ll talk a lot about sustainability. That means helping our clients create sustainable wealth… in other words wealth that not only benefits them during their lifetimes, but also benefits people or causes when they are no longer around. Sustainability also means doing what we can to ensure the health of the […]
