Silicon Valley Bank and Signature Bank Failures – A Crisis in Confidence, Not Cracks in the System
On Friday, March 10, regulators took control of Silicon Valley Bank as a “run on the bank” unfolded. Two days later, regulators took control of a second lender, Signature Bank. Just 15 years earlier investment banks Bear Stearns, Lehman Brothers, and Merrill Lynch collapsed under the weight of bad mortgage bets that marked the beginning of […]
Market Review Slides – 1st 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.
3 Things For New Elevation Wealth Partners Clients To Complete
Watch our video: 3 Things For New Elevation Wealth Partners Clients To Complete
Q4 2022 U.S. Economic and Financial Markets Review
GDP grew by 3.2% in the 3rd quarter, reversing the negative trend of the prior two quarters. The unemployment rate held steady at 3.7% through November. This coincides with a tight labor market; there were approximately 10.5 million job openings for six million unemployed workers at the end of November. Domestic inflation showed a reading […]
SECURE Act 2.0 Introduces Lots of New Ways to Make Your Retirement More Secure
On December 29, 2022, the Setting Every Community Up for Retirement Enhancement (SECURE) 2.0 Act was signed into law as part of the Consolidated Appropriations Act of 2023. The new law builds on the original SECURE Act enacted three years prior that famously moved the Required Minimum Distribution (RMD) age out to age 72, among […]
Recessions Happen
We’re happy to welcome two new clients into the Elevation Wealth Partners family again this quarter. It’s an honor to serve you and we look forward to many years of working together. Today we work with clients in 19 states and three foreign countries. Thank you to everyone who continues to share with friends and […]
2023 Tax Guide
To view the 2023 Tax Guide, click here The information provided here is for general informational purposes only and should not be considered investment advice. Elevation Wealth Partners does not provide tax advice. Clients should consult a professional tax advisor for their tax advice needs.
Market Review Slides – 2022
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.
Tips for Preventing Fraud
Fraud and cybercrime are serious threats, so constant vigilance is key. Our firm plays an important role in helping safeguard your assets, but you can also take action yourself to protect and help secure your information. This checklist summarizes common cyber fraud tactics, as well as security tips and best practices. Some suggestions may be […]
Elevation Wealth Partners – End-of-Year 2022 Action Checklist
With the holidays approaching, we thank our clients, friends and partners for their support. While the financial markets and economy are out your control, in the following year-end checklist, we offer 14 actions for things you can control, ranging from the practical to the sublime, to potential increase your wealth and well-being. 1. Review your health care […]
