Through the FIRE
By Ryan Kosakura, CFA, CFP® with Cheryl Nobusada What does Financial Independence mean to you – and how badly do you want it? People often talk about the FIRE Movement – Financial Independence Retire Early – and there are many resources out there covering its history, ways to get there and the cost/benefits. I’ve linked […]
Andrew Kirchner Promoted
Elevation Wealth Partners is delighted to announce the promotion of Andrew Kirchner to the dual roles of Client Service & Portfolio Manager and Chief Compliance Officer. As Client Service & Portfolio Manager, Andrew can personally relate with clients and professionally serve them. With his friendly demeanor, he explains what he’s doing, whether it be a […]
Petaluma Office
Elevation Wealth Partners is thrilled to announce the expansion of its service footprint in Sonoma County with the addition of an office in the historic McNear Building in beautiful downtown Petaluma. In addition to Petaluma, Elevation Wealth Partners maintains offices in Santa Rosa, Walnut Creek, and Tahoe City for clients and prospective clients that wish […]
Elevation Wealth Partners Quarterly Perspectives: Don’t Get Spooked by Your Investments.
We’re happy to welcome four 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. Thank you to everyone who continues to share with friends and family how we’ve helped you achieve financial independence and live your best […]
Important Milestones Achieved by Your Elevation Wealth Partners Team!
Barry Mendelson, CFP® – Wealth Advisor In September, Barry and Kristin’s oldest daughter Sydney began her freshman year at the University of Washington in Seattle. She is enrolled in the College of the Environment studying environmental and earth sciences. Go Dawgs! Be boundless. To connect with her on LinkedIn click here. Ryan Kosakura, CFA, CFP® […]
Elevation Wealth Partners Congratulates Douglas Diamond on Nobel Prize Honor
Elevation Wealth Partners is excited to congratulate Douglas W. Diamond on being awarded the 2022 Nobel Prize in Economic Sciences. Professor Diamond, who is lead Independent Director of the boards of Dimensional Fund Advisors US Mutual Funds and ETFs, received the award on October 10 for his research on banks and financial crises. Professor Diamond […]
Market Review Slides – 3rd Quarter 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 also illustrates the impact of globally diversified portfolios and features a quarterly topic.
Market Returns Through a Century of Recessions
What does a century of economic cycles teach investors about investing? Our interactive exhibit examines how stocks have behaved during US economic downturns. Market Returns through a Century of Recessions (Dimensional)
Here’s What Your Elevation Wealth Partners Team is Up to This Summer!
Ryan Kosakura, CFA, CFP® – Wealth Advisor Standing there on the stage, I thanked everyone for showing up at Cancer Support Community’s annual Hope Walk, and then lost it when thoughts of my mom came flooding back. Here’s the backstory: my mom lost her fight with late-stage pancreatic cancer more than two years ago. Her […]
What to Do in a Close Encounter With a Bear
Should you find yourself encountering a real-life bear in the wilderness, your best course of action is to stay calm and stand your ground. Experts advise to not make any sudden movements that the bear might find threatening. While it could be unnerving for you personally, statistics prove that most bear encounters end without injury. […]
