Quarterly Perspectives: How to Survive a Close Encounter with a Bear
With summer and camping trips in full swing and U.S. stocks hovering around bear market territory (i.e., down more than 20%) we thought it was timely to share some tips on how to plan for and survive an encounter with a bear (whether it be the furry or financial kind). Plan for your adventure Seasoned […]
Market Review Slides – 2nd Quarter 2022
This report features world capital market performance and a timeline of events for the past quarter.
How Do I Choose the Right Advisor?
Important questions to ask before you hire an investment advisor. To choose an advisor you feel comfortable with – both personally and professionally – it’s smart to take your time, talk face-to-face, and ask the right questions. Are you looking for your first investment advisor? Or do you feel that your current advisor no longer […]
Pursuing a Better Investment Experience
Learn the key principles to improve your odds of success. Download the attached PDF to learn more about the key principles including…
Keep Calm and Invest On.
To say the first half of 2022 has been unpredictable is an understatement. The ongoing issues associated with a multi-year pandemic, coupled with domestic and international challenges, has taken an emotional toll on many people. In addition, the economic headwinds of inflation and heightened market volatility have contributed to an amplified sense of instability. We […]
Surprisingly Benign: How Stocks Respond to Hikes in Fed Funds Rate
On May 4, the US Federal Reserve increased the target federal funds rate1 by 50 basis points as part of what the central bank said will be a series of rate increases to combat soaring inflation in the US. Some investors may worry that rising interest rates will decrease equity valuations and therefore lead to […]
Annual ADV Disclosure Brochure and Privacy Policy
Annual ADV Disclosure Brochure 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 […]
Looking for a Good Summer Read? Here are Some Ideas From Your Elevation Wealth Partners Team
Ryan Kosakura, CFA, CFP®: Range: Why Generalists Triumph in a Specialized World by David Epstein. College students trying to decide on a career path and friends looking to change careers or transition to retirement might enjoy this read. Ryan likes how, instead of following the old-school advice of “starting with the end goal and never […]
Quarterly Perspective: Financial Market Review and Index Returns
The Russian invasion of Ukraine, with its heartbreaking destruction and human suffering, has raised geopolitical uncertainties and stoked fears in global financial markets. The price of oil rose significantly and supply chain bottlenecks, coupled with a generally improving economy, kept inflation stubbornly high. Despite the aforementioned, we believe inflation will slow by early 2023 and […]
Market Review Slides – 1st Quarter 2022
Click below to read the 1st Quarter Market Review.
