Our Take on Recent Events and How to Respond
Russian’s invasion of the Ukraine and the subsequent humanitarian crisis is troubling on so many levels. Our hearts go out to those affected. We, at Elevation Wealth Partners, donated to Care.org to provide aid and essential items. Please consider doing the same. While it is difficult to get away from the current news cycle and […]
Using the Net Worth Feature on the Elevation Wealth Partners Client Portal
Watch our video: Using the net worth feature on the ZRC Client Portal
Fourth Quarter Newsletter
We are happy to welcome five new clients into the Elevation Wealth Partners family this quarter. Thank you to everyone who continues to share with friends and family how we’ve helped you achieve financial independence and live your best lives. It’s an honor to serve you and we look forward to many years of working […]
Market Review Slides – 4th Quarter 2021
Year-End Financial Checklist
With the holidays and end of year upon us, we at Elevation Wealth Partners would like to thank our clients, friends and partners for their support over the years. In the spirit of the season, we offer these Year-End Financial Tips to increase your wealth and plan for a financially secure future. Maximize your 401K […]
Tax Benefits and Team Update
Will Congress pass tax and budget plans? Democratic Party leaders seek to pass a roughly $1 trillion infrastructure bill and a $3.5 trillion spending plan focused on health care, education, family support and climate change initiatives. To help pay for these ambitious programs, a series of tax hikes are on the table. According to the […]
Quarterly Perspective: Financial Market Review and Index Returns
It was a volatile third quarter with the U.S. broad market (as represented by the Russell 3000 Index) posting 19 new highs before falling back to where it had begun three months earlier. U.S. stocks climbed higher in July and August on optimism about the U.S. economic recovery. However, shares fell back from their highs […]
Market Review Slides – 3rd Quarter 2021
2021 Charitable Giving Toolkit
Our 2021 Charitable Giving Toolkit will give you 5 very different ways to achieve your charitable giving goals.
Medicare Open Enrollment Begins October 15. Read This to be Ready.
With its alphabet soup of plan names, it’s easy to just give up and pick a coverage plan with the hope that it provides the protection you need, when you need it. However, picking the right Medicare plan may be one of the most consequential choices you make in retirement. Good news, you have an […]
