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. […]
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…
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 https://elevationwp.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 […]
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 […]