Community leader Barry Mendelson Joins Board of Directors at Youth Homes, Inc
[Concord, California, May 2023] — Youth Homes, Inc., a leading non-profit organization dedicated to providing safe and nurturing environments for at-risk youth, is pleased to announce the appointment of Barry Mendelson to its esteemed Board of Directors. Mendelson’s passion for helping those in need and his extensive philanthropic experience make him an invaluable addition to […]
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 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 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 […]