2021 Charitable Giving Toolkit
Our 2021 Charitable Giving Toolkit will give you 5 very different ways to achieve your charitable giving goals.
How To Become An Educated Consumer Of Elder Care
Kevin Goulding, CFP – 09/17/2021 1. California Advocates for Nursing Home Reform CANHR.org is a great but place to start. They have lots of information and great documents, fact sheets and checklists about various questions, regulations, resident rights, etc. 2. Your County Ombudsman office can answer your questions. They know the lay of the land, and […]
Elevation Wealth Partners Expands Wealth Advisor Team with Kevin Goulding CFP®
Press Release Elevation Wealth Partners, LLC Expands Wealth Advisor Team with Veteran Financial Executive, Kevin Goulding CFP® Santa Rosa and Walnut Creek, Calif. – June 1, 2021 – Elevation Wealth Partners, LLC, a leading independent wealth management firm with offices in Sonoma and Contra Costa Counties, has announced that Kevin Goulding CFP® has joined the […]
Ins and Outs of Emerging Markets Investing: Market Behavior and Evolution
Emerging markets are an important part of a well-diversified global equity portfolio. However, recent history reminds us that they can be volatile and can perform differently than developed markets. In this article, we provide a longer historical perspective on the performance of emerging markets and the countries that constitute them. We also describe the emerging […]
Preparing for a Loved One’s Passing
When a loved one passes, they leave behind more than just memories. Their funeral must be planned, their bank and investment accounts transferred and closed, their pets rehomed, and their final bills paid. The job of handling those personal and legal details may add to the stress and grief you are already feeling. Cheryl Nobusada […]
Meeting Checklist
Please take a minute to review the topics and questions below. Check off any concerns you have right now. Chances are we have information that will help us address many of the issues that may worry you. Has your address, phone number, or email address changed? What is your household income? RETIREMENT □ Will my […]
Sustainability Funds Brochure
Many people want to align their environmental views with their portfolio objectives. But can you support your values while maintaining sound investment principles and pursuing higher expected returns? Dimensional’s sustainability strategies offer a patented approach to applying environmental and other sustainability criteria within a robust investment framework. Drawing upon our close work with leading scientists […]
The 10 Keys to a Successful Investment Experience
1 Embrace Market Pricing The market is an effective information-processing machine. Each day, the world equity markets process billions of dollars in trades between buyers and sellers—and the real-time information they bring helps set prices. 2 Don’t Try to Outguess the Market The market’s pricing power works against mutual fund managers who try to outperform […]
Thoughts from Barry Mendelson
How the Mendelson Family is managing their finances and investments in these unprecedented times…After sheltering in place for nearly three months, life here in Northern California is starting to resemble a new normal. Businesses are beginning to reopen (good) and traffic congestion remains light (also good). As you’ve probably seen and read, bicycle sales have […]
Elevation Wealth Partners is Hiring!
Elevation Wealth Partners is currently seeking to add another exceptional professional to our team. The Wealth Advisor is a full-time position based in our Santa Rosa office. We are seeking to add a new Wealth Advisor to our team, someone who is interested in building a long‐term career. This person will be the lead advisor […]