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 […]
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 […]