2024 Year-End Financial Checklist & Important Deadlines and Dates
As the holiday season draws near, we extend our gratitude to our valued clients, friends, and partners for their support. While the financial markets are beyond your control, the year-end checklist provided below offers 20 actionable steps that are well within your grasp. These actions, spanning from the pragmatic to the aspirational, have the potential […]
The Markets Don’t Care Who’s in Office
Many of us care deeply about which political party wins the presidential election but the stock market doesn’t. It mainly cares about corporate profits and over the past century, it hasn’t mattered who’s the president – profits grow. Presidents don’t have as much power as they would lead you to think they do because they […]
Homeowners Insurance Premiums May Be Topping Out
If you own a home, you may be unpleasantly surprised to see your insurance bill growing like a beanstalk. Homeowners nationwide saw a 20% increase from 2021 to 2023, and another 6% is predicted for 2024. Here in California, my bill rose 19% this year alone! What’s going on? The most expensive homes to insure […]
Ten signs you might be ready to retire.
Deciding when you’re ready to retire is a big decision, and it’s not just about reaching a certain age or financial milestone. Here are ten signs you might be ready. Ultimately, retirement readiness is a personal decision that involves a combination of financial preparedness, emotional readiness, and lifestyle considerations. It’s important to take the time […]
Empowering Seniors: Navigating Care Resources
Kevin Goulding shared his article, “How to Become an Educated Consumer of Elder Care,” a few years ago, providing valuable guidance for navigating the complexities of elder care. Recently, Kevin’s volunteer work as an Ombudsman with Senior Advocacy Services was spotlighted (near the bottom) in the Spring 2024 Office of the State Long-Term Care Ombudsman […]
Quarterly Investment & Economic Review
Stocks across markets, styles, and market capitalizations Mutual funds and ETFs are less likely to lose money than individual stocks Good investments lead to good investor behavior, which in-turn often leads to better investment results. What we mean by that is, when you make an investment that you truly believe in and plan to hold […]
What your Elevation Wealth Partners team is enjoying
The Joy of Walking Food Tours: A Culinary Adventure – Ryan Kosakura, CFA, CFP Exploring new destinations through walking food tours is one of our favorite pastimes, whether we’re in unfamiliar cities or hidden gems closer to home. These tours immerse us in the local culture, history, and community through culinary experiences. We’ve taken walking […]
Quarterly Investment & Economic Review
Stocks across markets, styles, and market capitalizations Important dates and deadlines Keeping things in perspective In these times of economic and financial uncertainty, Elevation Wealth Partners remains dedicated to providing guidance and support to help you navigate your financial journey. We’re here to cultivate financial tranquility and empower you to make informed decisions. Please feel […]
Steve Block, CFA, Joins Elevation Wealth Partners as Wealth Advisor & Partner
Elevation Wealth Partners is proud to announce the addition of Steve Block, CFA, as a Wealth Advisor and Partner. With four decades of experience in financial services, Mr. Block brings a wealth of knowledge and a strong track record of helping clients achieve their financial goals through investment analysis and financial planning. “Barry and I […]
Rob Anderson, CPA, CFP, CVA joins Elevation Wealth Partners
We’re happy to welcome three new clients into the Elevation Wealth PartnersElevation Wealth Partners family this quarter. It’s an honor to serve you and we look forward to many years of working together. Thank you for sharing with friends and family how we’ve helped you make the most of your assets, earnings, and time so […]
