2023 Year-End Financial Checklist & Important Deadlines and Dates
2023 Year-End Financial Checklist 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 […]
Market Review Slides – 3rd Quarter 2023
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report concludes with a quarterly topic. To read more, click here.
Selling Your Home for a Big Profit
As of July 2023, the National Association of Realtors reports a 1.9% increase in the median price of existing homes sold compared to the same period in 2022. If you’re contemplating selling your home, which could very well be your most significant asset, to capitalize on this upward trend in home values, there are several […]
Financing Education 101
“An investment in knowledge pays the best interest.” — Benjamin Franklin Many parents grapple with the challenge of how to pay for James or Julia’s education, and for good reason. Have you looked into the cost of college lately? On average, attending a public in-state college costs $27,940 a year according to MoneyGuide Pro! That’s […]
Exciting News! TD Ameritrade accounts are migrating to Charles Schwab soon!
We have some exciting news to share! As you may know, Charles Schwab acquired TD Ameritrade in 2019 and will soon begin the process of transitioning accounts into the Charles Schwab platform. During the migration process that starts on Friday, September 1, TD Ameritrade client accounts will be automatically and securely transferred to Charles Schwab. […]
Tax Deduction Drama: The Catch-Up Contributions Countdown!
Fellow high-earning Americans, listen up! There’s some tax deduction drama heading this way next year. Currently, all of you fabulous 50-and-better workers can make catch-up contributions to your 401(k) accounts, up to a cool $7,500. But guess what? Starting January 1, 2024, that party could be shut down. Those catch-up contributions might only be allowed […]
U.S. Financial & Economic Review
Although year-over-year core inflation has declined from the peak in September 2022, inflation has proven resilient. The strong services sector and tight labor markets means inflation is likely to remain higher for longer than the Fed would like. The strength of the services sector has contributed to the strength of the labor market. The May […]
Important deadlines and dates
July 25-26……….. Federal Reserve Open Market Committee meeting Sept 4 …………….. Labor Day – The financial markets are closed and so are Elevation Wealth Partners offices. Sept 10……………. Grandparent’s Day Sept 15……………. 3rd Quarter Estimated Tax Payment due Sept 15……………. Partnership & S-Corp 2022 tax returns due if an extension was requested. Sept 19-20………. Federal […]
Market Review Slides – 2nd Quarter 2023
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.
Suggested Reading – Your Money or Your Life
Your Money or Your Life by Vicki Robin and Joe Dominguez provides an approach to personal finance that could transform your relationship with money. Some of the key concepts covered in the book include: Your Money or Your Life offers a holistic approach to personal finance, encouraging you to examine your relationship with money, reassess […]