What the Elevation Wealth Partners Team Has Been Up To
NorCal Financial Planning Association FPA Conference The annual NorCal FPA conference in San Francisco consistently sells out and this year’s conference in May was no exception. The conference’s “Power of Community” theme emphasized the importance of collaboration and support within our industry. Ryan and Barry were happy they attended. During the conference, Ryan was able […]
U.S. Economic and Financial Markets Review
During the first quarter, global stock and bond markets continued their upward trends from the previous quarter. The S&P 500 index, a popular headline stock market index in the U.S., started off the year with strong performance and was able to stay in positive territory to end the quarter after shrugging off some late-period volatility […]
18 Ways to Honor Earth Day Every Day
At Elevation Wealth Partners, we’ll talk a lot about sustainability. That means helping our clients create sustainable wealth… in other words wealth that not only benefits them during their lifetimes, but also benefits people or causes when they are no longer around. Sustainability also means doing what we can to ensure the health of the […]
Silicon Valley Bank and Signature Bank Failures – A Crisis in Confidence, Not Cracks in the System
On Friday, March 10, regulators took control of Silicon Valley Bank as a “run on the bank” unfolded. Two days later, regulators took control of a second lender, Signature Bank. Just 15 years earlier investment banks Bear Stearns, Lehman Brothers, and Merrill Lynch collapsed under the weight of bad mortgage bets that marked the beginning of […]
Market Review Slides – 1st 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.
Q4 2022 U.S. Economic and Financial Markets Review
GDP grew by 3.2% in the 3rd quarter, reversing the negative trend of the prior two quarters. The unemployment rate held steady at 3.7% through November. This coincides with a tight labor market; there were approximately 10.5 million job openings for six million unemployed workers at the end of November. Domestic inflation showed a reading […]
SECURE Act 2.0 Introduces Lots of New Ways to Make Your Retirement More Secure
On December 29, 2022, the Setting Every Community Up for Retirement Enhancement (SECURE) 2.0 Act was signed into law as part of the Consolidated Appropriations Act of 2023. The new law builds on the original SECURE Act enacted three years prior that famously moved the Required Minimum Distribution (RMD) age out to age 72, among […]
Recessions Happen
We’re happy to welcome two new clients into the Elevation Wealth Partners family again this quarter. It’s an honor to serve you and we look forward to many years of working together. Today we work with clients in 19 states and three foreign countries. Thank you to everyone who continues to share with friends and […]
2023 Tax Guide
To view the 2023 Tax Guide, click here The information provided here is for general informational purposes only and should not be considered investment advice. Elevation Wealth Partners does not provide tax advice. Clients should consult a professional tax advisor for their tax advice needs.
Market Review Slides – 2022
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.