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Category: Newsletters

Elevation Wealth Partners – End-of-Year 2022 Action Checklist

With the holidays approaching, we thank our clients, friends and partners for their support.  While the financial markets and economy are out your control, in the following year-end checklist, we offer 14 actions for things you can control, ranging from the practical to the sublime, to potential increase your wealth and well-being. 1. Review your health care […]

Through the FIRE

By Ryan Kosakura, CFA, CFP® with Cheryl Nobusada What does Financial Independence mean to you – and how badly do you want it? People often talk about the FIRE Movement – Financial Independence Retire Early – and there are many resources out there covering its history, ways to get there and the cost/benefits. I’ve linked […]

Important Milestones Achieved by Your Elevation Wealth Partners Team!

Barry Mendelson, CFP® – Wealth Advisor In September, Barry and Kristin’s oldest daughter Sydney began her freshman year at the University of Washington in Seattle. She is enrolled in the College of the Environment studying environmental and earth sciences. Go Dawgs! Be boundless. To connect with her on LinkedIn click here. Ryan Kosakura, CFA, CFP® […]

Market Review Slides – 3rd Quarter 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 also illustrates the impact of globally diversified portfolios and features a quarterly topic.

Quarterly Perspectives: How to Survive a Close Encounter with a Bear

With summer and camping trips in full swing and U.S. stocks hovering around bear market territory (i.e., down more than 20%) we thought it was timely to share some tips on how to plan for and survive an encounter with a bear (whether it be the furry or financial kind). Plan for your adventure Seasoned […]

Keep Calm and Invest On.

To say the first half of 2022 has been unpredictable is an understatement. The ongoing issues associated with a multi-year pandemic, coupled with domestic and international challenges, has taken an emotional toll on many people. In addition, the economic headwinds of inflation and heightened market volatility have contributed to an amplified sense of instability. We […]

Our Take on Recent Events and How to Respond

Russian’s invasion of the Ukraine and the subsequent humanitarian crisis is troubling on so many levels. Our hearts go out to those affected. We, at Elevation Wealth Partners, donated to Care.org to provide aid and essential items. Please consider doing the same. While it is difficult to get away from the current news cycle and […]