Fourth Quarter Newsletter
We are happy to welcome five new clients into the Elevation Wealth Partners family this quarter. Thank you to everyone who continues to share with friends and family how we’ve helped you achieve financial independence and live your best lives. It’s an honor to serve you and we look forward to many years of working […]
Market Review Slides – 4th Quarter 2021
Tax Benefits and Team Update
Will Congress pass tax and budget plans? Democratic Party leaders seek to pass a roughly $1 trillion infrastructure bill and a $3.5 trillion spending plan focused on health care, education, family support and climate change initiatives. To help pay for these ambitious programs, a series of tax hikes are on the table. According to the […]
Quarterly Perspective: Financial Market Review and Index Returns
It was a volatile third quarter with the U.S. broad market (as represented by the Russell 3000 Index) posting 19 new highs before falling back to where it had begun three months earlier. U.S. stocks climbed higher in July and August on optimism about the U.S. economic recovery. However, shares fell back from their highs […]
Market Review Slides – 3rd Quarter 2021
Medicare Open Enrollment Begins October 15. Read This to be Ready.
With its alphabet soup of plan names, it’s easy to just give up and pick a coverage plan with the hope that it provides the protection you need, when you need it. However, picking the right Medicare plan may be one of the most consequential choices you make in retirement. Good news, you have an […]
Video Update with Barry Mendelson, CFP – Wealth Advisor & Managing Partner
Kevin Goulding, CFP joinsElevation Wealth Partners team, California Prop 19, and proposed Biden Administration Tax Changes
Seven Tips for Recent College Grads
First of all…congratulations! Your education is a game changer that will have a huge impact on your life and the choices you will be afforded. While that accomplishment dwarfs anything on the list that follows, it also makes these things possible. So, good job on completing a big step on your life’s journey! Now, let’s […]
1st Quarter Newsletter
April 30, 2021 We are happy to welcome three new clients into the Elevation Wealth Partners family this quarter. Thank you to everyone who continues to share with friends and family how we’ve added clarity to your financial lives and increased your net worth over the years. It’s an honor to serve you and we […]
2020 Investment Review & Newsletter
We are happy to welcome two new clients into the Elevation Wealth Partners family this quarter. Thank you to everyone who continues to share with friends and family, their experiences about how we’ve added clarity to your financial lives and increased your net worth over the years. It’s an honor to serve you and we […]