How Much Impact Does the President Have on Stocks?
How Much Impact Does the President Have on Stocks_The anticipation building up to elections often brings with it questions about how financial markets will respond. But the outcome of an election is only one of many inputs to the market. Our interactive exhibit examines market and economic data for nearly 100 years of US presidential […]
Tips for staying entertained and well-fed.
What we are watching. Pick of the Litter. The 2018 Netflix documentary by Dan Nachman and Don Hardy about a two-year odyssey following puppies training to be guide dogs for the blind is guaranteed to warm your heart. Given that Guide Dogs for the Blind is headquartered locally in San Rafael, California, you may recognized […]
What history tells us about elections and the market.
Investors often wonder whether the market will rise or fall based on who is elected president. The data show that capturing the long-term returns of the capital markets does not depend on which party controls the White House. In this 3 minute video, Dimensional’s Mark Gochnour and Jake DeKinder offer lessons from history. For what […]
A Mid-Year Checkup: Three things to consider and discuss with your wealth advisor
If you are saver, are you on track to reach your financial goals? Tally your various contributions across all accounts so far in 2020: A decent baseline savings rate is 15%, but higher-income folks will want to aim for 20% or even greater. You will also need to aim higher if you are saving for […]
Market volatility update and resources
Our hearts go out to those whose families and livelihood have been affected by the coronavirus outbreak. Though the government’s and other agencies measures may seem extreme, we believe they are in the public’s best interest to slow, contain, and eventually rid us of this scary situation. At the moment, a great deal is unknown […]
Coronavirus: You and your investment portfolio will survive.
When we warned 2020 might be an especially volatile year for stocks, this is not exactly what we had in mind. However, due to the 24 hour news cycle, COVID-19 (aka the coronavirus) is a concern for many people, including investors. Mind you, this is a serious epidemic and we are saddened by the loss […]
Retirement Checklists: Goals for Every Stage of Your Financial Life
A happy and comfortable retirement is the #1 goal in financial planning. You only get one shot at retirement and the Elevation Wealth Partners team has worked with hundreds of people planning for retirement over the years. We complied a checklist to set goals and note milestones at every stage as you work towards a […]
3rd Quarter 2018 Market & Investment Commentary
We are happy to welcome three new clients to the Elevation Wealth Partners family this quarter. It’s an honor to serve you and we look forward to many years of working together. Thank you to everyone who continues to recommend our services to friends and family. In the twelve months since the devastating North Bay […]
2nd Quarter 2018 Market & Investment Commentary
We are happy to welcome new clients to the Elevation Wealth Partners family this quarter. It’s an honor to serve you and we look forward to many years of working together. Thank you to everyone who continues to recommend our services to friends and family. Our take on the 2nd Quarter and the Markets So […]
1st Quarter Market Insights & Commentary
Stocks across the globe climbed higher in the first quarter of 2017. U.S. Stocks as whole were up 5.8%, International Developed Stocks 6.8%, and Emerging Markets Stocks 11.4%. All Elevation Wealth Partners client accounts posted solid gains for the quarter (with returns in the range of low to mid-single digits – largely dependent upon the […]