Will the new President and Administration affect your investments?
Just like in investing, last week’s Presidential election reminds us that unexpected events do occur. As the election results became clear, U.S. stock market futures suggested there would be a steep decline in US. Stocks the next day – and that prediction fell short as well. It is highly unlikely that this is the end […]
3rd Quarter Portfolio Report
We are pleased to welcome four new clients to the firm this quarter. It’s an honor to serve you and we look forward to many years of working together. Elevation Wealth Partners now serves more than 130 investors (families, individuals, and company retirement plans) and manages more than $160 million. Though we are selective about […]
September 2016 Newsletter
The Morningstar Rating™ for Funds, often called the “Star Rating,” was first introduced in 1985. Using a scale of one to five starts, the original rating allowed investors to quickly evaluate a fund’s past performance within six broad asset classes. For the first time, it introduced the concept of risk- and cost-adjust return to the […]
2nd Quarter Commentary and Insights
We are pleased to welcome two new clients to the firm this quarter. It’s an honor to serve you and we look forward to many years of working together. Thank you to those who continue to share what we do with friends and family. 2nd Quarter Commentary U.S. stocks ended the quarter just a bit […]
Elevation Wealth Partners view of the UK’s decision to exit the European Union
The UK vote to leave the European Union (EU) sets in motion a long period of political, economic and market uncertainty for the UK (the world’s fifth-largest economy) and EU. Extreme market volatility is rarely a good time to make drastic moves with your portfolio. We see selloffs in global stocks creating buying opportunities. Foreign […]
1st Quarter Update and annual SEC Form ADV (disclosure brochure) and Privacy Policy
We are pleased to welcome four new clients to the firm this quarter. It’s an honor to serve you and we look forward to many years of working together. Thank you to those who continue to share what we do with friends and family. 1st Quarter Commentary U.S. stocks ended the quarter modestly higher, which […]
March 2016 Newsletter
In investing, it’s not what you make, but how much you keep (taxes being the difference). In this edition of our e-newsletter, we offer some tax related insights as we head into tax season. Please note that these comments are not intended as specific tax advice, but for informational purposes only. Tax-Efficient Investing The U.S. […]
January 2016 Newsletter
Happy New Year! We are pleased to welcome four new clients to the firm this quarter. It’s an honor to serve you and we look forward to many years of working together. Elevation Wealth Partnersnow serves 125 investors and families (overseeing more than $140 million in client assets). Thank you to those who continue to […]
December 2015 Newsletter
With the holidays and end of year upon us, we at Elevation Wealth Partners would like to thank our clients, friends, and fellow professionals for their support over the years. In the spirit of the season, we offer these 12 Year‐End Financial & Investment Tips to increase your wealth and plan for a financially secure […]