Quarterly Update & Investment Review
U.S. stocks advanced for the fifth straight month and rose to several record highs in September, leading to another quarterly gain. Non-U.S. stocks also posted upbeat monthly and quarterly returns. Meanwhile, U.S. bonds rallied in September and for the quarter. Stocks across markets, styles, and market capitalizations Fixed-Income Returns Amid expectations for the Fed to […]
Market Review Slides – 3rd Quarter 2024
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.
Market Trends to Milestones: Elevation Wealth Partners Quarterly Update
We’re delighted to welcome the five new clients that joined Elevation Wealth Partners this quarter. It’s an honor to serve you and we look forward to many years of working together. Thank you for sharing with friends and family how we’ve helped you make the most of your assets, earnings, and time so you can […]
Market Review Slides – 2nd Quarter 2024
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.
Market Review Slides – 4th 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.
2nd Quarter 2021 Market Commentary and Outlook
July 23, 2021 In May, Kevin Goulding, CFP® joined Elevation Wealth Partners based in our Santa Rosa office (which has moved to 3562 Round Barn Circle). Kevin is a veteran finance executive with more than 35 years’ experience in corporate and personal finance. He finds tremendous satisfaction in helping clients achieve their financial goals based […]
2nd Quarter and our 2021 Market Review
1st Quarter and our 2021 Market Review
3rd Quarter 2020 Market Commentary and Outlook
3rd Quarter 2020 reports and other portfolio information are now available to view on the new Elevation Wealth Partners platform. If you haven’t already done so, please bookmark this page for future use. Once you access the portal, please click on your DOCUMENTS tab or to find your 3rd Quarter 2020 Report. You can also […]
Q3 2020 Quarterly Market Review Slides
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. Please click […]
