Weathering the Dip: How Diversification Delivered in Q1
U.S. stocks as measured by the S&P 500 Index experienced a sharp decline in March, posting their worst quarterly performance since 2022 with a drop of 4.3%. In contrast, international equities performed well in the first quarter with developed markets gaining 6.2% – including strong returns from Spain (+17%) and Germany (+16%) – while emerging […]
Market Review Slides – 1st Quarter 2025
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.
Quarterly Review & Outlook: Insights on Taxes, Tariffs, & Market Trends
The stock market was once again led by a strong performance from large U.S. stocks while small U.S. stocks and international stocks saw single-digit gains. The valuations continue to widen between these asset classes. The 10-Year U.S. Treasury bond yield closed the year on an upswing to 4.6%. Two Fed-fund rate cuts are expected in […]
Market Review Slides – 4th 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.
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. To read more, click here.
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. To read more, click here.
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 […]
