March 2019 Newsletter: IRA Contributions & 529 Plan Updates
There’s still time for Business Owners to make a retirement plan contribution for 2018 via a SEP-IRA. Update on 529 Qualified Tuition / College Saving Plans There’s still time for Business Owners to set-up and fund a SEP-IRA for 2018 There is still time for Business Owners to make a retirement plan contribution for 2018 […]
4th Quarter 2018 Market & Investment Commentary
Happy New Year to you and your loved ones! We are thrilled to welcome four new clients to the firm this quarter. It’s an honor to serve all of you and we are grateful for the trust you have placed in us to help guide you in your financial journey. Thank you to everyone who […]
December 2018: Recent Market Volatility
After years of relative calm in the markets, increased volatility the last three months in the stock market has resulted in renewed anxiety for many investors. While the pace at which the economy is growing seems to have slowed, we believe the likelihood of a recession in the next year is low. Political and government […]
Seasons Greetings from your Expert Team at Elevation Wealth Partners
From left to right; John Davis, CFP.. Kelly Gillette.. Barry Mendelson, CFP.. Ryan Kosakura, CFA, CFP.. Thomas Howard, CFP In recognition of your confidence and support, we have made donations to North Valley Community Foundation (in support of Camp Fire victims) www.nvcf.org The Red Cross (in support of California Wildfires) www.redcross.org American Foundation for Suicide […]
Why Should You Diversify?
As 2019 approaches, and with US stocks outperforming non-US stocks in recent years, some investors have again turned their attention towards the role that global diversification plays in their portfolios. For the five-year period ending October 31, 2018, the S&P 500 Index had an annualized return of 11.34% while the MSCI World ex USA Index […]
Recent Market Volatility – Insightful Context
What should you make of recent ups and downs in the stock market? Here’s helpful context on volatility and expected returns. Click Here
September 2018 Newsletter: 529 Plans and Estate Planning
In this issue… Using 529 Plans to Save for College and for Estate Planning What we are reading and listening to Elevation Wealth Partners is hiring! Using 529 Plans to Save for College and for Estate Planning As the cost of a college education continues to climb out of reach for many parents, grandparents are […]
John Davis and his band perform the National Anthem at the Giant's Game
Our very own John Davis and his band, Ancora!/The DonGiovannis were selected to perform the Star Spangled Banner at Italian Heritage Night at AT&T Park on Friday, August 24th where the Giant’s took on the Texas Rangers. They did an outstanding job and we are proud to share the video so you can see for […]
Quarterly Perspectives – Q2 2018
This 8-minute video includes both highlights of market performance and the headlines from the past quarter, including trade negotiations and tariffs. Courtesy of Loring Ward.
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 […]