On behalf of the entire Elevation Wealth Partners team, we wanted to thank all (60+) of you who came out and made our Fan Fest Luncheons a success. Based on feedback from our earlier survey, we wanted to do something that was fun, educational, and allowed clients and guests to share ideas and get to know each other better. In addition, we wanted to bring together CPAs, estate attorneys, insurance and real estate professionals to be available to answer any questions.
Barry’s presentation covered the current valuations of U.S. stocks, what the future may hold, the opportunity for owning international stocks, and how such “globally diversified portfolios” have performed through history. Below is a link to the presentation:
Elevation Wealth Partners Fan Fest Presentation – May 2017
