Newsletters

Coronavirus: You and your investment portfolio will survive.

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Barry Mendelson, CFP® February 28, 2020

Review & Commentary

4th Quarter 2019 Market Review and 2020 Outlook

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Barry Mendelson, CFP® January 15, 2020

Review & Commentary

Happy Holidays From Elevation Wealth Partners, Are Free Trades Really Free? And More . . .

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Barry Mendelson, CFP® January 9, 2020

Review & Commentary

October Elevation Wealth Partners Investment Outlook And Financial Insights

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Barry Mendelson, CFP® November 8, 2019

Review & Commentary

document checklist

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Barry Mendelson, CFP® September 24, 2019

Newsletters

Retirement Checklists: Goals for Every Stage of Your Financial Life

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Barry Mendelson, CFP® September 10, 2019

Review & Commentary

2nd Quarter 2019 Market & Investment Commentary

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Barry Mendelson, CFP® August 17, 2019

Review & Commentary

Important To-Do's Before Sending Your Child Off to College

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Barry Mendelson, CFP® July 9, 2019

Review & Commentary

Second Quarter 2019 – Quarterly Market Review

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Barry Mendelson, CFP® July 9, 2019

Review & Commentary

June 2019 Newsletter: Opportunity Zones and Qualified Opportunity Funds (QOFs) & 47th Annual FPA NorCal Conference

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Barry Mendelson, CFP® June 26, 2019

Review & Commentary

1st Quarter 2019 Market & Investment Commentary

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Barry Mendelson, CFP® May 28, 2019

Review & Commentary

First Quarter 2019 – Quarterly Market Review

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Barry Mendelson, CFP® April 23, 2019