Newsletters

Fourth Quarter Newsletter

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Barry Mendelson February 15, 2022

Newsletters

Market Review Slides – 4th Quarter 2021

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Barry Mendelson January 27, 2022

Articles

Year-End Financial Checklist

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Barry Mendelson December 7, 2021

Newsletters

Tax Benefits and Team Update

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Barry Mendelson November 9, 2021

Newsletters

Quarterly Perspective: Financial Market Review and Index Returns

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Barry Mendelson November 9, 2021

Newsletters

Market Review Slides – 3rd Quarter 2021

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Barry Mendelson October 20, 2021

Articles

2021 Charitable Giving Toolkit

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Barry Mendelson October 6, 2021

Newsletters

Medicare Open Enrollment Begins October 15. Read This to be Ready.

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Barry Mendelson September 23, 2021

Articles

How To Become An Educated Consumer Of Elder Care

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Barry Mendelson September 22, 2021

Review & Commentary

2nd Quarter 2021 Market Commentary and Outlook

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Barry Mendelson August 23, 2021

Review & Commentary

2nd Quarter and our 2021 Market Review

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Barry Mendelson July 23, 2021

Video

How to Upload and Download Reports and Documents in Your Elevation Wealth Partners Portal

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Barry Mendelson July 20, 2021