document checklist
____ Brokerage & Mutual Fund Statements ____ Bank Statements ____ Investment Basis Information ____ 401(k) Account Statements ____ 529 College Savings Account Statements with beneficiary date of birth ____ Company Stock Option, Restricted Stock, RSU grant information ____ Investment Real Estate Information ____ Investment Partnership Information ____ Federal & State Income Tax Returns ____ W-2 […]
Retirement Checklists: Goals for Every Stage of Your Financial Life
A happy and comfortable retirement is the #1 goal in financial planning. You only get one shot at retirement and the Elevation Wealth Partners team has worked with hundreds of people planning for retirement over the years. We complied a checklist to set goals and note milestones at every stage as you work towards a […]
2nd Quarter 2019 Market & Investment Commentary
Please welcome our Summer Intern – Zachary Byrd. Zac just completed his sophomore year at Washington State University in Pullman. He is majoring in Business Marketing and is excited to start taking higher level business courses. In addition to learning about our business, Zac was tasked with developing several new marketing pieces that we are […]
1st Quarter Market Insights & Commentary
Stocks across the globe climbed higher in the first quarter of 2017. U.S. Stocks as whole were up 5.8%, International Developed Stocks 6.8%, and Emerging Markets Stocks 11.4%. All Elevation Wealth Partners client accounts posted solid gains for the quarter (with returns in the range of low to mid-single digits – largely dependent upon the […]
