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 […]

3rd Quarter 2018 Market & Investment Commentary

We are happy to welcome three 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.In the twelve months since the devastating North Bay fires, […]

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 Far […]

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 […]