Q3 2020 Quarterly Market Review Slides
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios and features a quarterly topic. Please click […]
What history tells us about elections and the market.
Investors often wonder whether the market will rise or fall based on who is elected president. The data show that capturing the long-term returns of the capital markets does not depend on which party controls the White House. In this 3 minute video, Dimensional’s Mark Gochnour and Jake DeKinder offer lessons from history. For what […]
July 2020: 2nd Quarter Commentary and Outlook
We’re happy to welcome two new clients into the Elevation Wealth Partners family this quarter. Thank you to everyone who continues to share with friends and family how we’ve helped add clarity to your financial life and grow your net worth over the years. It’s an honor to serve you and we look forward to […]
A Mid-Year Checkup: Three things to consider and discuss with your wealth advisor
If you are saver, are you on track to reach your financial goals? Tally your various contributions across all accounts so far in 2020: A decent baseline savings rate is 15%, but higher-income folks will want to aim for 20% or even greater. You will also need to aim higher if you are saving for […]
April 2020: 1st Quarter Market Review and Financial Update
You’ve got this! It’s difficult to wrap our heads around what the world is experiencing right now and we all understand that the situation is fluid and ever-changing. However, with each passing day, we inch closer to a resolution . . . where new cases begin to decline and closer to a treatment or vaccine. […]
April 2020 Video Update: Perspective, Patience, and a Plan
Barry Mendelson, CFP – Wealth Advisor & Managing Partner takes you through our quarterly update.
Simply checking in
We hope this email finds you and your loved ones safe and healthy. We are still in the process of reaching-out to each and every one of you. While we have no concerns whatsoever about your Elevation Wealth Partners managed accounts, recent events are stressful for all of us and we are here to be […]
Using Schwab's Automatic Investment Tool in 401K & Retirement Accounts
In this ten minute video, Barry Mendelson, CFP shows 401K participants and investors how save time and get their retirement plan contributions automatically invested every paycheck using Charles Schwab & Co’s little know Automatic Investment Tool.
Video updated from Barry Mendelson, CFP on Sunday, March 22, 2020
Market volatility update and resources
Our hearts go out to those whose families and livelihood have been affected by the coronavirus outbreak. Though the government’s and other agencies measures may seem extreme, we believe they are in the public’s best interest to slow, contain, and eventually rid us of this scary situation.At the moment, a great deal is unknown about […]
