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 […]
Coronavirus: You and your investment portfolio will survive.
When we warned 2020 might be an especially volatile year for stocks, this is not exactly what we had in mind. However, due to the 24 hour news cycle, COVID-19 (aka the coronavirus) is a concern for many people, including investors. Mind you, this is a serious epidemic and we are saddened by the loss […]
4th Quarter 2019 Market Review and 2020 Outlook
As we begin the New Year, on behalf of the entire Elevation Wealth Partners Team, I’d like to express our sincerest gratitude for the opportunity to serve you, your families, businesses, and employees. The trust you place in us to manage your hard-earned money and guide you on your financial journey inspires us every day […]
Happy Holidays From Elevation Wealth Partners, Are Free Trades Really Free? And More . . .
In this issue: Are free trades really free? Update on California Assembly Bill 211 (AB211) Happy Holidays from all of us at Elevation Wealth Partners. Wishing you health, happiness, and prosperity in 2020 and beyond In recognition of your confidence and support, we have invested in the following community organizations: Cancer Support Community of San Francisco […]
October Elevation Wealth Partners Investment Outlook And Financial Insights
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 share the work we do with friends and family. Our hearts go out to those affected […]
March 2019 Newsletter: IRA Contributions & 529 Plan Updates
There’s still time for Business Owners to make a retirement plan contribution for 2018 via a SEP-IRA. Update on 529 Qualified Tuition / College Saving Plans There’s still time for Business Owners to set-up and fund a SEP-IRA for 2018 There is still time for Business Owners to make a retirement plan contribution for 2018 […]
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 […]
Seasons Greetings from your Expert Team at Elevation Wealth Partners
From left to right; John Davis, CFP.. Kelly Gillette.. Barry Mendelson, CFP.. Ryan Kosakura, CFA, CFP.. Thomas Howard, CFP In recognition of your confidence and support, we have made donations to North Valley Community Foundation (in support of Camp Fire victims) www.nvcf.org The Red Cross (in support of California Wildfires) www.redcross.org American Foundation for Suicide […]
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 […]