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 […]
How Much Impact Does the President Have on Stocks?
How Much Impact Does the President Have on Stocks_The anticipation building up to elections often brings with it questions about how financial markets will respond. But the outcome of an election is only one of many inputs to the market. Our interactive exhibit examines market and economic data for nearly 100 years of US presidential […]
Tips for staying entertained and well-fed.
What we are watching. Pick of the Litter. The 2018 Netflix documentary by Dan Nachman and Don Hardy about a two-year odyssey following puppies training to be guide dogs for the blind is guaranteed to warm your heart. Given that Guide Dogs for the Blind is headquartered locally in San Rafael, California, you may recognized […]
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 […]
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. […]
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 […]
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 […]
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 […]
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 […]
