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 […]
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 […]
Tuning out the noise
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
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 beyondIn recognition of your confidence and support, we have invested in the following community organizations:Cancer Support Community of San Francisco Bay Area http://www.cancersupport.netLifeWorks […]
