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 […]
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. […]
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
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 […]
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 by […]
Retirement Checklists: Goals for Every Stage of Your Financial Life
A happy and comfortable retirement is the #1 goal in financial planning. You only get one shot at retirement and the Elevation Wealth Partners team has worked with hundreds of people planning for retirement over the years. We complied a checklist to set goals and note milestones at every stage as you work towards a […]
