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 […]
Thoughts from Barry Mendelson
How the Mendelson Family is managing their finances and investments in these unprecedented times…After sheltering in place for nearly three months, life here in Northern California is starting to resemble a new normal. Businesses are beginning to reopen (good) and traffic congestion remains light (also good). As you’ve probably seen and read, bicycle sales have […]
Elevation Wealth Partners is Hiring!
Elevation Wealth Partners is currently seeking to add another exceptional professional to our team. The Wealth Advisor is a full-time position based in our Santa Rosa office.We are seeking to add a new Wealth Advisor to our team, someone who is interested in building a long‐term career. This person will be the lead advisor on […]
Tuning out the noise
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 […]
