Elevate Wealth Advisory
190 Hawthorne Park
Athens, GA 30606
Archive for 2022
The Hidden Bull Market of 2022
It’s not easy to find a bull market in much of anything this year. 2022 has been an unusually challenging year for nearly all asset classes, including stocks, bonds, and real estate. Poor bond market performance stands out in particular – a result of high inflation and sharply rising interest rates that led to equity-like […]
Tips for 2022 Year-End Planning
Autumn has just begun, and there’s still plenty of time to make some smart money moves to get ourselves in better shape before the end of the year. Many of the items we shared last year are valid for 2022, as well, but there are also some new updates this year. Please see below for […]
What is the Yield Curve Telling Us?
Here at Elevate Wealth Advisory, one of the core beliefs of our investment philosophy is that market prices contain information. The information largely relates to expected returns across asset classes, but sometimes we can extract other signals from market prices, as well. This month we’ll try to unpack what the world’s largest bond market (U.S. […]
Are Commodities a Good Investment?
Higher food and energy prices are getting a lot of attention this year and have impacted consumer budgets in the U.S. and across the world. Investors have focused on the rise in basic material costs, as well, especially in light of the declines we’ve experienced in stocks, bonds, and real estate. In fact, many commodity […]
What to Do With an Extra $1,000
Where to save your next dollar is one of the most common questions posed to financial advisers. And if you’re a saver with some extra cash, you already know that there is no shortage of options to consider. Should you pay down loan balances? Add to your emergency cash savings? Make a contribution to a […]
Things to Do in a Down Market
As any investor could tell you, the markets are off to a rough start in 2022. Both stock and bond markets are facing an unusual number of headwinds these days, including high inflation, rising interest rates, snarled supply chains, a lingering global pandemic, the war in Ukraine, disruptions in food and energy production, and very […]
How to Think About Cryptocurrency
By now, most people have heard about bitcoin, and many investors would be able to correctly identify bitcoin as one of many “cryptocurrencies” that circulate today. A full description of bitcoin, the blockchain, and the universe of other crypto tokens is well beyond the scope of this article, but for a short primer I would […]
Resilient Investing: Lessons from Behavioral Finance
Are you a resilient investor? Do you take market volatility in stride, or are you tempted to react when things get challenging? Our financial advisors have learned first-hand that resilient Investors do these three things before making any important money decision: Check assumptions Check thinking Check emotions Most people aren’t rational when it comes to […]
Are You Keeping Up with Inflation?
After many years of relatively stable prices, the sudden return of inflation in the U.S. became a key market theme in 2021. The latest Consumer Price Index data released on February 10, which showed that the annual rate of inflation reached 7.5% in January, indicated that it will likely remain a big story this year, […]
Join Our Retirement Planning Today Course
Elevate Wealth Advisory is pleased to present Retirement Planning Today, a two-day workshop held twice in February.Taught by Clark Brown, a practice leader at Elevate Wealth Advisory in Athens, Georgia, Retirement Planning Today is designed to teach you how to build wealth and align your money with your values to accomplish your goals in life. Whether you […]