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Archive for 2025
Your First Quarter Statement Might Surprise You
It is often said that markets dislike uncertainty, which was certainly in abundance during the first quarter of 2025. In January, the incoming Trump administration wasted no time bringing swift and dramatic changes to trade, regulatory, immigration, and fiscal policies. While many of these policy shifts had been expected, the speed and extent of the […]
Make Informed Financial Decisions by Learning Investing Concepts
Investing can seem complicated, but understanding a few core principles can make all the difference. At Elevate Wealth, we believe that by mastering key investing concepts, you can make more informed financial decisions and build lasting wealth. Risk and Return: The Core of Investing One of the most important principles in investing is the relationship […]
Can You Over-Contribute to a 529 Plan?
Owning an “overfunded” 529 college savings account is probably not the worst problem you can imagine. Still, it is a real concern for some parents facing highly uncertain college costs in the future. If the costs of a college education turn out much lower than expected, either through need-based aid, merit-based aid, or just choosing […]
Market Wrap: Five Key Takeaways from 2024
Happy New Year! The beginning of January is traditionally a time to review and reflect over the past calendar year. As we know, a lot can happen over the course of a full year and 2024 was no different. This month, we will try to highlight some of the key events and main takeaways from […]
