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Archive for 2026
Milestones on the Road to Retirement
I like to remind my kids sometimes that when their mom and I got married, we had nothing. We actually had less than nothing because our debts, mostly student loans, far exceeded our assets. But we did have two other very important things: the brains in our heads, and a commitment to start saving and […]
Can you Hedge Against High Energy Prices?
In my January 2026 post “Four Market Surprises from 2025,” I highlighted the collapse in oil prices as one of the biggest surprises of the year. But as we know, market conditions can change quickly, and the price of oil and gasoline has risen dramatically since the beginning of hostilities in Iran. Crude oil was […]
Elevate Wealth Advisory Announces Key Promotions and Expanded Leadership Roles
Elevate Wealth Advisory is pleased to announce several expanded leadership roles, recognizing team members who have demonstrated proven responsibility, a commitment to excellence, and a strong desire to lead. Brian Rosso has been named Vice President, in conjunction with his three-year anniversary with the firm. Brian will continue serving clients as a wealth adviser while […]
What if Interest Rates Stay Higher for Longer?
After declining for much of 2025, interest rates have started climbing again recently, driven by higher inflation readings, tariff concerns, and the impact of the war in Iran on energy prices and supply chains. Rates have been materially higher for the past four years, and with each passing year, the evidence strengthens that the 2009-2021 […]
Should You Consider a Trump Savings Account?
Even before the passage of the One Big Beautiful Bill Act (OBBBA) last July, American savers faced a dizzying array of retirement account options, each with their own tax treatment and rules surrounding contributions, withdrawals, and eligibility. The OBBBA adds yet another type to the mix, officially dubbed the Section 530A account, but better known […]
Four Market Surprises from 2025
Welcome to 2026! The start of a new year means celebrations, resolutions, and of course, market predictions about the year to come. But as 2025 demonstrated so well, events are often unpredictable, as is the market’s reaction to those events. Below I’ve highlighted four of the major market surprises from last year that very few […]
