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Welcome to Investing 101! This month we’re taking a step back to the basics of investments. Let’s delve into what investing is, explore various investment approaches, and uncover insights gathered […]

Back To Basics With Tax Planning A truly comprehensive financial plan is the sum of many parts. While investments are an important component of any plan, tax planning can sometimes […]

One of the many lessons we’ve learned in the post-pandemic era is that people really dislike inflation. In poll after poll, respondents describe how inflation feels like an unfair tax […]

Economics is not generally considered one of the “hard” sciences, like physics; assumptions are almost always oversimplified, and theories are difficult to test because you can’t run multiple controlled experiments […]

As unique asset classes, cash and bonds have some similarities but occupy different spaces within your portfolio. While bonds historically have provided higher returns than cash, today’s interest rate structure […]

If you follow the financial media closely (not recommended!), you’ve probably heard at least one pundit declare that the United States is about to lose its “reserve currency” status at […]

If financial markets feel a bit more unsettled to you than usual these days, you’re not wrong. Volatility is elevated in the stock market and unusually high in the bond […]

At Elevate, we know that investments are one of the core components of a well-designed, comprehensive financial plan. Investments play a crucial role; there to protect and grow your wealth, […]

What do pundits on the news, analysts on the web, and physics around the corner all have in common? Simple! They all think they understand the market and hold the […]

At the beginning of every new year, market forecasts about the year to come start arriving from all corners of the internet. This in itself is unsurprising; a large number […]

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 […]

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 […]

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, […]

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 […]

Our team has been hard at work writing and filming content for our new weekly YouTube video series: WealthWise. WealthWise brings insightful, actionable financial advice to help clients stay on […]

When my wife first joined the faculty at the University of Georgia in 2006, she was given a large stack of paperwork to fill out. Buried among the several documents […]

The year 2021 was a banner year for investors. The broad-based S&P 500 Index, which is made up of 500 larger U.S. companies, finished the year up 26.9%. If we […]

The new year is the perfect break in the calendar that allows us to take off the old and put on the new. It’s like turning the page. It’s a […]

Welcome to December! There may be just a few weeks left in 2021, but it’s not too late to make some smart money moves before the end of the year. […]

On August 31, the Trustees of the Medicare and Social Security trust funds released their annual report on the fiscal health of America’s two largest retiree entitlement programs. The news […]

When budgeting for retirement expenses, pre-retirees tend to consider health care, housing, food, utilities, and travel, but often overlook taxes. This oversight would be a mistake, as taxes typically rank […]