Elevate Wealth Advisory
190 Hawthorne Park
Athens, GA 30606
05.02.2022
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 […]
04.06.2022
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 […]
02.26.2022
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, […]
02.16.2022
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 […]
02.16.2022
Subscribe to Our WealthWise Video Series
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 the right path toward meeting their life goals. Subscribing to our YouTube channel is easy! From Your Desktop: Go to youtube.com Log in or create […]
01.14.2022
How to Choose Between a Pension and a 403(b)
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 was perhaps the most consequential one for our finances and this related to her retirement benefits. The form required her to choose between enrolling in […]
01.12.2022
Sticking to Your Plan is the Straightest Path to Reaching Goals
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 included reinvested dividends, the index advanced 28.7%, according to S&P Dow Jones Indices. Table 1: Key Index Returns Much better-than-expected corporate profits (Refinitiv), which were […]
01.12.2022
7 Steps to Achieving New Year’s Resolutions
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 new chapter. It’s a new book! You can’t change the past, but you can change the future. One way we can make a change is […]
12.13.2021
Last Minute Tips for Year End Planning
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. Here’s a list of last-minute tips and recommendations to help you navigate around year-end planning: Age Milestones One of the first things you should do […]
10.05.2021
Are Exchange-Traded Funds the Future of Personal Investing?
The investment management business is a highly competitive industry that changes, adapts, and evolves over time. Over the years, individual investors have benefitted tremendously from many of these changes. We see trading commissions have declined toward zero, management fees and mutual funds expenses have been reduced sharply, and access to up-to-the minute market information is […]
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