Elevation Wealth

Elevation Wealth An Independent & Holistic Financial Planning Firm. Serving families and businesses in the greater P

When was the last time you looked at the content of your portfolio? Steps to consider here.
07/20/2026

When was the last time you looked at the content of your portfolio? Steps to consider here.

Time and market performance may subtly and slowly imbalance your portfolio.

Do you know what all those emojis you keep seeing in your text messages mean? Here's a handy guide.
07/17/2026

Do you know what all those emojis you keep seeing in your text messages mean? Here's a handy guide.

Do you understand these common mobile slang terms?

Where do you begin when buying a home? This article has some pointers.
07/15/2026

Where do you begin when buying a home? This article has some pointers.

A look at what you need to think about when buying a home.

The savings rate is the government’s estimate of how much U.S. households are saving.
07/13/2026

The savings rate is the government’s estimate of how much U.S. households are saving.

What can be learned from the savings rate?

Consider a bucket plan to go with your bucket list.
07/10/2026

Consider a bucket plan to go with your bucket list.

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Weddings add up fast. Use this calculator to map out your budget by category, set priorities, and see what your big day ...
07/08/2026

Weddings add up fast. Use this calculator to map out your budget by category, set priorities, and see what your big day might really cost.

Estimate total wedding costs and see how different choices affect your overall budget.

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic effort...
07/08/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Stocks saw solid gains in the second quarter, riding a wave of enthusiasm over upbeat economic reports, ongoing diplomatic efforts in the Middle East, and strong first-quarter corporate numbers.

When it comes to investing, you may be your own worst enemy.
07/06/2026

When it comes to investing, you may be your own worst enemy.

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

Retirement may change your perception of investment risk.
07/03/2026

Retirement may change your perception of investment risk.

A change in your mindset during retirement may drive changes to your portfolio.

Why are they made again and again? This piece helps make sense of these errors in judgment.
07/01/2026

Why are they made again and again? This piece helps make sense of these errors in judgment.

Why are they made again and again? Making sense of these errors in judgment.

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