Archive for January 2024
Is it time for a portfolio checkup?
At Elevage Partners, we sometimes liken a client’s investing journey to a long sea voyage. Just as a captain must adjust the sails to shifting winds, you may need to make adjustments to your portfolio to ensure you stay on course as conditions change. With that in mind, here are some questions to consider as…
Read MoreA key question to ask: What does retirement mean to you?
What does retirement mean to you? It’s an important question to ask – and there are no right or wrong answers. Retirement used to mean one thing: You’d clock out of work one day and be retired the next while being assured of collecting a pension as you lived out your golden years. Now, however,…
Read More9 things to consider in the retirement red zone
If you’re a football fan, you’re already familiar with the term “red zone.” When one team gets the ball inside the opposing team’s 20-yard line, they’re in the red zone. Here, a team’s strengths and weaknesses are on full display — and strategy is everything. The entire game has built up to this moment. In…
Read MoreChief Investment Officer Thierry Hasse discusses markets and 2024 outlook
Watch Elevage Partners Chief Investment Officer Thierry Hasse discuss market volatility over the past two years and give his outlook for 2024 as markets start the year at all-time highs. The information contained herein represents the views of Elevage Partners at a specific point in time and is based on information believed to be reliable.…
Read More2024 market commentary and economic outlook
Happy New Year! Well, 2023 was another extraordinary year for the financial markets. We saw extreme fluctuations in the stock and bond markets driven by both economic and geopolitical factors, as well as the conclusion of the Federal Reserve’s tightening cycle. To kick off the new year, I’d like to share with you some of…
Read More