Elevage Partners 2022 second half market outlook

The first six months of 2022 proved to be very challenging for equity and fixed income investors alike around the world. The U.S. stock markets experienced their worst performance since the early 1970s, with the S&P 500 down over 20%, the Nasdaq Composite dropping 29.5% and the Russell 2000 index of smaller U.S. companies producing…

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May market update from Elevage Partners

May has proven to be nothing short of a roller coaster ride for the markets, as ongoing volatility and worries about monetary tightening to combat inflation sparked fears of a recession on the horizon. The year-to-date sell-off of stocks accelerated this month, while the S&P 500 had its worst month since the onset of the…

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What do rising interest rates mean for your finances?

The Fed announced its first rate hike since 2018. What does that mean for your finances? Today, many consumers are already feeling squeezed by higher prices at the pump, rising costs on daily goods, and trips to the supermarket. And now that interest rates are ticking higher, the cost of borrowing—from credit cards and car…

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Elevage Partners welcomes Thierry Hasse as chief investment officer

We are pleased to welcome Thierry Hasse as our new chief investment officer. Thierry brings more than 35 years of experience investing and trading across a broad array of financial markets. As leader of the Elevage Partners Investment Committee, Thierry will leverage his expertise of domestic and international markets in managing our investment models and…

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The 10 merriest reasons to be jolly about retirement

Our friends at ThinkAdvisor.com have put together a list of the Top 10 Merriest Retirement Facts of 2021. At the brightest time of year, it’s nice to know there are genuine highlights on the retirement front. Here’s the list: 1. The 2022 Social Security Cost of Living Adjustment will be 5.9%. Yes, inflation this year…

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Advisor David Smith earns CERTIFIED FINANCIAL PLANNER™ certification

We are pleased to announce that Wealth Management Advisor David Smith has earned his CERTIFIED FINANCIAL PLANNER™ certification from the CFP Board. This is a significant accomplishment in David’s financial services career as it signals that he has met the board’s rigorous training and experience requirements and is committed to the high ethical standards required…

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IRS announces a slew of changes for the 2022 tax year

The only certainties in life, Ben Franklin once wrote, are death and taxes. You could probably add a third certainty to his list: Taxes are complicated. The Internal Revenue Service has released its list of inflation-related adjustments for tax year 2022. The changes, which reflect the impact of rising inflation this year, cover 60 tax…

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Elevage Partners Welcomes New Team Members

We are pleased to welcome three new people to the Elevage Partners team: Lori Powell, president; Mark Zembo, wealth management advisor; and Nicole Devane, client service associate. Lori Powell President Throughout my career, I have been motived by the quest to help clients – especially women – make informed and confident decisions regarding their money.…

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Year-End Financial Planning Opportunities

As the end of the year approaches, we want to help you spot planning opportunities that are time-sensitive. Perhaps you… Are considering making year-end gifts to charitable organizations or family members, and need to determine your optimal funding strategy; Are looking to reduce your income tax liability this year, and are seeking loss harvesting and…

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Three types of retirement and how to plan for each

There used to be a singular notion of retirement: Walk away from your career one day and begin a life of leisure the next. You never envision working another day in your life. When planning for the retirement date circled on your calendar, you saved as much as you could for decades to ensure that…

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