Elevage Partners Thierry Hasse discusses the first quarter of 2024

Watch Elevage Partners Chief Investment Officer Thierry Hasse give his take on the first quarter of 2024. 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. No representation or warranty is made concerning the accuracy of any data compiled…

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First quarter 2024 market commentary

The first three months of 2024 are behind us and spring has officially arrived. As I do at the beginning of each quarter, I’m pleased to share my thoughts and observations on the economy and financial markets. The year started strong for U.S. equities, which showed surprisingly low volatility despite macroeconomic headwinds. Looking forward, we…

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Tax management tips for investors

While it’s impossible to predict what’s going to happen in the stock market, tax season provides investors with an opportunity to reflect on what they can control. When you look back on the year, it’s important to consider not just what you made from your investments, but how much of it you get to hold…

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5 monthly money-management mistakes to avoid

We complete numerous financial tasks each month. While we often focus on larger milestones — paying for college, buying a home, saving for retirement, etc. — it’s often the smaller, recurring tasks that can have the most substantial impact on our long-term financial future. Some of these tasks can be automated, like paying for your…

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Estate planning: The 4 methods of transfer

Creating an estate plan doesn’t have to be difficult when you consult a financial advisor. Contact an Elevage Partners advisor today for help selecting the right options for you, your family and your WHY. This material is intended for informational/educational purposes only and should not be construed as tax, legal or investment advice, a solicitation,…

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Smart gifting: Strategies for passing down wealth

Gifting money to your children and grandchildren is more than just a way of showing them how much they mean to you — it’s a way to contribute meaningfully to their financial futures, helping ensure they have the means to pursue their dreams and take advantage of life’s opportunities. But when it comes to passing…

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9 everyday tips for health and longevity

Elevage Partners recognizes four types of wealth: financial wealth (money), physical wealth (health), social wealth (status) and time (freedom). Moreover, we maintain that your physical health is your most invaluable asset. Prioritizing it can do more than just help you live longer — it can positively impact your quality of life, bolster your vitality and…

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Follow this estate planning checklist

An estate plan outlines how you’d like your assets to be distributed upon your passing. It helps ensure that your wishes are upheld, your legacy is cemented and your loved ones are cared for. It can also spare your family from unnecessary confusion, conflict, and tax burdens. For these reasons and more, estate planning is…

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9 money-smart tips for young professionals

Today, young professionals must navigate a unique financial landscape. From a fluctuating economy to an increasingly competitive job market, understanding how to manage your finances effectively is more crucial than ever. Whether you’re tackling student debt, saving for a big expense that’s on the horizon or planning your next career move, these nine tips can…

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