9 tips for embracing your next chapter
Retirement represents a new chapter in your personal journey. It’s an opportunity to explore, learn and enjoy life at your own pace. Prior to retirement, your career likely played a starring role in your life, providing you with structure and (hopefully) a sense of fulfillment. Once you’ve stepped away from work and into your well-earned…
Read MoreIs 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 MoreTake time to create a financial checklist in 2024
It’s hard to believe that 2024 is just around the corner, but it will be here before you know it. After the holiday rush, the start of a new year is always a good time to review your finances. Here’s a six-step checklist you can use to help you get started. Make Sure You’re on…
Read MoreIn 2024, make sure your workplace retirement account contributions are up to date
The beginning of the new year is a good time to check your workplace retirement accounts to review your contributions. For 2024, the contribution limit for 401k, 403b and 457 workplace retirement plans is $23,000, up from $22,500 in 2023. If you’re age 50 or over, you can contribute an extra $7,500. For traditional and…
Read MoreThird quarter 2023 market commentary
Despite headwinds from rising interest rates, stubborn inflation, and uncertainty in the markets, the US economy remained shockingly resilient throughout the first nine months of the year. Evidence of this resilience can be seen in the labor market, which has boasted an unemployment rate between 3.4% and 3.8% over the last few quarters — flirting…
Read MoreElevage Partners welcomes new team member Lola Rogich
We are thrilled to introduce you to Lola Rogich, our new receptionist and client services representative based in our Show Low, Ariz., office. In addition to her role greeting clients at the front desk, Lola will be the primary voice you hear when you call Elevage Partners. Lola will direct your inquiries to the right…
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