Uncategorized

Elevage Partners Offers Free Financial Advice to Furloughed Government Workers

Elevage Partners will offer complimentary financial advice to furloughed federal workers and their families affected by the ongoing government shutdown. “We are happy to be in a position to be able to help federal employees as they grapple with the financial impact of what has become the longest government shutdown in our nation’s history,” says…

Read More

Bad Behavior: The Lurking Enemy of Every Investor

The S&P 500 Index, the barometer of broad stock market performance in the United States, has generated a return of about 10 percent annually over the last three decades. So the typical investor must be doing well, right? Wrong. The average mutual fund investor has earned less than 4 percent annually due to a combination…

Read More

It’s Time to Consider Multiyear Tax Planning

The changes to tax law that took effect this year, including the near doubling of the standard deduction, mean you may benefit from multiyear tax planning. To reduce your tax bill, tax professionals say that individuals may want to change the pace of their charitable contributions, while business owners may want to spread out deductions…

Read More

Elevage Partners Opens Office in Park City, Utah

PARK CITY, Utah – Elevage Partners, a financial advisory and wealth management firm with offices in California, Connecticut and Massachusetts, has opened an office on Prospector Avenue in Park City. “We’re proud to be a part of the Park City community,” says Jeff Powell, founder and chief executive officer. “We were happy to contribute to…

Read More

Tips for Caring for Aging Parents

Caring for your aging parents is something you hope you can handle when the time comes, but it’s the last thing you want to think about. Whether the time is now or somewhere down the road, there are steps that you can take to make your life (and theirs) a little easier. Some people live…

Read More

Avoid Online Scams: Steps You Can Take to Be Vigilant

Earlier this year, the FBI issued a warning about evolving wire transfer email scams, which have hit the real estate industry particularly hard. From 2015 through 2017, there was a 1,100 percent rise in the number of real estate scams and a staggering 2,200 percent increase in reported monetary loss as a result. These statistics…

Read More

Introducing Our Newest Team Member and Park City Office

We’d like to introduce you to our newest team member, Client Service Representative Leah Sturgis. Leah joined Elevage Partners in August and is based in our new office in Park City, Utah. Born and raised in Park City, Leah recently was graduated with honors from Florida State University, where she earned a bachelor’s degree in…

Read More

This Year Consider a Twist on Holiday Gift-Giving

By Brian K. Case, Certified Financial Planner® While keeping up on my reading about the latest investing and planning developments, I was struck by an article on charitable giving and how it can make a difference in a world dominated by bad news and no shortage of good causes. Bruce DeBoskey, a philanthropy expert, came…

Read More

Understanding Disability Insurance – And Why You Need Coverage

If a disabling illness or injury were to prevent you from working for weeks, months or even years, how would you support yourself and your family? If disability strikes, you may discover that your most valuable asset isn’t your home or your savings – it’s your ability to earn a living. Group disability insurance can…

Read More