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About elvatewpadmin

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So far elvatewpadmin has created 26 blog entries.

Financial Check-Up

2021-08-25T12:31:26-06:00

Financial Check-Up When you enrolled in your health plan chances are your insurance company sent you information about preventative management of your health.  Ideas that include- getting regular checkups, eating healthy and other tips to prevent illness from creeping in. This leads me to pose a question- when was the last [...]

Financial Check-Up2021-08-25T12:31:26-06:00

Commentary July 2021

2021-09-30T11:46:07-06:00

“Just Give it Away.” – George Strait Jim Shellenberger, CFA | Financial Advisor George Strait sings about a heartbroken man whose wife is leaving him, refusing to take anything with her. Instead, she tells him to “just give it all away”: the picture from their honeymoon, their king-sized bed, her diamond [...]

Commentary July 20212021-09-30T11:46:07-06:00

Service Offerings

2021-06-29T14:37:13-06:00

Service Offerings We offer a wide range of personalized options to help you achieve your investment goals.   Ready to talk? Please reach out to set up an appointment.

Service Offerings2021-06-29T14:37:13-06:00

Megan Cook Press Release

2021-06-30T08:46:55-06:00

Megan Cook, CFP® Joins Elevate Asset Management as a Financial Advisor Cook joins Elevate Asset Management to Strengthen Team June 29, 2021 | For Immediate Release                                                           (Sheridan, WY – June 2021) Elevate Asset Management has hired Megan Cook, CFP®, to provide financial planning, guidance, and investment advice to individuals, foundations, [...]

Megan Cook Press Release2021-06-30T08:46:55-06:00

Commentary_May_2021

2021-05-13T11:03:02-06:00

“I'm takin' control of my life now.” – Tom Petty  Jim Shellenberger, CFA | Financial Advisor In Tom Petty’s song “Two Gunslingers,” two gunfighters in the street realize they don’t want to fight anymore. As a concept, it is very much like the dilemma many of us continually face when we [...]

Commentary_May_20212021-05-13T11:03:02-06:00

April 2021 Commentary

2021-04-27T11:48:03-06:00

"It's hard to be humble, when you're perfect in every way." - Mac Davis  Jim Shellenberger, CFA | Financial Advisor I first heard “It’s Hard to Be Humble,” performed by Willie Nelson, but later discovered that Mac Davis is the original singer / song writer. If you haven’t heard it, give [...]

April 2021 Commentary2021-04-27T11:48:03-06:00

March 2021 Commentary

2021-04-27T11:44:35-06:00

"Invisible Touch" - Phil Collins   Jim Shellenberger, CFA | Financial Advisor In 1986, Phil Collins sang, “She has a built-in ability to take everything she sees.” During tax season, I often think of those words, and if it weren’t for the title of the song, I’d say the lyrics are [...]

March 2021 Commentary2021-04-27T11:44:35-06:00

February 2021 Commentary

2021-04-27T11:48:06-06:00

"I Said 'Hey, a-what's going on?'" - 4 Non Blondes  Jim Shellenberger, CFA | Financial Advisor This last month, the drama that we watched unfold between hedge funds and Reddit users battling over GameStop left for an entertaining story. Reddit users banded together to try and take down the hedge funds [...]

February 2021 Commentary2021-04-27T11:48:06-06:00

January 2021

2021-04-27T11:48:13-06:00

“Hey, Hey, Hey, Goodbye” – Steam Jim Shellenberger, CFA | Financial Advisor If you have watched Remember the Titans, this song is quite memorable. It is a good representation of many people’s view of 2020 as we enter 2021. We know that a new year won’t magically [...]

January 20212021-04-27T11:48:13-06:00

October 2020 Commentary

2021-04-27T11:48:16-06:00

"I Got Nobody to Blame but Me"- Chris Stapleton Jim Shellenberger, CFA | Financial Advisor Sometimes we are our own worst enemy. When it comes to making financial decisions, our cognitive and emotional biases can help us or hinder us in making the best decisions. Our cognitive [...]

October 2020 Commentary2021-04-27T11:48:16-06:00
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