Commentary January 2023
There are changes coming to retirement plans in 2023. Stay up to date with this quarter’s breakdown of what to expect for 2023.
3 Self-Retirement Plans Small Business Owners in Sheridan, WY, Should Know About
By Jim Shellenberger, CFA, CFP® Small business owners have a lot to think about: daily business operations, attracting and retaining both customers and employees, and managing cash flow are just a few that top the list. When you add retirement planning to the mix, it can feel downright overwhelming. Thankfully there are many retirement plans …
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Wishing You Happy Holidays From Our Team!
By Jim Shellenberger, CFA, CFP® Happy Holidays from our team at Elevate Wealth Management! Although this year had its ups and downs, one thing that never wavered is our gratitude for clients like you. We appreciate your ongoing trust in us and the opportunity to provide exceptional service. It’s always our top priority to help …
Should I Do a Roth Conversion?
By Jim Shellenberger, CFA, CFP® Retirement is a major milestone, and achieving a successful retirement requires decades of planning and saving. There are several ways to save; one of the most common is a Roth IRA. A Roth IRA comes with certain tax benefits, but there are some important differences between a Roth IRA and …
Approaching Your Financial Future As a Team (Video)
It’s no secret that finances can be a major source of conflict between partners. We at Elevate Wealth Management want to change that. We believe that when couples discuss finances together and work as a team, they can build a stronger financial future. Here are 5 questions to go over together as you approach your …
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Commentary September 2022
If you are feeling more pain this year with your investments, you are not alone. This month we dive into some reasons why that may be and remind you to try and be contrarian when it comes to investing.
What You Need to Know About Student Loan Forgiveness
By Jim Shellenberger, CFA CFP® After months of speculation, on August 24th, 2022, President Biden announced a plan to forgive student loans for borrowers who meet certain criteria. The plan also includes a final extension of the national student loan payment pause, which will delay further payments until January 2023. With payments on hold and …
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Smart Money Moves for Young Professionals During Uncertain Times
By Jim Shellenberger, CFA, CFP® Change is a normal part of life, whether we like it or not. But the colossal amount of uncertainty we experienced these past two years has impacted us more than the typical and natural life changes. As a nation recovering from a global pandemic, we’ve had many stark reminders of …
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Commentary July 2022
This month we look at how the average investor has performed in the past along with some data that may give us some comfort about where we are today and where we may be headed in the stock market.
Why I Became a Financial Advisor
By Jim Shellenberger, CFA,CFP ® Some things in life captivate us from a young age and never stop fascinating us. For me, that something is finance. I grew up in a household that constantly talked about finances and I have always been interested in that world. In high school, I had a sports mentor who …