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Commentary

Finance

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.

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Sheridan, WY
Blog

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 …

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2022-12 Jim Shellenberger
Blog

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 …

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Roth Conversion
Blog

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 …

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Jim Shellenberger Video
Blog

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 …

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Finance

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.

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