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Commentary

What You Need to Know About Student Loan Forgiveness
Blog

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 …

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Smart Money Moves for Young Professionals During Uncertain Times
Blog

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 …

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Finance

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.

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Why-I-Became-A-Financial-Advisor-Jim-Shellenberger-Financial-Planner-Elevate-Wealth-Management-Sheridan-WY
Blog

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 …

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Finance

Commentary June 2022

This month we dive into reminders about the market and trying to refocus our perspective.

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Finance

Commentary May 2022

This month we dive into why we should think like a contrarian when it comes to investing.

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