Tariffs and Markets

The S&P 500 surged early and was up almost 5% near the end of February, then it dropped almost 20% over the next 6 weeks when large scale tariffs were first announced in early April.

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Financial Planning

Continued Growth

Our market outlook is generally optimistic. The outlook appears favorable, with opportunities in sectors like industrials and information technology, and we expect continued growth in the near term as the Federal Reserve becomes more accommodating.

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Financial Planning

A New Interest Rate Era Has Begun

The Bank of Canada reduced its benchmark interest rate three times in the last few months and there is a chance we will see further cuts this year. Are lower rates a good thing? Who would benefit and why are they doing this?

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Financial Planning

The Case for Private Debt

At Elevate Wealth, private debt investments have been a core holding in client portfolios for over a decade. They have helped provide more consistent returns with less volatility. Here is a more detailed look at what we mean by private debt.

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Financial Planning

Buying Tesla – With a Twist

A few months ago, we purchased Tesla (TSLA) shares in our QW Select Enhanced Global Equity Fund. Our view was that Tesla had been unfairly beaten down and that there was a strong chance it would rebound once some positive news started occurring. However, this is how we used options to reduce some of the risk.

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Financial Planning

The Importance of a Power Of Attorney

A Power of Attorney is a critical component of estate planning for every adult. Establishing a POA empowers children or trusted individuals to act on your behalf when you cannot, ensuring that your wishes are respected and upheld.

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Financial Planning

Preparing the Next Generation for Wealth

Most people turn to a financial advisor for a tax-efficient estate plan to ensure their heirs inherit as much as possible. By investing in the preparation and education of heirs, families can safeguard their legacy and ensure that wealth endures as a force for good in the generations to come.

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Financial Planning

Governments and Central Banks Ignore a Core Lesson

What are the links between money printing and inflation? How does money printing and inflation affect the average person?

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Financial Planning

Your Ideal Outcome for 2024

As you start the new year, what will increase your chances of achieving the outcomes you desire and avoid the risks of not reaching them?

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Financial Planning

Funded Contentment

What does happiness mean to you? Aligning your spending with the things that bring you joy, can lead to a more fulfilling life. Our latest blog explores the key questions to ask in retirement planning to help you plan for a sustainable lifestyle. A lifestyle centered around activities that you enjoy.

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Financial Planning

Achieving Financial Confidence

Rob Parrish was recently interviewed by Wealth Professional. We thought it was worth sharing the article as it does a fairly good job of capturing the vision and values that drive our team. Clients seem to agree with our approach as almost 80% have been with us for over 20 years. That speaks volumes about the depth of the relationships and the level of trust that has been built up over time.

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Financial Planning

Cybersecurity in a Rapidly Changing World

Cybersecurity threats are constantly evolving. It is important to understand how you can protect your online safety and privacy. It is also important to understand how your accounts at Q Wealth are further protected.

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Elevate Wealth

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Financial Planning

Tariffs and Markets

Continued Growth

A New Interest Rate Era Has Begun

The Case for Private Debt

Buying Tesla – With a Twist

The Importance of a Power Of Attorney

Preparing the Next Generation for Wealth

Governments and Central Banks Ignore a Core Lesson

Your Ideal Outcome for 2024

Funded Contentment

Achieving Financial Confidence

Cybersecurity in a Rapidly Changing World

TheElevate Wealth

BLOG

Financial Planning

Tariffs and Markets

Continued Growth

A New Interest Rate Era Has Begun

The Case for Private Debt

Buying Tesla – With a Twist

The Importance of a Power Of Attorney

Preparing the Next Generation for Wealth

Governments and Central Banks Ignore a Core Lesson

Your Ideal Outcome for 2024

Funded Contentment

Achieving Financial Confidence

Cybersecurity in a Rapidly Changing World

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Elevate Wealth