Elevánt Insights

 In this episode of Elevánt Insights, we are joined by special guest Sara Jones, CPA, to navigate the 2026 tax season and highlight key considerations taxpayers should keep in mind. Sara breaks down important updates, planning strategies, and common pitfalls to avoid, offering valuable perspective for individuals and families looking to manage their tax obligations while staying focused on long‑term financial goals.

In this episode of Elevánt Insights, we are joined by special guest Michael Arone of State Street to break down the key market themes that defined 2025 and explore what may lie ahead for investors. This conversation offers valuable perspective for investors navigating uncertainty while staying focused on long‑term financial goals.

In this episode of Elevánt Insights we are joined by Matty DiFerdinando from Blue Rock Capital joins the Elevánt Wealth team to explore current market trends, emerging opportunities, and smart strategies for building wealth through real estate. Whether you're a seasoned investor or just getting started, this episode offers valuable insights into navigating today’s property landscape.

In this episode of Elevánt Insights we are joined by Brie Williams from State Street Global Advisors joins the Elevánt Wealth team to share expert insights on economic trends, investor sentiment, and key factors shaping the financial landscape. Whether you're planning for retirement or managing investments, this episode offers valuable perspective on what’s ahead.

In this episode of Elevánt Insights Brian Scott and Dan King from Elevánt Wealth break down five of the most common retirement planning missteps and share expert strategies to help you retire with confidence. Avoiding a few key mistakes can make all the difference.

In this episode of Elevánt Insights we are joined by guest speaker Sara Jones, to share practical strategies for helping children build smart money habits from a young age. By teaching kids how to make smart money choices early, you're giving them a lifelong advantage in confidence, independence, and financial well-being.

In this episode of Elevánt Insights we five into today’s digital world, cyber threats are everywhere, but you don’t have to be a tech expert to stay safe. Join us in this essential webinar as we break down Cyber Safety 101: simple, actionable steps to protect your personal and financial information online.

In this episode of Elevánt Insights, we sit down  to break down the key market movements from Q1 2025 and explore what lies ahead for investors. From economic indicators to portfolio positioning strategies, this update delivers actionable insights for financial advisors and investors navigating today’s dynamic landscape.

In this episode of Elevánt Insights, we sit down with Lance King, MBA of Xfit, to explore the powerful connection between personal health and business success. Lance shares his transformative journey in health and fitness, revealing the key lessons he's applied to entrepreneurship, family life, and long-term well-being.

In this episode of Elevant Insights, we are joined by Mary Kate Clement, Vice President of Government Relations at LPL Financial, and John Cronin, Vice President of Government Relations at Financial. They will discuss the market in relation to retirement and analyze the current state of the market under the new administration.

In this episode of Elevánt Insights, we are joined by Dr. JoAnne Feeney, Portfolio Manager at ACM. We will discuss the current state of the market as we enter 2025.

In this episode of Elevánt Insights, we are joined by Dr. Monique Middlekauff, PhD, RCEP, CSCS. for a discussion on Physical Activity with Aging.

In this episode of Elevánt Insights, we are joined by Jason Jacobia, LCSW, Regional Manager at LDS Family Services for a discussion on Money and Mental Health.

In this episode of Elevánt Insights, Brian Scott, CRPC® and Dan King, CFP®, ChFC® answer your questions about year-end tax planning.

In this episode of Elevánt Insights, we are joined by Peter Eisenrich, CFA® and Vice President and Senior Client Portfolio Manager at Clark Capital’s Investment Consultants for a market update.

In this episode of Elevánt Insights, we are joined by David Wilcox, Broker/Founder at Magic Valley Insurance in Twin Falls, ID , for a discussion on Social Security and Medicare.

In this episode of Elevánt Insights, we are joined by Steve Parrish, JD, RICP©, CLU©, ChFC©, AEP©, and Professor of Practice and a Scholar in Residence at The American College of Financial Services, for a discussion on generating income in retirement.

In this episode of Elevánt Insights, we are joined by Michael Arone, CFA, and Chief Investment Strategist for the SPDR® Americas Business at State Street Global Advisors for a market update.

In this episode of Elevánt Insights, we are joined by Dr. JoAnne Feeney, Portfolio Manager at ACM. We will discuss the current state of the market as we enter the second quarter of 2024, as well as its history.

In this month's episode of Elevánt Insights, we are joined by Robin Stanhope, a retired travel agent from Desert Sun Travel in Twin Falls, ID. Robin brings a wealth of insider knowledge on how to simplify travel.

In this episode of Elevánt Insights, we are joined by Sean Minor SVP at Capital Group as we discuss how the market reacts during an election year.