Elevant Insights

In August, Michael Riggs a Senior Strategist with State Street Global Advisors joined us as we discussed where the market has been, where it is now and what to look for as we approach the last quarter of 2023.

Being charitably inclined not only does good to our hearts, but to our taxes as well.  In this months Elevant Insight, Joseph D Popplewell J.D., LL.M founder of Popplewell Law joined us as we explored the ways to accelerate our charitable gifting from both a tax and legacy palnning persepective. 

Taxes, everyone's favorite topic! In this espisode we are joined by Jared Heward, CPA, CVA, partner at Howe and Heward. We discuss how to proactively plan for taxes as well as highlight a few strategies that are very relevant to retirees.

We are joined by Nick Cosinteno, CEO and CMO of Live Luxe Travel, Co. As luxury travel advisors, Live Luxe assists their clients in planning and booking the vacations of their dreams. We discussed with Nick the best kept secrets and insights on the why, when, and how to travel the globe in style! 

In March of 2023, we were joined by Pete Eisenrich, CFA. Pete is the Vice President and Senior Client Portfolio Manger at Clak Capital Management Group. Pete answered some common questions that clients were asking regarding not just where the market has been, but what is driving the market today and where we could expect the market to go in the coming months. 

With interest rates increasing and the COVID real estate craze subsiding, real estate is a sector that is certainly one to watch. In February's episode of Elevánt Insights, we were joined by Matt DeFerdinando, Senior Regional VP of Blue Rock Capital Markets. We dove into the current real estate markets and explored the outlook of different types of real estate investing. If real estate has been on your mind then this will be one you will not want to miss.

At Elevánt Wealth we are passionate about living financially free; but what is Financial Freedom if we do not have our health?! In this episode, we are joined by locally renowned Cardiologist Dr. Reed Harris. We dive with him into preventions of common diseases that plague America and cause significant loss of quality in life.