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Most people treat their tax return like a receipt.File it. Store it. Forget it.But what if your return is actually one o...
05/14/2026

Most people treat their tax return like a receipt.
File it. Store it. Forget it.

But what if your return is actually one of the clearest planning documents you’ll receive all year?

In this week’s article, Jeff Powell explores how tax returns can reveal planning opportunities tied to 𝐑𝐨𝐭𝐡 𝐜𝐨𝐧𝐯𝐞𝐫𝐬𝐢𝐨𝐧𝐬, 𝐜𝐚𝐩𝐢𝐭𝐚𝐥 𝐠𝐚𝐢𝐧𝐬, 𝐫𝐞𝐭𝐢𝐫𝐞𝐦𝐞𝐧𝐭 𝐢𝐧𝐜𝐨𝐦𝐞, 𝐚𝐧𝐝 𝐟𝐮𝐭𝐮𝐫𝐞 𝐭𝐚𝐱 𝐟𝐥𝐞𝐱𝐢𝐛𝐢𝐥𝐢𝐭𝐲 long before next April arrives.

The question isn’t what last year’s return says.
It’s what it’s telling you to change next.

Read more here: https://elevagepartners.com/what-april-just-told-you/

At Elevage Partners, we anticipate—we prepare

Your tax return is a planning document. Most people don’t read it that way. By Jeff Powell, CEO Elevage Partners | May 12, 2026 The clients who get the most out of tax season are the ones who don’t treat it as the end of something. For most people, April 15 is a finish line. […]

If something happened tomorrow…what would you not be able to access?It’s probably not what you think.This is one of the ...
04/14/2026

If something happened tomorrow…
what would you not be able to access?

It’s probably not what you think.

This is one of the most overlooked risks we see.

More here:

By Lori Powell, President Elevage Partners | April 12, 2026 It usually doesn’t start with the first try. It starts with what comes next. A bill that needs to be paid. A credit card that doesn’t go through. A login screen asking for a password you don’t have and never needed before. And suddenl...

You already know oil is up. You felt it at the pump.The question is what you do next with your investments, and right no...
03/31/2026

You already know oil is up. You felt it at the pump.
The question is what you do next with your investments, and right now, the most common answer is also the most expensive one.

Our CEO, Jeff Powell, wrote this week about why market stress that shows up in your daily life: the grocery bill, the utility notice, the gas receipt, triggers a very specific and very human impulse to act. And why that impulse, however understandable, tends to work against you.

It’s a short read. If you’ve been having this conversation at your own kitchen table, it’s worth a few minutes.

READ: The Most Expensive Conversation at Your Kitchen Table → https://elevagepartners.com/the-most-expensive-conversation-at-your-kitchen-table/

Elevage Partners is a fee-only, fiduciary advisory firm. No commissions. No products to sell. Just independent guidance built around what matters most to you.

By Jeff Powell, CEO Elevage Partners | March 31, 2026 You felt it before you opened a single account statement. The number on the gas pump. The grocery bill that runs higher than it should. The utility company’s notice sitting on the counter. Four weeks into the U.S.-Israeli conflict with Iran, th...

Markets traded erratically today as investors reacted to rapidly changing headlines surrounding developments in the Midd...
03/09/2026

Markets traded erratically today as investors reacted to rapidly changing headlines surrounding developments in the Middle East.

When global events move this quickly, it’s natural for investors to pause and consider how the news may intersect with financial markets and their investment portfolios.

Earlier today we published a commentary reflecting on these real-world moments when lead stories shift suddenly and 𝘤𝘢𝘶𝘴𝘦 𝘪𝘯𝘷𝘦𝘴𝘵𝘰𝘳𝘴' 𝘲𝘶𝘦𝘴𝘵𝘪𝘰𝘯𝘴 𝘵𝘰 𝘤𝘩𝘢𝘯𝘨𝘦. You can read it here:
https://elevagepartners.com/war-in-the-middle-east-what-it-means-for-your-portfolio/

At Elevage Partners, we anticipate—we prepare.

By Thierry Hasse, Chief Investment Officer Elevage Partners | March 9, 2026 As March is unfolding, the questions on investors’ minds are not the questions they were asking in February. A month ago, the conversation in markets was about the adoption of artificial intelligence, the timing of Federal...

When the world shifts overnight, investors feel it.This weekend’s U.S. strikes on Iran added a new layer of geopolitical...
03/02/2026

When the world shifts overnight, investors feel it.

This weekend’s U.S. strikes on Iran added a new layer of geopolitical uncertainty. Headlines move fast. Markets respond.

But 𝒑𝒐𝒓𝒕𝒐𝒍𝒊𝒐𝒔 𝒔𝒉𝒐𝒖𝒍𝒅𝒏’𝒕 𝒃𝒆 𝒃𝒖𝒊𝒍𝒕 𝒐𝒏 𝒉𝒆𝒂𝒅𝒍𝒊𝒏𝒆𝒔.

In this week’s message, we explain what we’re watching, and why disciplined structure matters more than reaction.

If you’re a client, this was written for you. If you’re not, and you value disciplined thinking over reactive decision-making, we believe you’ll find it helpful.
Read here:
🔗 https://elevagepartners.com/when-the-world-shifts-overnight-what-the-iran-strikes-mean-for-your-portfolio/

At Elevage Partners, we anticipate—we prepare.

By Jeff Powell, CEO Elevage Partners | March 2, 2026 By now you’ve seen the headlines. Over the weekend, the United States and Israel launched coordinated strikes on Iran. The situation is evolving by the hour, and we wanted to write directly rather than let you wonder where things stand. Before w...

Last week’s headlines felt like a turning point. GDP disappointed. Inflation surprised to the upside. A Supreme Court ru...
02/23/2026

Last week’s headlines felt like a turning point.

GDP disappointed. Inflation surprised to the upside. A Supreme Court ruling reshaped tariff authority — and new tariffs followed within hours.

So the real question becomes:
𝐒𝐡𝐨𝐮𝐥𝐝 𝐚𝐧𝐲 𝐨𝐟 𝐭𝐡𝐢𝐬 𝐜𝐡𝐚𝐧𝐠𝐞 𝐡𝐨𝐰 𝐲𝐨𝐮 𝐭𝐡𝐢𝐧𝐤 𝐚𝐛𝐨𝐮𝐭 𝐲𝐨𝐮𝐫 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬?

In this week’s commentary, CEO Jeff Powell steps back from the noise to explain what actually shifted and what disciplined investors should be paying attention to instead. It’s a thoughtful perspective designed to help you stay grounded when markets and policy move quickly.

👉 Read the full commentary: https://elevagepartners.com/the-week-that-looked-worse-than-it-was/

At Elevage Partners, we anticipate — we prepare.

By Jeff Powell, CEO Elevage Partners | February 22, 2026 Friday was a busy day for economic news, and the weekend didn’t slow down. Between a GDP miss, a hotter-than-expected inflation reading, a landmark Supreme Court decision, and a presidential response that unfolded over 24 hours, there was no...

Tax season feels easier… 𝐮𝐧𝐭𝐢𝐥 𝐲𝐨𝐮 𝐫𝐞𝐚𝐥𝐢𝐳𝐞 𝐲𝐨𝐮’𝐫𝐞 𝐦𝐢𝐬𝐬𝐢𝐧𝐠 𝐨𝐧𝐞 𝐟𝐨𝐫𝐦.If you’re gathering documents right now, our checklis...
02/20/2026

Tax season feels easier… 𝐮𝐧𝐭𝐢𝐥 𝐲𝐨𝐮 𝐫𝐞𝐚𝐥𝐢𝐳𝐞 𝐲𝐨𝐮’𝐫𝐞 𝐦𝐢𝐬𝐬𝐢𝐧𝐠 𝐨𝐧𝐞 𝐟𝐨𝐫𝐦.

If you’re gathering documents right now, our checklist may save you more time than you think.

We’re sharing a practical guide to help you stay organized, avoid last-minute surprises, and make sure critical details don’t slip through the cracks — from W-2s and 1099s to retirement distributions, charitable giving, and even energy-efficient home upgrades.
Whether you’re working with a tax professional or filing on your own, a little preparation now can make the entire process smoother.

👉 Download the checklist here and use it as your personal tax-prep companion: https://elevagepartners.com/get-your-tax-planning-checklist/

At Elevage Partners, preparation isn’t just about filing on time — it’s about helping you move forward with clarity and confidence.

2025 Tax Return Filing Guide

Are markets signaling a soft landing or quietly warning of something else?This week’s CIO commentary explores the mixed ...
02/17/2026

Are markets signaling a soft landing or quietly warning of something else?

This week’s CIO commentary explores the mixed messages investors are navigating right now: resilient labor data alongside stubborn inflation, a bond rally that equities aren’t fully embracing, and growing scrutiny around AI-driven capital spending. When markets send conflicting signals, the real work is separating short-term reactions from the trends that may shape what comes next.

Read the full update here: https://elevagepartners.com/mixed-signals-from-the-labor-market-and-inflation-data-keep-fed-policy-path-uncertain/

At Elevage Partners, we anticipate—we prepare.

By Thierry Hasse, Chief Investment Officer Elevage Partners | February 16, 2026 Recent economic data delivered an uneven picture for investors trying to gauge the Federal Reserve’s next moves. The latest employment report showed continued labor market resilience, with steady job gains and an unemp...

Markets have a way of reminding investors that what feels stable can shift quickly, especially when too many people crow...
02/03/2026

Markets have a way of reminding investors that what feels stable can shift quickly, especially when too many people crowd into the same idea at the same time.

In this week’s commentary, our Chief Investment Officer, Thierry Hasse, reflects on last week’s sharp moves across precious metals, currencies, and equities—and what they reveal about 𝒄𝒓𝒐𝒘𝒅𝒆𝒅 𝒕𝒓𝒂𝒅𝒆𝒔, monetary policy expectations, and market discipline.

We also outline what we’re watching this week as earnings season continues, and key economic data comes into focus.

👉 Read the full commentary here: https://elevagepartners.com/beware-of-crowded-trades-when-popular-positions-unwind/

At Elevage Partners, we anticipate—we prepare.

By Thierry Hasse, Chief Investment Officer Elevage Partners | February 2, 2026 Every week brings new information for markets to digest, and the past several days offered a clear reminder of how quickly investor enthusiasm can shift. Across several asset classes — including artificial intelligence ...

𝐒𝐞𝐯𝐞𝐧 𝐝𝐚𝐲𝐬. 𝐓𝐡𝐫𝐞𝐞 𝐝𝐫𝐢𝐯𝐞𝐫𝐬. 𝐎𝐧𝐞 𝐪𝐮𝐞𝐬𝐭𝐢𝐨𝐧: 𝑾𝒉𝒂𝒕’𝒔 𝒂𝒄𝒕𝒖𝒂𝒍𝒍𝒚 𝒎𝒐𝒗𝒊𝒏𝒈 𝒎𝒂𝒓𝒌𝒆𝒕𝒔 𝒓𝒊𝒈𝒉𝒕 𝒏𝒐𝒘?Last week, investors had to weigh comp...
01/27/2026

𝐒𝐞𝐯𝐞𝐧 𝐝𝐚𝐲𝐬. 𝐓𝐡𝐫𝐞𝐞 𝐝𝐫𝐢𝐯𝐞𝐫𝐬. 𝐎𝐧𝐞 𝐪𝐮𝐞𝐬𝐭𝐢𝐨𝐧: 𝑾𝒉𝒂𝒕’𝒔 𝒂𝒄𝒕𝒖𝒂𝒍𝒍𝒚 𝒎𝒐𝒗𝒊𝒏𝒈 𝒎𝒂𝒓𝒌𝒆𝒕𝒔 𝒓𝒊𝒈𝒉𝒕 𝒏𝒐𝒘?

Last week, investors had to weigh competing forces at once: tariff threats aimed at allies, a sharp move in long-dated Japanese yields, and a U.S. market rebound fueled as much by headlines as by fundamentals.

In this week’s commentary, CIO Thierry Hasse breaks down what mattered, and what we’re watching as earnings from major bellwethers take center stage.

If you’re trying to separate signal from noise, this is a clear read.
👉 Read the article: https://elevagepartners.com/when-geopolitics-collides-with-hard-financial-realities/

At Elevage Partners, we anticipate—we prepare.

By Thierry Hasse, Chief Investment Officer Elevage Partners | January 27, 2026 For U.S. investors wondering what “Greenland becoming part of the United States” would look like, Mother Nature offered a preview this past weekend. A major winter storm swept across much of the country, combining hea...

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