From the Desk of Kelli…

2 Years of What? It has now been 2 years since we opened the doors to Longevity Wealth. No congratulations are due, but instead admiration for those that paved the way for me to become a female financial planner and wealth manager. There are several brilliant minds who encouraged me to continue my quest to […]

Read More

Quarterly Economic Update

In this Q1 recap: Global financial markets rattled by the Russian invasion of Ukraine. Inflation pressures rise as oil prices surge and supply chains become further stressed. The Federal Reserve is taking its first steps toward monetary normalization. A review of Q1 2022 THE QUARTER IN BRIEF Financial markets abhor uncertainty, and Russia’s invasion of […]

Read More

From the Desk Of Kelli…

Sometimes You Just Have to Get on The Floor! There are so many things I SHOULD be doing that I don’t. Every day I receive reminders of these through my different morning readings and if allowed could really drag me down and reinforce my negative self-talk. Today was no different but the reminder was my […]

Read More

Now Hiring

Job Posting Longevity Wealth Job Description: Client Service Associate Longevity Wealth is a unique Financial Planning Firm in North Bend that is looking to hire a part time contract employee. We have a small office in downtown North Bend with an excellent and supportive work environment.  We assist clients in many areas of their financial […]

Read More

Russia and Ukraine: On the Edge

Due to intensifying geopolitical tensions, the S&P 500 closed in correction territory for the first time in nearly two years on February 22. Please join Raymond James Chief Investment Officer Larry Adam; Washington Policy Analyst Ed Mills; Director of Equity Portfolio & Technical Strategy Mike Gibbs; and Energy Analyst Pavel Molchanov as they discuss the impacts […]

Read More

Make data privacy a priority in 2022

TECHNOLOGY AND INNOVATION As our lives become more digitally integrated, our data becomes more valuable. Often, data collectors say that the vast amount of information they take in is tightly secured or anonymized before it is packaged and resold. However, MIT researchers discovered in 2018 that individuals could be identified by combining two anonymized data […]

Read More