Josh Marcum, Financial Advisor at Elevation Wealth Advisors

Josh Marcum, Financial Advisor at Elevation Wealth Advisors Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

www.finra.org, www.sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Data breaches are becoming increasingly common in today's digital world. Make sure you're prepared with this helpful che...
09/08/2026

Data breaches are becoming increasingly common in today's digital world. Make sure you're prepared with this helpful checklist of steps to take if you've experienced a breach. Stay informed, change passwords, monitor credit accounts, and more.

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Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gaine...
09/04/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2

09/03/2026

Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.

Worried that inflation may rise in the years ahead? You’re not alone.
09/01/2026

Worried that inflation may rise in the years ahead? You’re not alone.

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

Even if you’re young and single, you should still consider protecting yourself with insurance.
08/27/2026

Even if you’re young and single, you should still consider protecting yourself with insurance.

Even if you’re young and single, you should still consider protecting yourself.

08/25/2026

Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.

Test your estate strategy knowledge with this short quiz.
08/20/2026

Test your estate strategy knowledge with this short quiz.

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

If you’re a business owner and don’t have a Business Owner's Policy, you could be making a huge mistake.
08/18/2026

If you’re a business owner and don’t have a Business Owner's Policy, you could be making a huge mistake.

Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.

Your insurance needs don’t stay the same when the nest empties, but what changes?
08/13/2026

Your insurance needs don’t stay the same when the nest empties, but what changes?

Do your insurance needs stay the same when the nest empties?

SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?
08/11/2026

SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?

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404 BNA Drive , Suite 404
Nashville, TN
37217

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