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.

When giving to charity, some make cash donations. Others want a more sophisticated strategy.
06/11/2026

When giving to charity, some make cash donations. Others want a more sophisticated strategy.

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial wo...
06/09/2026

Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial woes. Read more now.

Learn about the risks of not having health insurance in this informative article.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results.

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works ...
06/04/2026

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works best for your situation.

Compare different mortgage term lengths side by side to find the option that fits your budget.

Protect yourself from identity theft.
06/02/2026

Protect yourself from identity theft.

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Cyber attacks are a growing online threat, but the good news is that you can insure your business!
05/28/2026

Cyber attacks are a growing online threat, but the good news is that you can insure your business!

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:
05/21/2026

Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:

Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage

If you don’t have an estate strategy, here's some reasons why you should.
05/19/2026

If you don’t have an estate strategy, here's some reasons why you should.

Do you have an estate strategy? You should.

The key to healthcare in retirement might be a patchwork of different choices.
05/14/2026

The key to healthcare in retirement might be a patchwork of different choices.

What is your plan for health care during retirement?

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?
05/12/2026

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

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Nashville, TN
37217

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