In this month's Elevate Monthly Roundtable, join hosts Tom Damon (Investment Operations Specialist and CFA Level 1 candidate), Shane Fleury (Chief Investment Officer), Ken Armstrong (Co-Founder and planning expert), and Kyle Lottman (Wealth Management Advisor and CFA charter holder) for a real-time discussion recorded live on May 21, 2026.

The conversation opens up by addressing market index's and their latest valuations. The pros and cons of valuations are discussed along with any implications for the markets. Shane discusses Quality stocks and the criteria used to define them. Within this context, NOW is discussed.

There was a recent article by NBC out about an annuity holder with a bad outcome. Kyle and Ken review this story and how annuities can be used within a retirement plan and what may have taken place to result in the bad outcome highlighted.

Lastly, the SpaceX IPO is touched on but left for the next episode when the IPO hits. In this discussion, some financials are discussed and how the S-1 reads like a fantasy novel. Surely the IPO is going to provide some excitement and will provide for lively discussion in the next episode.

Whether you're a client, business owner, or independent investor, this episode delivers rare, behind-the-scenes insights from a highly credentialed team committed to fiduciary wealth stewardship. Educational, transparent, and refreshingly honest—no hype, just thoughtful analysis.

Next episode: Thursday, June 18, 2026 with a deeper look at SpaceX and more.

Views expressed are those of the speakers as of the recording date and subject to change. For educational purposes only. Investing involves risk of loss. Contact Elevate Capital Advisors for personalized advice.