Steven Elwell Discusses Dow 20K on WIVB Channel 4

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Level Financial Vice President, Steven Elwell, CFP® appeared on WIVB Wednesday night to discuss the impact of the Dow Industrial Average crossing the 20,000 mark for the first time. In the report he noted that good economic reports typically create positive outcomes in the market. "There's been some really good economic reports that have come out since the election and those probably would have caused the stock market to go up anyway," Elwell stated. "Along with that there's been some good company earnings that have been released so companies are making more money and more profits, so that generally causes stocks to go up as well," he added. He cautioned investors though, noting that the 20K record is more of a "psychological boost" than any real indicator of future results. Investors with long term goals should not alter their plans based on one index reaching...

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Level Philanthropic Programs Featured in Wall Street Journal


The Wall Street Journal today featured Level Financial Advisors in a story about how advisory firms are getting creative with volunteer and philanthropic efforts. The story focuses on how advisory firms are working to court a millennial work force that puts extra emphasis on giving back to the community. Half of the firm’s six CERTIFIED FINANCIAL PLANNER™ professionals are under the age of 35 and nearly half of the company’s workforce are part of the millennial generation. The story quotes Level's Vice President Steven Elwell, CFP® on the firm’s efforts to bolster its charitable footprint. “Millennials want to work hard, give back and work somewhere that supports them and their causes,” Elwell told the Journal. The firm has participated in the United Way Day of Caring for the first time in 2016 by giving employees a paid day off to help with a local Meals on Wheels program. The firm also adopted...

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