Elise Murphy, CFP® Joins FPA Delegation


Representatives from five out of eight chapters of the Financial Planning Association in New York visited with state officials on Monday to discuss issues impacting financial services firms and their clients.  The delegation included Level's Elise Murphy, CFP®, who holds a seat on the board of the FPA of Western New York.  The group met with various officials in New York City, including officials from the NY State Attorney General's Office and the Department of Financial Services....

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Does the post-election stock market decline mean anything?


The decline in global markets since Tuesday’s presidential election probably has no bearing on the market’s long term prospects, said Richard Schroeder, CFP®, Chief Investment Officer of Level Financial Advisors. “Presidential elections, at worst, often have a short-term effect on stock prices,” Schroeder said. “Gains or losses due to the election usually persist for a few weeks to a few months. What really influences the stock market long-term is the strength of the world economy and the technological and operating innovations made by companies who are constantly striving to increase their profits.” Presidents themselves have very limited power to affect the economy, Schroeder also noted. U.S. presidents have to work with Congress and other interest groups to make changes to laws and regulations that affect businesses and the economy. Even then, businesses will continue to change and innovate in order to improve their sales and profits. “In the end, no current event – whether...

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Level Adds Senior Financial Advisor to Team

Winfred Jacob, CFP®, ChFC®

PRESS RELEASE Level Financial Advisors has announced that Win Jacob, CFP® has joined the firm as Senior Financial Advisor. Jacob will head Level’s 401k Department and will spearhead the firm’s retirement plan offering for small and mid-sized medical, legal, and other professional firms. Prior to joining Level, Jacob was a partner in Frontier Financial Group, LLC, a financial planning and investment management firm he co-founded in Wellsville, New York. He has also served as curriculum coordinator and full-time lecturer in the Financial Planning Department at Alfred State College.  He collaborated with Alfred State and the CFP® Board of Standards to design the curriculum and launch Alfred’s registered four-year undergraduate degree program in Financial Planning. “We are delighted to welcome Win to our growing financial planning team,” said Rosanne Braxton, CFP®, president of Level. “His expertise in planning – and especially in qualified retirement plans – will boost our efforts to serve small businesses throughout Western...

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Blueprint℠ Featured in Schwab Publication


PRESS RELEASE: Amherst, NY: Level Financial Advisors’ new Blueprint℠ service for younger investors with less than $250,000 to invest has been featured in a full-length article by Charles Schwab Advisor Services for the 7,000 independent registered investment advisors who custody their accounts at Schwab. The article described the advantages of Level’s proprietary Blueprint offering for high-earning individuals and families who are at the beginning of their lifetime financial journey. These clients traditionally have been underserved by the investment industry, where sophisticated financial planning and investment management advice was usually reserved for those who had already accumulated large sums to invest, said Michael Heburn, Level’s Chief Operating Officer. “We are trying to establish a relationship with our clients from the very beginning,” Heburn said. “We are targeting young, high earners and planting the seeds for future relationships when these folks get into their 40s and 50s.” Blueprint offers clients with as little as $5,000 a...

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