Level's Michael Angelucci, CFP®, MBA joined WBEN this morning to discuss a new rule change regarding 529 accounts and Roth conversions Click Here to Listen...
Read MoreLevel's Michael Angelucci, CFP®, MBA joined WBEN this morning to discuss a new rule change regarding 529 accounts and Roth conversions Click Here to Listen...
Read MoreLike many Americans, I recently received a letter from a financial institution, in this case my bank, informing me of a data breach with one of their third-party vendors called MOVEit. The MOVEit software is a file transfer system that is used globally. There was a vulnerability in the software that allowed hackers to steal files containing sensitive customer data from many companies including government agencies, healthcare firms, insurance companies, law firms, and major financial institutions. Even companies that did not directly experience a breach of their internal systems may have had data compromised through external service providers. We should note that some of the largest financial services companies in the world have been impacted, including Charles Schwab and TIAA (TD Ameritrade, which merged with Schwab, was impacted). See Schwab’s statement on the breach here: https://www.aboutschwab.com/international-moveit-hacking-incident At Level Financial Advisors, some clients have reached after receiving similar letters. At the heart of these...
Read MoreJoin Tamme Nash and Level Financial Advisors for this 60-minute overview of Medicare, enrollment requirements, and important tips to avoid penalties.
Level’s Steven Elwell, CFP®, discusses second quarter market performance in this video.
Mathieu Pellerin, PhD Senior Researcher and Vice President Dimensional Fund Advisors: Many retirement investors hold equity portfolios that track broad market indices, either directly or through other investments such as target date funds. Despite their widespread popularity, market portfolios may leave money on the table. Core equity portfolios—low-cost, broadly diversified equity portfolios with a moderate emphasis on the size, value, and profitability premiums—can provide higher expected returns while controlling the risk of underperformance relative to the market. In new Dimensional research, we examine the benefits of core equity investing for retirement outcomes. The potential benefits can start building up in the accumulation phase. Consider two investors who contribute to a retirement account from age 25 to 65 and follow a conventional target date glide path, in which assets are heavily invested in equities at younger ages and converge to a 50/50 mix of stocks and bonds by age 65. The equity portion is invested either in a core portfolio or the broad market without...
Read MoreIn a followup session, Levels' Michael Angelucci, CFP® discusses the impacts of the looming debt ceiling deadline on WBEN. Click Here to Listen...
Read MoreThe potential impact of a U.S. default on its debt was discussed this morning on WBEN with Level's Michael Angelucci, CFP®. Click Here to Listen...
Read MorePRESS RELEASE Level Financial Advisors, Inc. announced today the opening of their new, state-of-the-art headquarters in East Amherst, scheduled for May 22nd. The new 4,000 square foot facility is located at 9310 Transit Road, Suite 300 inside a new retail plaza constructed by Bevilacqua Development. Situated at the corner of Casey and Transit, the new office boasts upgraded conference space, technology, security features and employee spaces. Level Financial Advisors opened in 1979 in Amherst after incorporating as Paramount Planning under the late Alan Vogt. The firm changed its name to Schroeder, Braxton, and Vogt in 1999, and later rebranded as Level Financial in 2016. For the past 23 years, the company has expanded its foot print at the corner of Sweet Home and Rensch Roads, across from the University at Buffalo. The move to East Amherst comes after years of growth, including the opening of a satellite office in Hamburg, NY on Southwestern...
Read MoreLevel’s Steven Elwell, CFP®, discusses the ongoing debt ceiling crisis and how investors might want to think about the approaching deadline.
As previously announced, we are moving our headquarters from Sweet Home Road in Amherst, to Transit Road in East Amherst on May 22, 2023! We are excited for this next chapter in our 43-year history. Our new offices will include upgraded conference rooms, security features, and technology. We are excited to share this new space with everyone in the coming months and years. Here is a link to our new location at the corner of Transit & Casey. We will continue to operate our southtowns office in Hamburg and clients should see no disruption in service during our move. Our official new address is: 9310 Transit Road, Suite 300, East Amherst, NY 14051. We can still be reached at 716-634-6113 or at invest@levelFA.com ...
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