The sudden collapse of Silicon Valley Bank has investors nervous. We discuss the recent events related to SVB along with how clients might want to think about their portfolios, savings, and the markets as a whole.
The failure of Silicon Valley Bank on Friday has made investors nervous. Level's Michael Angelucci, CFP® joined WBEN this morning to discuss what happened and what it might mean for bank customers. Click Here to Listen...
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Our experts discuss why corrected 1099’s are issued each year and what you should do if you receive one.
In this brief 17-minute video, we discuss the debt-ceiling crisis in Congress with Dimensional Fund Advisors’ Apollo Lupescu, PhD.
Level’s Steven Elwell, CFP®, discusses fourth quarter market performance in this video.
PRESS RELEASE Level Financial Advisors, Inc. announced today the appointment of Elise Murphy, CFP® as Director of Clients Services and Partner. Murphy joins Rosanne Braxton, CFP®, Steven Elwell, CFP® and Michael Heburn as co-owners of the Amherst-based financial planning firm. Murphy, hired by the firm in 2012, will lead the company’s support teams and serve on the corporation’s board of directors. She will continue her advisory responsibilities while taking a direct role in the firm’s day-to-day operations. She is a CERTIFIED FINANCIAL PLANNERTM professional and a graduate of SUNY Fredonia. Murphy is a board member of the Junior League of Buffalo and a member of the Financial Planning Association of WNY. She lives in Kenmore with her husband and two children. Level Financial Advisors serves 618 individuals and families throughout WNY and the U.S., managing $520 million in assets. The firm employs six CERTIFIED FINANCIAL PLANNERTM professionals with offices in Amherst and Hamburg, NY....
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President Joe Biden signed the SECURE Act 2.0 of 2022 into law on December 23rd. The law is filled with many changes impacting retirement accounts, individuals and taxes. In this brief video, Elise Murphy, CFP® zooms in on some of the key takeaways for those approaching or in retirement that could affect financial planning and investment decision-making.
In our latest episode of Retirement Renaissance we visit D’Avolio in Williamsville to discuss the benefits of the Mediterranean diet and why its great for your health in retirement!
Level's Michael Angelucci, CFP® joined the WBEN morning show to talk about housing, mortgages, GDP, inflation and the economy in this 10-minute segment. Listen here: https://www.audacy.com/wben/podcasts/a-new-morning-20324/home-mortgages-gdp-and-recession-chat-michael-angelucci-of-level-financial-advisors-1533846722 ...
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