Here’s a quick video from DFA that speaks to the impact of Presidential elections on long-term investors. (3:39)
PRESS RELEASE Amherst, NY: Financial Advisor Magazine’s annual ranking of large independent investment advisors listed Amherst-based Level Financial Advisors 475th
Once again this year, Level Financial Advisors has been named a finalist in Buffalo Business First’s Best Places To Work
Level’s Steven Elwell, CFP®, discusses second quarter market performance in this video. Transcript Here
Back in February, we anticipated writing an ongoing series of articles on the measurable value of forward-looking tax planning, a
On Tuesday, June 23rd the IRS released Notice 2020-51, which updated and expanded CARES Act relief for Required Minimum Distributions
