Recording of our Estate Planning Webinar held on December 16th, 2020.

Level’s Steven Elwell, CFP®, discusses third quarter market performance in this video.  Transcript Here

Here’s a quick video from DFA that speaks to the impact of Presidential elections on long-term investors.  (3:39)

Level’s Steven Elwell, CFP®, discusses second quarter market performance in this video.  Transcript Here

Michael Angelucci, CFP® talks about recent developments in oil pricing and how it might impact investors in this brief 11-minute video.

Level’s Steven Elwell, CFP®, discusses first quarter market performance in this video.  Transcript Here

Level’s Chief Investment Officer and Partner Steven Elwell, CFP® is joined by Paul Coleman III, CFP® to talk about the recently passed Coronavirus, Aid, Relief, and Economic Security Act. This discussion (approximately 72 minutes) includes takeaways on RMD’s, individual rebate checks, tax strategies, and much more.

Here is a quick video on how our clients can access Zoom meets when invited by their advisor

Level’s Chief Investment Officer Steven Elwell, CFP® talks about today’s market developments with coronavirus and the actions we are taking for nervous clients.

Level’s Michael Angelucci, CFP® talks with  C.O.O. Mike Heburn about this week’s developments with coronavirus and the markets in this brief video.