Here is the video replay of our latest educational session featuring Judy N. Cuzzacrea Wagner of Harris Beach Attorneys at Law. The 60-minute event was focused on financial wellness and estate planning in retirement.
Level Financial Advisors has named Bethany Wagner its Chief Compliance and Cybersecurity Officer, effective January 1, 2024.
Wagner joined the firm in 2013 as a part-time associate and was promoted to Administrative Assistant the following year. In 2017 she was promoted to Technology Specialist where she oversaw the firm’s information...
We've created our latest Tax Center website aimed at providing important information to our clients for the current tax season. You can visit the page here. We will continue to update this site with deadlines, tips, and frequently asked questions. If you have a suggestion for the site, feel free...
The SEC recently approved the first U.S.-listed exchange traded funds (ETFs) to track bitcoin, the world’s largest cryptocurrency. In this 9-minute video we discuss why this is a watershed moment for markets as well as our thoughts about using bitcoin ETFs in client portfolios.
Wes Crill, PhD
Senior Investment Director and Vice President
Dimensional Fund Advisors
The Magnificent 7 stocks* continue to capture the focus of investors as these large growth names have outpaced the bulk of global equities. Their outperformance is notable because eye-popping returns for top stocks tend to occur before they reach the top...