Two members of the Level family were recognized recently by the Junior League of Buffalo for their efforts to assist the local organization. Level's President Rosanne Braxton, CFP® was awarded the organizations Sustainer Award, while Elise Murphy, CFP® was recognized with the Membership Council Award. The Junior League of Buffalo,...
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Level’s Chief Operating Officer & Partner Mike Heburn talks about plans to reopen in the coming weeks. 8-minute video.
One of the benefits of financial planning is proactively preparing for periods of financial instability and chaos. Clearly, we are in such a period as all of us are experiencing the full range of anxiety and insecurity caused by: The health risk to ourselves and our loved ones. The sense...
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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.
