Jan
25
2023
In this brief 17-minute video, we discuss the debt-ceiling crisis in Congress with Dimensional Fund Advisors’ Apollo Lupescu, PhD.
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Jan
24
2023
Level’s Steven Elwell, CFP®, discusses fourth quarter market performance in this video.
Jan
03
2023
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...
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Dec
28
2022
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.
Dec
02
2022
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!
Oct
28
2022
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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