PRESS RELEASE Amherst, NY: Level Financial Advisors has named Steven Elwell, CFP® the firm’s Chief Investment Officer, effective January 1, 2019. Elwell, a partner at the Amherst-based company, most recently served as Vice President. He replaces Richard Schroeder, CFP®, who retired in December after twenty years with the organization. Elwell was hired...
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The investment world lost one of its most influential figures January 16th, as John Clifton Bogle, better known a Jack Bogle, passed away at his home in Pennsylvania. Jack was 89 years old and responsible for introducing the first index mutual fund for individual investors in 1976. He built Vanguard...
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Level’s Steven Elwell, CFP®, discusses fourth quarter market performance in this brief video.
2019 is already upon us and with every new year comes the resolutions. If you’re on the verge of retirement it is even more important to have your financial house in order. With that thought, I’ve created a list of new year’s resolutions specifically geared to those who plan to retire...
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PRESS RELEASE Level Financial Advisors announced today the acquisition of Angelucci Wealth Management, LLC, effective January 1, 2019. The firm’s principle, Michael Angelucci, CFP®, MBA will join Level’s team of advisors in the New Year. Angelucci opened his Williamsville-based wealth management business in 2007, providing financial planning and fee-only investment management services...
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A recent article in Buffalo Business First takes a closer look at Elise Murphy, CFP®. Check out the story here....
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