Mar 13 2020
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.
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Mar 12 2020
Level’s C.O.O. Michael Heburn discusses the firms’s business continuity plans in this brief video.
Mar 11 2020
We are excited to announce that Elise Murphy and her husband Adam celebrated the early arrival of their daughter Valerie on Tuesday morning, March 10th. Both baby and mom are doing great!...
Read More Mar 06 2020
AMHERST, N.Y. (WIVB)–The international threat of the coronavirus has become a drag on the U.S. economy, and Tuesday, the Federal Reserve responded with an emergency cut of their benchmark interest rate by a half percent. Click Here to Watch the Full Video...
Read More Mar 01 2020
Dimensional Fund Advisors (DFA) announced they are cutting costs on seventy-seven of their mutual funds beginning February 28th. This represents an average management fee reduction of 8% on their funds, which are already considered low cost when compared to their industry peers. Any reduction in the cost of the mutual funds...
Read More Feb 28 2020
Level’s Steven Elwell, CFP® discusses the coronavirus and market volatility in this 8- minute video.