Jul 20 2021
Level’s Steven Elwell, CFP®, discusses second quarter market performance in this video. Transcript Here
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Jul 06 2021
Level’s COO, Mike Heburn, is joined by Loptr’s CEO and Founder Dave Newell to discuss simple actions individuals can take to protect their home computers and identity in this 60-minute webinar.
Jun 23 2021
PRESS RELEASE Amherst, NY: Level Financial Advisors has hired Catherine O’Brien as a Client Services Specialist at the fee-only investment management and financial planning firm. She will assist the firm’s client services department with various administrative activities including working with clients on daily requests, deepening client relationships, and assisting the company’s financial...
Read More May 04 2021
Level’s Michael Angelucci, CFP®, MBA talks about Non Fungible Tokens in this 19-minute video.
Apr 28 2021
Level’s Steven Elwell, CFP®, discusses first quarter market performance in this video. Transcript Here
Apr 20 2021
In the past few installments of this blog, we’ve been exploring the idea of a checklist of critical tasks to accomplish 5 to 10 years before retirement. I’ve been using the analogy of the checklist an airline crew uses in preparing their aircraft for landing during the last few minutes...
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