Millions of people get tax refunds every year and, according to the IRS, the average refund this year is $1,949. Much has been said about how a large tax refund is just an interest-free loan to the government and people should adjust their withholdings to keep more of their money...
Read More
Tax season is upon us and for the first time in about thirty years, taxes will be tabulated based on significantly different rules. This is due to the tax code changes enacted in the Tax Cuts and Jobs Act (TCJA) passed in December 2017. Though many of us have been...
Read More
The stock market entered its own polar vortex in December 2018 and tested the discipline of even the most seasoned investors. December was brutal in both how much the stock market went down, but also in how relentless the decline was. There was basically no pause button in the three-week...
Read More
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...
Read More
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...
Read More