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.
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
The headlines have been dominated recently by the spread of the coronavirus and confirmation of over 80,000 global cases. The stock market has taken notice, and as of this writing, markets have declined approximately 11% from their recent highs last week. Meanwhile, the bond market has rallied strongly as investors...Read More
In the first quarter of each year, much of America turns their attention to filing tax returns. It’s not something we relish, but necessary to comply with the tax code. So this year, while you are forced to think about taxes and perhaps have all the important documents in front...Read More