Oct
19
2020
Level’s Steven Elwell, CFP®, discusses third quarter market performance in this video. Transcript Here
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Aug
28
2020
Here’s a quick video from DFA that speaks to the impact of Presidential elections on long-term investors. (3:39)
Jul
24
2020
Level’s Steven Elwell, CFP®, discusses second quarter market performance in this video. Transcript Here
Apr
22
2020
Michael Angelucci, CFP® talks about recent developments in oil pricing and how it might impact investors in this brief 11-minute video.
Apr
20
2020
Level’s Steven Elwell, CFP®, discusses first quarter market performance in this video. Transcript Here
Apr
03
2020
Level’s Chief Investment Officer and Partner Steven Elwell, CFP® is joined by Paul Coleman III, CFP® to talk about the recently passed Coronavirus, Aid, Relief, and Economic Security Act. This discussion (approximately 72 minutes) includes takeaways on RMD’s, individual rebate checks, tax strategies, and much more.