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Aug 24 2023
News, On The Level, Videos

VIDEO: Medicare 101 Educational Session – 2023

Join Tamme Nash and Level Financial Advisors for this 60-minute overview of Medicare, enrollment requirements, and important tips to avoid penalties.

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News, On The Level, Videos
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Graphic depicting market performance Q2 2023 in stocks and bonds.
Jul 17 2023
News, On The Level, Videos

VIDEO: Market Update – Q2 2023

Level’s Steven Elwell, CFP®, discusses second quarter market performance in this video.

Transcript available here.

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News, On The Level, Videos
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May 07 2023
News, On The Level, Videos

VIDEO: Debt Ceiling Crisis Update

Level’s Steven Elwell, CFP®, discusses the ongoing debt ceiling crisis and how investors might want to think about the approaching deadline.

 

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News, On The Level, Videos
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Apr 24 2023
News, On The Level, Videos

VIDEO: Market Update – Q1 2023

Level’s Steven Elwell, CFP®, discusses first quarter market performance in this video.

Transcript available here.

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News, On The Level, Videos
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We discuss the SVB failure and what it might mean for markets in this 11 minute video
Mar 13 2023
News, On The Level, Videos

VIDEO: SVB and The Markets: What Now?

The sudden collapse of Silicon Valley Bank has investors nervous. We discuss the recent events related to SVB along with how clients might want to think about their portfolios, savings, and the markets as a whole.

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News, On The Level, Videos
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Corrected 1099's are quite common. Here is why you might receive one and what you should do if you do.
Mar 03 2023
News, On The Level, Videos

VIDEO: Why Did I Receive a Corrected 1099?

Our experts discuss why corrected 1099’s are issued each year and what you should do if you receive one.

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News, On The Level, Videos
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Level Financial Advisors
Amherst Office

9310 Transit Road, Suite 300
East Amherst, NY 14051
OFFICE:  716-634-6113
TOLL FREE:  800-713-3787
FAX:   716-810-9445
EMAIL: invest@levelFA.com

Hamburg Office

4535 Southwestern Blvd., Suite 710A
Hamburg, NY  14075
OFFICE:  716-634-6113
TOLL FREE:  800-713-3787
FAX:   716-810-9445
EMAIL: invest@levelFA.com

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