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Health Savings Accounts (HSA) offer tax-deductible contributions, tax-free growth, and tax-free medical withdrawals. This triple tax shelter is a powerful combination. The proposed 2025 tax legislation seeks to take the HSA one step further.
Health Savings Accounts (HSA) offer tax-deductible contributions, tax-free growth, and tax-free medical withdrawals. This triple tax shelter is a powerful combination. The proposed 2025 tax legislation seeks to take the HSA one step further.
Converting your Traditional IRA to a ROTH is a way of leveraging market volatility to enhance long-term, tax-free growth.
Baby savings accounts are an exciting new proposal included in the most recent draft of the 2025 tax legislation. These accounts offer new financial planning opportunities that lean into the power of compounding.
President Trump’s sweeping tariff policy has injected fresh uncertainty into global markets, amplifying concerns around trade dynamics, economic stability, and geopolitical strategy. In this turbulent environment, investors are challenged to disentangle what is certain, what remains uncertain, and what is truly significant.
Rising inflation fears, shifting monetary policies, and geopolitical instability are unsettling markets and investor confidence. This research note examines the challenges, outlines a measured approach to managing risks, and reflects on taking advantage of the opportunities being created.
August 2024 started with a swift drawdown in markets. As with many such corrections, a major contributor was leverage.
All said, a return to a more normal economic cycle away from the likelihood of stagflation, alongside a wave of innovation and technological advance, offers a good backdrop in the medium to long term.
Integrated Wealth Service offers a modern approach to financial planning, formally connecting services that support financial growth and security, to processes that address the many and varied ways financial decision-making impacts other core contributors to our quality of life such as – relationships, sense of purpose, and sense of control.
Understanding the basics of your financial picture is well within your grasp and is an important part of navigating toward empowerment during the divorce process. Over the years, we have found that woman often have natural talent for many of the foundational elements of good financial stewardship.
A disquieting apprehension about inflation has drifted into the public consciousness. The headlines say that inflation is better. Why don’t we feel that way?
Donor-advised funds can be valuable tools for individuals and families looking to streamline their charitable giving, maximize tax benefits, and engage in strategic philanthropy.
By formally connecting services that support financial growth and security, to processes that address the many and varied ways financial decision-making impacts other core contributors to our quality of life such as – relationships, sense of purpose, and sense of control - Integrated Wealth Service raises the bar for wealth advising.
Cash flow and investment planning around employee stock options can be tricky, and its not just the tax treatment that can trip plan participants up. Define a strategy that speaks to investment exposure, risk concentrations, cash flow management, and tax planning.
The conflict in the Middle East will have a direct impact on key macro economic risk factors.
Sharing some of the LEVATUS team’s special events and the everyday moments that so enrich our lives.
Financial Planning. Investment Strategy. Private Wealth Services. How to tell if you need any of it, and really answer the question, what am I paying for?
Plan NOW, to up the IMPACT and boost the VALUE of year end charitable gifting.
The path of inflation and its amplitude will have important implications for both risk management and financial planning in the years ahead.
Senior Wealth Advisors at LEVATUS have years of experience crafting both investment strategies and financial plans that incorporate the benefits and complexities of Employee Stock Options. Here they share their top insights with you.
The temptation to just hold your breath and wait for divorce to be over is powerful. The alternative, grab control of your finances as a first step in finding your power, and then use that power to accelerate into your next chapter. Financial organization is the first step.
The Silicon Valley Bank collapse has rattled investors and the markets. In this Q and A with LEVATUS Chief Investment Officer, Susan Dahl, we will drill down on the question most on people’s minds, “Do we have anything to worry about?”
The interplay between inflation and disruptive change is likely to create strong cross currents and interesting opportunities in 2023
Our annual big picture perspective on long-term investment growth and where to find it. Private client access.
The LEVATUS Boston Team Brings on the Night in Beantown
In our new series, The Market Is Not Going Up! What Can I Do?, the team at LEVATUS Wealth Services highlights some of the ways we are helping our clients to take control in a down market. This month’s topic is Tax Loss Harvesting. This is a strategy that is useful under many market conditions, but particularly when volatility is high.
In the current market environment, the interrelationship between the economy and asset markets has rarely been more complex or more precariously balanced.
The financial piece of divorce can be as complex as the emotional journey. With that said, the financial piece can also be a surprising source of strength, a place where control can be both visible and explicit. Grabbing control on the financial side of divorce early, has the capacity to create much broader positive momentum over time.
In early April global equity markets experienced a ‘growth scare’ brought on by tariffs. This spiked uncertainty about consumer spending, corporate investment risk, employment, and the impact of tariffs on corporate margins and earnings. Global markets sold off sharply. The swift and significant rebound since this early April swoon has been driven by an equally nuanced set of factors.