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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.
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?
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.
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 our new series, The Market Is Not Going Up! What Can I Do?, we will highlight some of the ways we are helping our clients to take control in a down market. The first topic we will feature is Covered Call Writing. This is a strategy that is useful under many market conditions, but particularly when volatility is high.
Our thoughts on this extreme volatility and the medium term implications for strategy, positioning and financial flexibility.
While the current geopolitical questions around Ukraine and Russia are complex, the central investment impact may be more straightforward. Susan Dahl and Keith Savard sit down with Senior Client Advisors to answer questions about the impact of current events on private client investment strategy.
Our annual big picture perspective on long-term investment growth and where to find it. Private client access.
Leadership behaviors commonly found in women – inclusiveness, pragmatism, openness, teambuilding – are skills that can be particularly important for entrepreneurs, advisors, leaders and change makers.
Roth IRAs can be a powerful savings and estate planning tool, and can add value within a broad retirement planning strategy.
Jessica Grande, LEVATUS Senior Client Advisor, answers questions about tracking down and revving up your old 401(k) plans.
Highlights of the most recent tax proposal have a familiar focus, but key elements create a somewhat different planning backdrop.
While experts continue to exhaustively debate and analyze the policies and actions of China, clarity at times can feel elusive. A dose of investment experience and history shed some light.
Sharing some of the LEVATUS team’s special events and the everyday moments that so enrich our lives.
The rapid growth of the crypto currency asset class is causing many professionals to reevaluate and refine their processes to accommodate their unique nature. Divorce is one area where crypto can create new hurdles.
Inflation jumped 5% according to the government’s June 2021 report. Rising prices can cause worry for both consumers and investors. Jessica Grande asked Keith Savard, LEVATUS Chief Research Office, some of the most pressing questions on client’s minds.
Crypto assets, including crypto currency, have burst onto the scene with quite a bit more than a simple huff and puff. What does it all mean for your portfolio and investments?