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.
Read MoreIn 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.
Read MoreHealth 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.
Read MoreConverting your Traditional IRA to a ROTH is a way of leveraging market volatility to enhance long-term, tax-free growth.
Read MoreBaby 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.
Read MorePresident 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.
Read MoreRising 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.
Read MoreThe LEVATUS Boston Team ‘Gives Thanks’!
Read MoreAugust 2024 started with a swift drawdown in markets. As with many such corrections, a major contributor was leverage.
Read MoreAll 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.
Read MoreIntegrated 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.
Read MoreUnderstanding 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.
Read MoreA disquieting apprehension about inflation has drifted into the public consciousness. The headlines say that inflation is better. Why don’t we feel that way?
Read MoreDonor-advised funds can be valuable tools for individuals and families looking to streamline their charitable giving, maximize tax benefits, and engage in strategic philanthropy.
Read MoreBy 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.
Read MoreCash 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.
Read MoreThe conflict in the Middle East will have a direct impact on key macro economic risk factors.
Read MoreSharing some of the LEVATUS team’s special events and the everyday moments that so enrich our lives.
Read MoreFinancial 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?
Read MorePlan NOW, to up the IMPACT and boost the VALUE of year end charitable gifting.
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