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.
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 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 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 MoreThe conflict in the Middle East will have a direct impact on key macro economic risk factors.
Read MoreThe path of inflation and its amplitude will have important implications for both risk management and financial planning in the years ahead.
Read MoreThe 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?”
Read MoreThe interplay between inflation and disruptive change is likely to create strong cross currents and interesting opportunities in 2023
Read MoreOur annual big picture perspective on long-term investment growth and where to find it. Private client access.
Read MoreIn 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.
Read MoreIn the current market environment, the interrelationship between the economy and asset markets has rarely been more complex or more precariously balanced.
Read MoreIn 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.
Read MoreOur thoughts on this extreme volatility and the medium term implications for strategy, positioning and financial flexibility.
Read MoreWhile 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.
Read MoreOur annual big picture perspective on long-term investment growth and where to find it. Private client access.
Read MoreRoth IRAs can be a powerful savings and estate planning tool, and can add value within a broad retirement planning strategy.
Read MoreJessica Grande, LEVATUS Senior Client Advisor, answers questions about tracking down and revving up your old 401(k) plans.
Read MoreHighlights of the most recent tax proposal have a familiar focus, but key elements create a somewhat different planning backdrop.
Read MoreWhile 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.
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