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 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 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 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 MoreThe LEVATUS Boston Team Brings on the Night in Beantown
Read MoreThe LEVATUS Boston Team has moved! to a pretty new space at 115 Newbury Street.
Read MoreThis May, LEVATUS was proud to be a sponsor of the Waltham Boys & Girls Club 24th Annual Gala event. Celebrating its 75th Anniversary, the Waltham Boys & Girls Club strives to assure success is within reach of every young person who enters their doors.
Read MoreThe Annual LEVATUS Thanksgiving Celebration took on new sparkle this year as we partnered with ARTLIFTING, a wonderful Boston based organization that champions artists struggling with homelessness and disabilities.
Read MorePart opportunity zone, part danger zone, part social good – the trick is figuring out how much of each lies in the real estate industry’s newest investment niche, real estate opportunity zones.
Read MoreThe secret to effective ESG investing begins with focusing on the “G”. The reason, good governance reduces the risk of bad mistakes of all sorts, including social and environmental.
Read MoreOn May 9th, the LEVATUS team hosted some of Boston’s preeminent female leaders to Rock the Runway and Celebrate the Impact of Women, the Power of Fashion and the Energy of Living on Purpose.
Read MoreSusan Dahl, Liz Darling, and Jessica Grande, spoke to a lively crowd of retirees about taking control over their finances.
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