Sharing some of the LEVATUS team’s special events and the everyday moments that so enrich our lives.
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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.
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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.
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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?
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Starting with the 2020 Presidential race and continuing into the Summer of 2021, proposed tax changes, namely increases to income and capital gains taxes, have been on many investors minds.
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This 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.
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To flourish is more than to succeed. Over the many years we have worked with clients, we have found that there are some very tangible common denominators amongst those who go beyond success.
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A confluence of new dynamics has burst onto the scene since the beginning of the year. Changing long-term cyclical and secular trends are likely at the heart of it.
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The 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.
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Looking forward to 2021, the outlook for tax policy remains fluid. Working with a wealth advisor to establish specific options for potential outcomes and keeping long term objectives in mind are two important ways to maintain control and keep strategy heading in the right direction.
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Children who grow up in an environment of wealth are the beneficiaries of a multitude of opportunities and options, opportunities loving parents are excited to share. Setting your child on a path toward a happy adulthood, however, is more complex. It requires paying thoughtful attention to the hurdles wealth can create as well.
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Many things could change this election season. The bottom line: make sure to think about what makes sense from a personal and investment perspective first, and remember that the timing of tax code changes could be fluid.
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While there are many crosscurrents this election season, knowing what to expect from an estate and tax perspective is one way to stay in control, regardless of the outcome.
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Impact Investing as well as ESG Investing seems to be very trendy topics right how, however, there Is not always a clear cut definition for what it means for investors. Liz Darling, Senior Client Advisor, asked Keith Savard some pressing client questions.
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Fall is here! It’s the time for apple cider donuts, pumpkin spice lattes, cozy socks and warm soups. Also, with more time being spent curled up by the fire indoors, it is a great time to get organized as we head into the end of the year.
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Sharing some of the LEVATUS team’s special events and the everyday moments that so enrich our lives.
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Seeing and Seizing Opportunity During a Time of Intense Change. The past six months have brought a barrage of seismic events - global pandemic, economic shutdown, social unrest, technological leaps, and an inflection point for biomedical research.
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As people around the world emerge from this tragic health crisis there will be lasting change and hopefully a renewed sense of common purpose and connection.
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In light of the rapidly evolving news in the past week, Jessica followed up on her earlier Q&A session with Susan, LEVATUS CEO and CIO, as well as Keith Savard, Chief Research Officer.
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