https://www.levatuswealth.com/team-gallery daily 0.75 2017-09-07 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1504803354995-QFL9AHPYSJGSIXEFUZAE/Indoor+Team_WEB-2.jpg Team Gallery https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1504803354995-QFL9AHPYSJGSIXEFUZAE/Indoor+Team_WEB-2.jpg Team Gallery https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1504803303511-08CPTGPVCAN1RYDLMZMS/Stock_WEB-32.jpg Team Gallery https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1504803336513-UP75135H6933Z6UMTTFB/Stock_WEB-10.jpg Team Gallery https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1504806222953-PB2DR0GPR29GNHANORRB/Stock_WEB-6.jpg Team Gallery https://www.levatuswealth.com/homeindex daily 0.75 2020-02-12 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1515138488181-9NNDZVMWKZ2EXCMGDOBO/levatusbanner-landingpg.jpg Home - A different approach to wealth services. Simplicity. Purpose. Empowerment. https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1504968163649-B4MDKQ3XK9842VA4MIDV/Indoor+Team_WEB-2.jpg Home - Meet your team. Isabel Saltzman, Susan Dahl, Jessica Grande, Liz Darling, Doug Dahl and Moses of LEVATUS Wealth Services https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1505821597002-32CY93T6C2N4L62BDWYB/levatus_rgb_color_right_patt3.png Home https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1504902173651-34ZEXN5QCLND3YJSGRJP/Stock_WEB-18.jpg Home Doug Dahl and Susan Dahl of LEVATUS Wealth Services https://www.levatuswealth.com/news/levatus-female-financial-advisors-in-the-new daily 0.75 2021-11-09 https://www.levatuswealth.com/news/levatus-female-financial-advisors-in-the-new/2017/11/1/susan-dahl-ted-x-beacon-street-can-happy-make-you-money monthly 0.5 2021-04-07 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1617311160491-QTOBYRYWBXVSM3IC4V7C/TxBS2017web-edit.jpg LEVATUS in the News - Susan Dahl | TED x Beacon Street https://www.levatuswealth.com/news/levatus-female-financial-advisors-in-the-new/2020/12/15/weston-ma-resident-susan-dahl-recipient-of-womens-choice-award-for-wealth-advisors monthly 0.5 2025-04-23 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1608090997030-QJJNUDSZ9W6KFQUGF976/image-asset.jpeg LEVATUS in the News - Weston Town Crier | Susan Dahl, CEO of LEVATUS Wealth Counsel and Investment Management, receives the 2020 Women’s Choice Award for Financial Advisors - LEVATUS CEO, Susan Dahl honored with Women’s Choice Award for Financial Advisors https://www.levatuswealth.com/news/levatus-female-financial-advisors-in-the-new/2019/12/04/weston-wellesley-10-tips-to-help-you-raise-kind-generous-and-responsible-kids-with-susan-dahl monthly 0.5 2021-04-07 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1607781907764-5RTPNNCZ3C1MD0AVGUF4/image-asset.jpeg LEVATUS in the News - Weston Wellesley Magazine | 10 Tips to Help You Raise Kind, Generous and Responsible Kids - Susan Dahl chatted with Weston Wellesley Magazine about some of the ways in which wealth impacts kids. https://www.levatuswealth.com/news/levatus-female-financial-advisors-in-the-new/2019/8/2/readers-digest-how-to-protect-yourself-with-increased-cybersecurity-measures monthly 0.5 2021-04-07 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1564767655449-2RU6E8CABMK5D9182KRU/georgie-cobbs-bKjHgo_Lbpo-unsplash.jpg LEVATUS in the News - Reader's Digest | Protect Yourself with Increased Cybersecurity Awareness - Susan Dahl offers some helpful hints on everyday risks online and how to stay on top of protecting your financial and personal information. Susan Dahl of LEVATUS Wealth Services https://www.levatuswealth.com/news/levatus-female-financial-advisors-in-the-new/2019/6/5/westib-town-crier-financial-empowerment-what-you-can-do monthly 0.5 2019-06-28 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1559755039759-2K2LUF5SE3AGTTN4XPWQ/JG%2Bpresentation%2B%25282%2529.jpg LEVATUS in the News - Weston Town Crier | Financial Empowerment: What You Can Do - LEVATUS discussed the tools that retirees can use for financial empowerment Jessica Grande of LEVATUS Wealth Services speaks to the Weston Council on Aging along with her team members Susan Dahl and Liz Darling. https://www.levatuswealth.com/news/levatus-female-financial-advisors-in-the-new/2018/10/29/citybizlist-levatus-tackles-the-difficult-and-seldom-discussed-topic-of-wealths-impact-on-children-and-the-long-term-ramifications-into-adulthood monthly 0.5 2021-01-24 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1540840984925-SA6OFARVM1AKM8KBEAMU/levatusteam.jpg LEVATUS in the News - CityBizList | LEVATUS Tackles the Difficult and Seldom Discussed Topic of Wealth’s Impact on Children and the Long-term Ramifications into Adulthood - LEVATUS partnered with the Boston Public Library to discuss how wealth impacts children Liz Darling, Susan Dahl and Jessica Grande of LEVATUS spoke at the Boston Public Library on October 18, 2018. https://www.levatuswealth.com/news/levatus-female-financial-advisors-in-the-new/2018/9/21/us-news-and-world-report-how-to-shift-the-way-you-think-about-managing-money monthly 0.5 2021-04-07 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1537554293307-IHEFWWEN8GSDFIX739GK/jg+article+pic.jpg LEVATUS in the News - U.S. News and World Report | How to Shift the Way You Think About Managing Money - Jessica Grande was featured in a U.S. News and World Report article. Jessica Grande, Senior Client Advisor at LEVATUS Wealth Services, was featured in US World News Article, “How to Go on a Financial Diet.” https://www.levatuswealth.com/news/levatus-female-financial-advisors-in-the-new/2018/6/6/boston-voyager-the-trailblazers-conversation-with-susan-dahl monthly 0.5 2021-04-01 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1528377112759-0JINIO1FGSWN1O5TSL8U/Indoor+Team_WEB-2.jpg LEVATUS in the News - Boston Voyager | The Trailblazers: A Conversation with Susan Dahl - Susan Dahl featured in Boston Voyager’s, The Trailblazers Series Susan Dahl featured in Boston Voyager’s, The Trailblazers Series. Here she is pictured with Isabel Saltzman, Jessica Grande, Liz Darling and Doug Dahl of LEVATUS Wealth Services. https://www.levatuswealth.com/news/levatus-female-financial-advisors-in-the-new/2018/3/28/providence-busines-news-five-questions-with-susan-dahl monthly 0.5 2021-04-01 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1522244917140-2KMXC09N1Q6L1BYLDBXY/Outdoor+Team_WEB-6.jpg LEVATUS in the News - Providence Business News | LEVATUS Leads Change in a Traditional Industry - Susan was featured in a Five Questions article in the Providence Business News Susan was featured in a Five Questions article in the Providence Business News. Susan Dahl is the CEO of LEVATUS. Her colleagues, Jessica Grande, Liz Darling, Keith Savard and Isabel Saltzman, are proud of her accomplishment! https://www.levatuswealth.com/news/levatus-female-financial-advisors-in-the-new/2018/3/15/female-executive-joins-board-of-innovative-education-non-profit-weston-town-crier monthly 0.5 2020-12-10 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1521482726894-FY40FL4VBCNRPYOSC39P/Stock_WEB-17.jpg LEVATUS in the News - Weston Town Crier | Female Executive Joins Board of Innovative Education Non-Profit - Susan Dahl has joined the Board of Directors at local nonprofit One Bead. Susan Dahl has joined the Board of Directors at local nonprofit One Bead. Jessica Grande and Liz Darling, Senior Client Advisors at LEVATUS, are also actively involved with non-profit organizations in the Boston area. https://www.levatuswealth.com/news/levatus-female-financial-advisors-in-the-new/2018/2/26/babson-magazine-news-notes-nods monthly 0.5 2018-09-13 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1519677289795-IL80B01GJ6EHX393T9M1/Jessica_WEB-1.jpg LEVATUS in the News - Babson Magazine | News, Notes + Nods - Jessica was featured in the Winter 2018 edition of the Babson Magazine. Jessica Grande, a Senior Client Advisor at LEVATUS Wealth Services, was featured in the Winter 2018 edition of the Babson Magazine. https://www.levatuswealth.com/news/levatus-female-financial-advisors-in-the-new/2018/2/23/friends-of-bostons-homeless-building-a-better-future monthly 0.5 2018-09-13 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1519400359991-ID0N8ZIQG6CQNOF27LD0/door+and+window.jpg LEVATUS in the News - Friends of Boston's Homeless | Building a Better Future - LEVATUS was thrilled to support the Friends of Boston's Homeless Building a Better Future event on February 8, 2018. LEVATUS was thrilled to support the Friends of Boston's Homeless Building a Better Future event on February 8, 2018. Susan Dahl, Jessica Grande and Liz Darling attended the event on February 8, 2018. https://www.levatuswealth.com/news/levatus-female-financial-advisors-in-the-new/2017/11/28/real-estate-clients-are-deeply-misunderstood-by-wealth-managers-by-liz-darling monthly 0.5 2021-04-01 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1513965206228-158AAXDEVETBD0VSF3U0/Liz-3.jpg LEVATUS in the News - New England Real Estate Journal | Real Estate Clients are Deeply Misunderstood by Wealth Managers - Liz Darling was featured in the New England Real Estate Journal. Liz Darling was featured in the New England Real Estate Journal. Liz’s colleagues, Susan Dahl, Keith Savard, Isabel Saltzman and Jessica Grande, are very excited for her accomplishment. https://www.levatuswealth.com/news/levatus-female-financial-advisors-in-the-new/2017/12/5/usnews-features-susan-dahl-cybersecurity-and-best-practices-on-investment-protection-online monthly 0.5 2021-04-06 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1617742049150-NM1TC6GXET8X4AIT6GRI/unsplash-image-CzyKdV_Zjmo.jpg LEVATUS in the News - U.S. News and World Report | Cybersecurity and Best Practices on Investment Protection Online - Susan Dahl was featured in a U.S. News and World Report article. Susan Dahl was featured in a U.S. News and World Report article. This is an image of Jessica Grande, Liz Darling, Susan Dahl and Isabel Saltzman sitting at LEVATUS Wealth Services working to help clients. https://www.levatuswealth.com/news/levatus-female-financial-advisors-in-the-new/2018/9/13/wickedlocal-jessica-grande-west-roxbury-resident-joins-levatus-wealth-services monthly 0.5 2021-04-01 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1536867052797-S5SEQRXBF0IWJDH7DV7E/Jessica.jpg LEVATUS in the News - Wicked Local | Jessica Grande, West Roxbury resident, joins LEVATUS Wealth Services - Jessica Grande has joined LEVATUS Wealth Services. Jessica Grande sitting with her new LEVATUS Wealth Services colleagues, Liz Darling and Doug Dahl. https://www.levatuswealth.com/news/levatus-female-financial-advisors-in-the-new/2017/12/5/boston-100 monthly 0.5 2021-04-06 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1617742225227-WXI0EVKD6F8CXFMGB6EY/unsplash-image-mKizNwDrLh4.jpg LEVATUS in the News - The Boston 100 | The Power and Potential of Simplicity and Purpose - The Boston 100 featured LEVATUS' launch and our approach that prioritizes simplicity and purpose The Boston 100 featured LEVATUS' launch and our approach that prioritizes simplicity and purpose. Susan Dahl, Jessica Grande, Liz Darling and Keith Savard believe in LEVATUS Wealth Service’s approach. https://www.levatuswealth.com/news/levatus-female-financial-advisors-in-the-new/2018/1/4/econotimes-bostons-newest-wealth-services-company-champions-a-fresh-simple-and-joyful-approach monthly 0.5 2020-11-11 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1515437038706-3QQKSHVBRAGB0GQWQQ6F/Susan_WEB-3.jpg LEVATUS in the News - EconoTimes | LEVATUS Wealth Services Embraces a Different Approach - EconoTimes features Susan Dahl and LEVATUS' belief that it’s time for a new approach to investing. https://www.levatuswealth.com/news/levatus-female-financial-advisors-in-the-new/2017/12/7/globenewswire monthly 0.5 2020-11-11 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1512744248675-645Y7FEH2E8VHNMN0Y0J/globe1.jpg LEVATUS in the News - GlobeNewswire | Boston’s Newest Wealth Services Company Champions a Fresh, Simple and Joyful Approach - “We believe that true success is achieved with a process that connects purpose and meaning with value and investing." Susan Dahl, CEO Pictured at LEVATUS’ office are Isabel Saltzman, Susan Dahl, Jessica Grande, Liz Darling, Moses and Doug Dahl. https://www.levatuswealth.com/news/levatus-female-financial-advisors-in-the-new/2017/11/8/levatus-media-debut monthly 0.5 2018-09-13 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1512509859116-TERA4IQ0R89C57NAG7O6/citybizlist.jpg LEVATUS in the News - CityBizList | Boston’s Newest Wealth Services Company Champions a Fresh, Simple and Joyful Approach - City Biz List highlights LEVATUS' Fresh, Simple and Joyful Approach. City Biz List highlights LEVATUS' Fresh, Simple and Joyful Approach. Pictured are Jessica Grande and Liz Darling, Senior Client Advisors as well as Isabel Saltzman and Susan Dahl. https://www.levatuswealth.com/news/levatus-female-financial-advisors-in-the-new/2018/1/8/medium-one-step-closer-tedx-beaconstreet-class-of-2017-brings-their-best-pitch monthly 0.5 2021-04-07 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1515438876540-Y70ECQ7DM7AFAKPHIAS8/TEDx+speaker+sessions+7+%28002%29.jpg LEVATUS in the News - Medium | One step closer…TEDx BeaconStreet Class of 2017 brings their best pitch! - Medium showcases the Fall 2017 TEDx BeaconStreet speakers, including LEVATUS' CEO Susan Dahl. Medium showcases the Fall 2017 TEDx BeaconStreet speakers, including LEVATUS' CEO Susan Dahl. Jessica Grande and Liz Darling, Senior Client Advisors at LEVATUS Wealth Services, were also in attendance. https://www.levatuswealth.com/news/levatus-female-financial-advisors-in-the-new/category/Boston+Real+Estate monthly 0.5 https://www.levatuswealth.com/news/levatus-female-financial-advisors-in-the-new/category/Rhode+Island+Wealth monthly 0.5 https://www.levatuswealth.com/news/levatus-female-financial-advisors-in-the-new/category/TEDx monthly 0.5 https://www.levatuswealth.com/news/levatus-female-financial-advisors-in-the-new/category/Providence+Wealth+Manager monthly 0.5 https://www.levatuswealth.com/news/levatus-female-financial-advisors-in-the-new/category/One+Bead monthly 0.5 https://www.levatuswealth.com/news/levatus-female-financial-advisors-in-the-new/category/Boston+Voyager monthly 0.5 https://www.levatuswealth.com/news/levatus-female-financial-advisors-in-the-new/category/Jessica+Grande monthly 0.5 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monthly 0.5 https://www.levatuswealth.com/news/levatus-female-financial-advisors-in-the-new/tag/women monthly 0.5 https://www.levatuswealth.com/news-blog daily 0.75 2026-02-13 https://www.levatuswealth.com/news-blog/levatus-investments-first-take-on-iran-and-markets monthly 0.5 2026-04-01 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/e2a2e400-9162-4e4c-8525-a2468cd75858/earth_lights_lrg.jpg Blog posts - LEVATUS Investments | Our Take on Iran and Markets - In Focus: Duration Continues to Be an Open Question https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/98f6b6b5-38d2-4285-9dbb-2f6493a45951/Susan_WEB-3.jpg Blog posts - LEVATUS Investments | Our Take on Iran and Markets - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.levatuswealth.com/news-blog/levatus-wealth-529-education-savings-plans monthly 0.5 2025-05-29 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/53745c5a-4f27-4659-9391-ebfb46ee229c/rut-miit-oTglG1D4hRA-unsplash.jpg Blog posts - 2025 Tax Proposal | 529 Education Savings Accounts - 529s offer tax-deductible contributions, tax-free growth, and tax-free education-related withdrawals. This empowers families to invest in their children’s futures. Research shows that leadership behaviors commonly found in women – inclusiveness, pragmatism, openness, teambuilding – are leadership skill that can be particularly important for entrepreneurs, advisors and change makers. https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/9ec7e7a0-86c1-48c1-9dd2-2419d3d158e1/priscilla-du-preez-ggeZ9oyI-PE-unsplash+%281%29.jpg Blog posts - 2025 Tax Proposal | 529 Education Savings Accounts - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/9e8003c2-278a-474b-9cd5-96b814a263f5/gaelle-marcel-L8SNwGUNqbU-unsplash.jpg Blog posts - 2025 Tax Proposal | 529 Education Savings Accounts - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/f6889973-70ed-48c0-b41a-49eb1d747456/lws%2Bliz.jpg Blog posts - 2025 Tax Proposal | 529 Education Savings Accounts - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.levatuswealth.com/news-blog/levatus-investments-nuanced-catalysts-shape-recent-market-recovery-and-the-road-ahead monthly 0.5 2025-05-30 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1748542493593-UGFDM36RONOODEVA11V5/unsplash-image-e_5NhSomvS4.jpg Blog posts - LEVATUS Investments | Nuanced Catalysts Shape Recent Market Recovery and the Road Ahead - Everything should be made as simple as possible, but not simpler. Albert Einstein (maybe) https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/98f6b6b5-38d2-4285-9dbb-2f6493a45951/Susan_WEB-3.jpg Blog posts - LEVATUS Investments | Nuanced Catalysts Shape Recent Market Recovery and the Road Ahead - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.levatuswealth.com/news-blog/2025-tax-proposal-health-savings-accounts-unleashed monthly 0.5 2025-05-29 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1748460707467-9SRBZ6W6O8T6YOMKRA3C/unsplash-image-tj27cwu86Wk.jpg Blog posts - 2025 Tax Proposal | Health Savings Accounts Unleashed - Health Savings Accounts (HSA) offer tax-deductible contributions, tax-free growth, and tax-free medical withdrawals. This is a powerful financial planning combination. Research shows that leadership behaviors commonly found in women – inclusiveness, pragmatism, openness, teambuilding – are leadership skill that can be particularly important for entrepreneurs, advisors and change makers. https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1748460902603-42W20P1MPLG0OO1JO693/unsplash-image-z0nVqfrOqWA.jpg Blog posts - 2025 Tax Proposal | Health Savings Accounts Unleashed - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1748461030597-PRUEYLRK8I6W2EOSQ5R5/unsplash-image-HV7_uXLFbXs.jpg Blog posts - 2025 Tax Proposal | Health Savings Accounts Unleashed - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1748461707613-URF7C6SKRT9MH9ULPEFF/unsplash-image-betmVWGYcLY.jpg Blog posts - 2025 Tax Proposal | Health Savings Accounts Unleashed - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/482b1034-d6ca-45a4-a4ea-ef9e2ce3cab5/Susan_Dahl_Levatus.png Blog posts - 2025 Tax Proposal | Health Savings Accounts Unleashed - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.levatuswealth.com/news-blog/levatus-q-and-a-roth-conversion-a-silver-lining-to-market-volatility monthly 0.5 2025-05-29 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/a745c51e-4f31-48a2-ae34-ee06eb01fb0a/silver+lining+ROTH.jpg Blog posts - LEVATUS Q + A | ROTH Conversion: A Silver-Lining to Market Volatility - Converting your Traditional IRA to a ROTH is a way of leveraging market volatility to enhance long-term, tax-free growth. https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/f1c81c42-5f6d-4982-8102-ac286dd5d66c/Jessica_WEB-1.jpg Blog posts - LEVATUS Q + A | ROTH Conversion: A Silver-Lining to Market Volatility - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.levatuswealth.com/news-blog/empowerment-in-divorce-budget-cash-flow-values-and-outcomes monthly 0.5 2026-02-14 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1745840612991-MBW8BHVY7O1HE8USCXCO/unsplash-image-QZRAaYfmvA8.jpg Blog posts - Empowerment in Divorce | Budget, Cash Flow, Values, and Outcomes - Cash flow planning offers a tangible way to reconnect with your core values and prioritize them. Research shows that leadership behaviors commonly found in women – inclusiveness, pragmatism, openness, teambuilding – are leadership skill that can be particularly important for entrepreneurs, advisors and change makers. https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/3ae48648-b9d2-48b6-8d72-cd8c43b352bf/GettyImages-874231466.jpg Blog posts - Empowerment in Divorce | Budget, Cash Flow, Values, and Outcomes - Make it stand out Image by Getty https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1757704273579-1DXRTF2BRYVBGCBQLAD6/GettyImages-665050680.jpg Blog posts - Empowerment in Divorce | Budget, Cash Flow, Values, and Outcomes - Make it stand out Image by: Getty https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1757704471763-UQDLVSKK1WLVFVTWOW6B/GettyImages-1364210011.jpg Blog posts - Empowerment in Divorce | Budget, Cash Flow, Values, and Outcomes - Make it stand out Image by Tachina Lee https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/482b1034-d6ca-45a4-a4ea-ef9e2ce3cab5/Susan_Dahl_Levatus.png Blog posts - Empowerment in Divorce | Budget, Cash Flow, Values, and Outcomes - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.levatuswealth.com/news-blog/levatus-wealth-baby-savings-accounts-2025-tax-proposal monthly 0.5 2025-05-29 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/711fdabf-f891-4c6c-aada-9c788d70f8f6/christian-bowen-uFCkcE6GI40-unsplash.jpg Blog posts - 2025 Tax Proposal | Baby Savings Accounts - Baby savings accounts—currently being referred to as “Trump Savings Accounts”—would be tax-advantaged investment accounts automatically established for every child born between 2025-2028. Research shows that leadership behaviors commonly found in women – inclusiveness, pragmatism, openness, teambuilding – are leadership skill that can be particularly important for entrepreneurs, advisors and change makers. https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/77219a27-8fbe-4df6-9b6a-8cc9ebca7095/daiga-ellaby-JZ51o_-UOY8-unsplash.jpg Blog posts - 2025 Tax Proposal | Baby Savings Accounts - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/ea1ce145-a4af-4fc4-806c-e7ff2f5c4a4a/lws%2Bliz.jpg Blog posts - 2025 Tax Proposal | Baby Savings Accounts - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.levatuswealth.com/news-blog/levatus-perspective-certainty-uncertainty-and-significance monthly 0.5 2025-04-28 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1744937064141-48MAVLQHW8B339JFYHDN/unsplash-image-_-uN7DbAE-o.jpg Blog posts - LEVATUS Perspective | Certainty, Uncertainty, and Significance - As elements of global trade shift, investor risk appetite is swinging with increasing intensity. https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/98f6b6b5-38d2-4285-9dbb-2f6493a45951/Susan_WEB-3.jpg Blog posts - LEVATUS Perspective | Certainty, Uncertainty, and Significance - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.levatuswealth.com/news-blog/levatus-investments-navigating-markets-through-the-fog monthly 0.5 2025-04-21 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1744922078255-RCMQV0ZX7IB1B39SOREU/unsplash-image-xM54acIesf0.jpg Blog posts - LEVATUS Investments | Navigating Markets Through the Fog - The 2025 growth scare, fueled by unpredictable policies and shaky markets, demands investment perspective that reaches beyond the fog of the headlines. Susan Dahl | CEO LEVATUS https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/98f6b6b5-38d2-4285-9dbb-2f6493a45951/Susan_WEB-3.jpg Blog posts - LEVATUS Investments | Navigating Markets Through the Fog - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.levatuswealth.com/news-blog/levatus-lifestyle-boston-team-brings-on-the-night-in-beantown-wsbxt monthly 0.5 2025-05-30 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/3297b300-2688-4bbb-b0c2-1e7c34e96d47/flower.jpg Blog posts - LEVATUS Lifestyle | Sips, Sweets, and Succulents - LEVATUS Boston LEVATUS insiders guide to our annual ‘Giving Thanks’ event. https://www.levatuswealth.com/news-blog/levatus-investments-seasonals-sentiment-and-leverage-fuel-market-correction monthly 0.5 2025-04-17 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1723051140014-WF8QYHABIHSHVL5PO195/unsplash-image-MFPrDj-9czI.jpg Blog posts - LEVATUS Investments | Seasonals, Sentiment, and Leverage - August 2024 started with a swift drawdown in financial markets. As with many such corrections, a major contributor was leverage. Susan Dahl | CEO LEVATUS https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/98f6b6b5-38d2-4285-9dbb-2f6493a45951/Susan_WEB-3.jpg Blog posts - LEVATUS Investments | Seasonals, Sentiment, and Leverage - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.levatuswealth.com/news-blog/levatus-investment-portfolio-construction-in-a-complex-world monthly 0.5 2024-08-07 https://www.levatuswealth.com/news-blog/levatus-wealth-elevated-solutions-integrated-wealth-service monthly 0.5 2025-05-28 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1715347619917-PVQ0PECEJY5OCK7MUU1D/GettyImages-925101084.jpg Blog posts - LEVATUS Wealth | Elevated Solutions: Integrated Wealth Service - Relationships, purpose, and control are as central to how we feel in life as financial security. All are impacted by financial decision-making. Research shows that leadership behaviors commonly found in women – inclusiveness, pragmatism, openness, teambuilding – are leadership skill that can be particularly important for entrepreneurs, advisors and change makers. https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1715714905145-XTFFPLW53MGPFM10GMSK/image-asset.jpeg Blog posts - LEVATUS Wealth | Elevated Solutions: Integrated Wealth Service - Make it stand out Image by Casey Jarvis https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1715715953429-44ARE87KMCW0BBCBG17G/GettyImages-1008096704.jpg Blog posts - LEVATUS Wealth | Elevated Solutions: Integrated Wealth Service - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/ef7b81db-1a60-4433-b493-3a790e6fe331/GettyImages-1264340404.jpg Blog posts - LEVATUS Wealth | Elevated Solutions: Integrated Wealth Service - Make it stand out Image by Giulia May https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/482b1034-d6ca-45a4-a4ea-ef9e2ce3cab5/Susan_Dahl_Levatus.png Blog posts - LEVATUS Wealth | Elevated Solutions: Integrated Wealth Service - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.levatuswealth.com/news-blog/female-advisor-perspective-power-purpose-and-finding-control-in-divorce-mmpbc-795mw monthly 0.5 2026-02-14 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1713439403764-8OYWE3VGI1PQOCUWUXQM/image-asset.jpeg Blog posts - Female Advisor Perspective | Empowerment in Divorce: Financial Literacy Made Easy - In divorce, the cash value of assets is key. Research shows that leadership behaviors commonly found in women – inclusiveness, pragmatism, openness, teambuilding – are leadership skill that can be particularly important for entrepreneurs, advisors and change makers. https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1715029898969-X7161JXOVAEWHPH9HAKI/image-asset.jpeg Blog posts - Female Advisor Perspective | Empowerment in Divorce: Financial Literacy Made Easy - Make it stand out Image by Edgar Chaparro https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1715038421232-BO5OE61GLAWGSUAE3N55/image-asset.jpeg Blog posts - Female Advisor Perspective | Empowerment in Divorce: Financial Literacy Made Easy - Make it stand out Image by: Giulia May https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/fdd72b96-0bd5-4687-9029-d0257f15cdc0/unsplash-image--wjk_SSqCE4.jpg Blog posts - Female Advisor Perspective | Empowerment in Divorce: Financial Literacy Made Easy - Make it stand out Image by Tachina Lee https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/482b1034-d6ca-45a4-a4ea-ef9e2ce3cab5/Susan_Dahl_Levatus.png Blog posts - Female Advisor Perspective | Empowerment in Divorce: Financial Literacy Made Easy - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.levatuswealth.com/news-blog/llevatus-investments-why-inflation-feels-so-bad-in-three-short-snapshots monthly 0.5 2024-08-07 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1713539210548-IHC11BJ4ZM5CEE8EXOF7/image-asset.jpeg Blog posts - LEVATUS Investments | Why Inflation Feels So Bad In Three Short Snapshots - A disquieting apprehension about inflation has drifted into the public consciousness. The headlines say that inflation is better. Why don’t we feel that way? Susan Dahl | CEO LEVATUS https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/0abf4b15-3509-40f7-8b6c-263429b30126/Anti+Core+Inflation+-+Month+on+Month.jpg Blog posts - LEVATUS Investments | Why Inflation Feels So Bad In Three Short Snapshots - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/0044e420-da02-4037-938b-5481ada57876/Total+inflation+chart.jpg Blog posts - LEVATUS Investments | Why Inflation Feels So Bad In Three Short Snapshots - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/e19837ff-c95a-497b-a121-52b5f13c7736/inflation+expectations.png Blog posts - LEVATUS Investments | Why Inflation Feels So Bad In Three Short Snapshots - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/98f6b6b5-38d2-4285-9dbb-2f6493a45951/Susan_WEB-3.jpg Blog posts - LEVATUS Investments | Why Inflation Feels So Bad In Three Short Snapshots - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/59f1938d-6e0f-4347-8463-15d44e32137d/Keith_WEB-4.jpg Blog posts - LEVATUS Investments | Why Inflation Feels So Bad In Three Short Snapshots - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.levatuswealth.com/news-blog/levatus-q-and-a-should-i-open-a-donor-advised-fund monthly 0.5 2025-05-28 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1711746309870-RG3320QCZG08X7MZU6JL/GettyImages-1486910056.jpg Blog posts - LEVATUS Q + A | Should I Open a Donor-advised Fund? - Donor-advised funds are accessible, efficient, and empowering. https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/bea3a21e-aed3-4d6e-81e6-2b4562b8f3ab/Susan.jpeg Blog posts - LEVATUS Q + A | Should I Open a Donor-advised Fund? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.levatuswealth.com/news-blog/short-introduction-to-integrated-wealth-service-by-susan-dahl monthly 0.5 2024-05-17 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/ae1a7d8f-2bd4-4ee7-a2f7-dadde0f37c6a/GettyImages-490021154.jpg Blog posts - LEVATUS Wealth | Short Introduction to Integrated Wealth Service - A modern system of addressing financial strategy, quality of life, and the full impact of wealth across generations, within a unified plan. https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/786b475d-343b-496b-9d1f-95e5094bde52/lws+susan.jpg Blog posts - LEVATUS Wealth | Short Introduction to Integrated Wealth Service - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.levatuswealth.com/news-blog/2023/7/20/financial-planning-for-employee-stock-option-plans monthly 0.5 2024-05-13 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1689877675439-V73NEBAI23LB6IN66AJ0/image-asset.jpeg Blog posts - LEVATUS Wealth | High Impact Employee Stock Option Strategy - Being awarded stock options by your company is a cherished benefit. Don’t blow it. https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/786b475d-343b-496b-9d1f-95e5094bde52/lws+susan.jpg Blog posts - LEVATUS Wealth | High Impact Employee Stock Option Strategy - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.levatuswealth.com/news-blog/levatus-investments-middle-east-conflict-and-possible-fallout-for-the-united-states monthly 0.5 2024-04-18 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1698266461035-NNIVH047GQUZ55E37C71/image-asset.jpeg Blog posts - LEVATUS Investments | Middle East Conflict and Possible Fallout for the United States - The conflict in the Middle East will have a direct impact on key macro economic risk factors. https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/59f1938d-6e0f-4347-8463-15d44e32137d/Keith_WEB-4.jpg Blog posts - LEVATUS Investments | Middle East Conflict and Possible Fallout for the United States - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.levatuswealth.com/news-blog/levatusliving2023 monthly 0.5 2023-10-09 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/3b9146d7-9845-44b6-93f0-9e8ee20ff176/2023+Annual+Levatus+Living1.jpg Blog posts - LEVATUS Living | Well-being and Community 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/d0d6f270-ba30-4056-98b6-794cbb4fd3b0/2023+Annual+Levatus+Living2.jpg Blog posts - LEVATUS Living | Well-being and Community 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.levatuswealth.com/news-blog/levatus-perspective-quantifying-the-value-of-a-financial-advisor monthly 0.5 2024-04-18 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1671567513060-V94JK13OIJLRR95QUFF2/unsplash-image-o70gjo9PGes.jpg Blog posts - LEVATUS Perspective | Quantifying the Value of a Financial Advisor - 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? Research shows that leadership behaviors commonly found in women – inclusiveness, pragmatism, openness, teambuilding – are leadership skill that can be particularly important for entrepreneurs, advisors and change makers. https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1671571587998-XQ5RGKZYA2MQVB1B5IR6/unsplash-image-gdL-UZfnD3I.jpg Blog posts - LEVATUS Perspective | Quantifying the Value of a Financial Advisor - Make it stand out Image by Casey Jarvis https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1640097180622-1SUEO2B5CPH0JR6QHON7/unsplash-image-HsTnjCVQ798.jpg Blog posts - LEVATUS Perspective | Quantifying the Value of a Financial Advisor - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1671571493146-PNSVWXBO69SC1AIXIB7A/unsplash-image-U_BVhzVrNyM.jpg Blog posts - LEVATUS Perspective | Quantifying the Value of a Financial Advisor - Make it stand out Image by Giulia May https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/482b1034-d6ca-45a4-a4ea-ef9e2ce3cab5/Susan_Dahl_Levatus.png Blog posts - LEVATUS Perspective | Quantifying the Value of a Financial Advisor - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.levatuswealth.com/news-blog/levatus-end-of-year-gifting monthly 0.5 2023-11-27 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/bb8b5e08-f065-4ddb-b6b3-d4673a98fdf7/andre-ouellet-zU3xcg52df0-unsplash.jpg Blog posts - LEVATUS Perspective | Year End Charitable Gifting Guide - Plan NOW, to up the IMPACT and boost the value of year end charitable gifting. https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/7dc2bdec-d8f4-4920-8002-a77e566c601c/Jessica_WEB-1.jpg Blog posts - LEVATUS Perspective | Year End Charitable Gifting Guide - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.levatuswealth.com/news-blog/levatus-perspective-unraveling-the-inflation-conundrum monthly 0.5 2024-04-19 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1695769350938-QHT6RKL4RSBYYW4596CQ/image-asset.jpeg Blog posts - LEVATUS Investments | Unraveling the Inflation Conundrum - ‘Ripple effects occur when an initial disturbance to a system propagates outward to unsettle an increasingly large portion of the system.’ The inflationary ripple effects from COVID are likely to be with us for years to come. Susan Dahl | CEO LEVATUS https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/44de9a26-3490-4082-81b8-c402ab5baffb/Innovation+Waves.png Blog posts - LEVATUS Investments | Unraveling the Inflation Conundrum - The Long Waves of Innovation Theory of innovation cycles developed by Joseph Schumpter https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/98f6b6b5-38d2-4285-9dbb-2f6493a45951/Susan_WEB-3.jpg Blog posts - LEVATUS Investments | Unraveling the Inflation Conundrum - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/59f1938d-6e0f-4347-8463-15d44e32137d/Keith_WEB-4.jpg Blog posts - LEVATUS Investments | Unraveling the Inflation Conundrum - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.levatuswealth.com/news-blog/levatus-wealth-top-tips-on-financial-planning-for-employee-stock-options monthly 0.5 2024-05-10 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1689942112349-P8HWAZ4LXCLEW0DWB3IW/image-asset.jpeg Blog posts - LEVATUS Wealth | Top Tips on Financial Planning for Employee Stock Options - Our Financial Advisors weigh in with their Top Strategy Tips for Employee Stock Options https://www.levatuswealth.com/news-blog/female-advisor-perspective-power-purpose-and-finding-control-in-divorce-mmpbc monthly 0.5 2026-02-14 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1678972558986-TWA5M9AY9FARKNBFP1QX/unsplash-image-4UgUpo3YdKk.jpg Blog posts - Female Advisor Perspective | Breathe, Organize, and Accelerate Out of Divorce Research shows that leadership behaviors commonly found in women – inclusiveness, pragmatism, openness, teambuilding – are leadership skill that can be particularly important for entrepreneurs, advisors and change makers. https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1678992848195-6ZVIX0NAXWA28B7UT1AP/unsplash-image-6CszxGveP8U.jpg Blog posts - Female Advisor Perspective | Breathe, Organize, and Accelerate Out of Divorce - Make it stand out Image by Shubham Dhage https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1678994230272-GHZW38MDK71F5ZCKJ1OG/unsplash-image-8JFMYz-a8Xo.jpg Blog posts - Female Advisor Perspective | Breathe, Organize, and Accelerate Out of Divorce - Make it stand out Image by: Giulia May https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1678997319795-95B7NSVAAL98AJYGZ4Z6/unsplash-image--wjk_SSqCE4.jpg Blog posts - Female Advisor Perspective | Breathe, Organize, and Accelerate Out of Divorce - Make it stand out Image by Tachina Lee https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/482b1034-d6ca-45a4-a4ea-ef9e2ce3cab5/Susan_Dahl_Levatus.png Blog posts - Female Advisor Perspective | Breathe, Organize, and Accelerate Out of Divorce - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.levatuswealth.com/news-blog/levatus-q-and-a-silicon-valley-bank-simple-questions-simple-answers monthly 0.5 2023-10-24 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1678812087829-SV0O2AQSHCZDLDXDBKX6/unsplash-image-FQ0tfv5xzBA.jpg Blog posts - LEVATUS Q + A | Silicon Valley Bank. Simple Questions. Simple Answers. - Everybody is talking about Silicon Valley Bank. ‘Should I worry?’ https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/bea3a21e-aed3-4d6e-81e6-2b4562b8f3ab/Susan.jpeg Blog posts - LEVATUS Q + A | Silicon Valley Bank. Simple Questions. Simple Answers. - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.levatuswealth.com/news-blog/levatus-investments-interplay-between-inflation-and-disruptive-change monthly 0.5 2023-09-26 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1679055248977-7YW4C5EKWYT3ZOMS283H/unsplash-image-Y6tGu-OH8lA.jpg Blog posts - LEVATUS Investments | Inflation + Disruptive Change = the Combination to Watch in 2023 - The interplay between inflation and disruptive change creates strong cross currents and interesting opportunities. https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/59f1938d-6e0f-4347-8463-15d44e32137d/Keith_WEB-4.jpg Blog posts - LEVATUS Investments | Inflation + Disruptive Change = the Combination to Watch in 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.levatuswealth.com/news-blog/LEVATUS Investment | Strategic Implications of Extreme Market Volatility-abzmh monthly 0.5 2024-08-07 https://www.levatuswealth.com/news-blog/levatus-lifestyle-boston-team-brings-on-the-night-in-beantown monthly 0.5 2025-05-08 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/fc0fb854-f3b8-4b05-927a-b9161e97b4fc/cotton+candy.jpeg Blog posts - LEVATUS Lifestyle | The LEVATUS Boston Team Brings on the Night in Beantown - LEVATUS Boston LEVATUS insiders guide to Boston night life with a high energy, fun evening that brought out Beantown’s best. https://www.levatuswealth.com/news-blog/levatus-q-and-a-market-is-not-going-up-what-can-i-do-tax-loss-harvesting monthly 0.5 2023-03-13 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1666740792095-GVL8FC317ZF8BGFW2AMC/unsplash-image-2pOOm36qQSU.jpg Blog posts - LEVATUS Q & A | The Market Is Not Going Up! What Can I Do? | Tax Loss Harvesting - With early year realized capital gains in the books, what do you do now in the wake of the subsequent market downturn? https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/ccb012d0-846f-4c14-ab89-dece375ff561/lws+liz.jpg Blog posts - LEVATUS Q & A | The Market Is Not Going Up! What Can I Do? | Tax Loss Harvesting - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.levatuswealth.com/news-blog/levatus-perspective-the-global-economy-and-markets-who-is-on-first monthly 0.5 2022-08-18 https://www.levatuswealth.com/news-blog/female-advisor-perspective-power-purpose-and-finding-control-in-divorce monthly 0.5 2026-02-14 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1678971456300-MW1URJK4AABRPAF1QJV2/unsplash-image-P6mdg0z5tHc.jpg Blog posts - Female Advisor Perspective | Power, Purpose and Finding Control in Divorce Research shows that leadership behaviors commonly found in women – inclusiveness, pragmatism, openness, teambuilding – are leadership skill that can be particularly important for entrepreneurs, advisors and change makers. https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1659027092204-ZPOHDQUKHPVS43SDWY1B/unsplash-image-YLplJ9m_RKE.jpg Blog posts - Female Advisor Perspective | Power, Purpose and Finding Control in Divorce - Make it stand out Image by Shubham Dhage https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1640097180622-1SUEO2B5CPH0JR6QHON7/unsplash-image-HsTnjCVQ798.jpg Blog posts - Female Advisor Perspective | Power, Purpose and Finding Control in Divorce - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1659028157427-PUP5FFBHR24WUVP5TA5Q/unsplash-image-8Fzn3XsIbxI.jpg Blog posts - Female Advisor Perspective | Power, Purpose and Finding Control in Divorce - Make it stand out Image by Giulia May https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1659024643705-IDI3Q751Q9KH0MMZ6YUT/unsplash-image-YLplJ9m_RKE.jpg Blog posts - Female Advisor Perspective | Power, Purpose and Finding Control in Divorce - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/482b1034-d6ca-45a4-a4ea-ef9e2ce3cab5/Susan_Dahl_Levatus.png Blog posts - Female Advisor Perspective | Power, Purpose and Finding Control in Divorce - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.levatuswealth.com/news-blog/levatus-lifestyle-2022-our-boston-office-has-moved monthly 0.5 2023-03-15 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/4cc0051d-bb84-4e38-903d-f9ddd4e47942/Moving+Copley+from+Charles.jpg Blog posts - LEVATUS Lifestyle | On the Move | The LEVATUS Boston Team has a Pretty New Space on Newbury - LEVATUS Boston The LEVATUS Boston Team has moved to a pretty new space at 115 Newbury Street. Hope to see you soon! https://www.levatuswealth.com/news-blog/levatus-q-and-a-market-is-not-going-up-what-can-i-do-covered-call-writing monthly 0.5 2022-10-26 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1655231598427-V3QCND9CIYEZWS5P608E/unsplash-image-Esq0ovRY-Zs.jpg Blog posts - LEVATUS Q & A | The Market Is Not Going Up! What Can I Do? | Covered Call Writing Strategy - The power of taking control, especially in a down market, is huge. Leveraging this power is at the heart of our most recent series, ‘The Market Is Not Going Up! What Can I do?’. First topic, Covered Call Writing. https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/f66fcdb0-9d39-418b-b3ff-ae7fa8d74d8b/Susan_WEB-3.jpg Blog posts - LEVATUS Q & A | The Market Is Not Going Up! What Can I Do? | Covered Call Writing Strategy - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/59f1938d-6e0f-4347-8463-15d44e32137d/Keith_WEB-4.jpg Blog posts - LEVATUS Q & A | The Market Is Not Going Up! What Can I Do? | Covered Call Writing Strategy - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.levatuswealth.com/news-blog/levatus-investment-strategic-implications-of-extreme-market-volatility monthly 0.5 2022-06-13 https://www.levatuswealth.com/news-blog/levatus-q-and-a-ukraine-putin-and-investment-strategy monthly 0.5 2022-06-13 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1645653612251-VCNA38KVG92PC6H79OLA/unsplash-image-c9OfrVeD_tQ.jpg Blog posts - LEVATUS Q & A | Ukraine, Putin and Investment Strategy | The Factors that Matter - While the current geopolitical questions around Ukraine and Russia are complex, the central investment impact may be more straightforward. https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/f66fcdb0-9d39-418b-b3ff-ae7fa8d74d8b/Susan_WEB-3.jpg Blog posts - LEVATUS Q & A | Ukraine, Putin and Investment Strategy | The Factors that Matter - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/59f1938d-6e0f-4347-8463-15d44e32137d/Keith_WEB-4.jpg Blog posts - LEVATUS Q & A | Ukraine, Putin and Investment Strategy | The Factors that Matter - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.levatuswealth.com/news-blog/LEVATUS Investment | Strategic Implications of Extreme Market Volatility monthly 0.5 2023-03-17 https://www.levatuswealth.com/news-blog/female-advisor-perspective-leadership-strengths-that-help-women-suceed monthly 0.5 2022-07-28 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1640037886688-2PME91EHHSNNLGVE1TB9/unsplash-image-mG28olYFgHI.jpg Blog posts - Female Advisor Perspective | Leadership Strengths that Help Women Succeed Research shows that leadership behaviors commonly found in women – inclusiveness, pragmatism, openness, teambuilding – are leadership skill that can be particularly important for entrepreneurs, advisors and change makers. https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1640096625168-DNZWSP1VV6BM5FXPXQF7/unsplash-image-8ZGZlksF8mo.jpg Blog posts - Female Advisor Perspective | Leadership Strengths that Help Women Succeed - Make it stand out Image by Shubham Dhage https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1640097180622-1SUEO2B5CPH0JR6QHON7/unsplash-image-HsTnjCVQ798.jpg Blog posts - Female Advisor Perspective | Leadership Strengths that Help Women Succeed - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/093fa236-7912-4aed-9edf-1987c5e339f8/unsplash-image-z-0-lt9RDEk.jpg Blog posts - Female Advisor Perspective | Leadership Strengths that Help Women Succeed - Make it stand out Image by Giulia May https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/482b1034-d6ca-45a4-a4ea-ef9e2ce3cab5/Susan_Dahl_Levatus.png Blog posts - Female Advisor Perspective | Leadership Strengths that Help Women Succeed - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.levatuswealth.com/news-blog/levatus-perspective-important-considerations-around-roth-conversions monthly 0.5 2021-12-21 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/8da58d66-9f14-49ae-b549-8de0d251e120/ibrahim-rifath--gozR2oo3-Q-unsplash.jpg Blog posts - LEVATUS Perspective | Important Considerations Around Roth Conversions - If you earn too much to contribute directly to a Roth IRA, there are still “backdoor” ways to move funds to this type of an account https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/9569db58-dfa7-4e02-bf55-a1dd4c14a093/Liz_WEB-4+%281%29.jpg Blog posts - LEVATUS Perspective | Important Considerations Around Roth Conversions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.levatuswealth.com/news-blog/levatus-q-and-a-what-should-i-do-with-my-old-401k monthly 0.5 2021-12-21 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1639825154940-XKFK0J42WKFIHSWS4K1C/unsplash-image-dDYRYivNzbI.jpg Blog posts - LEVATUS Q & A | What Should I Do With My Old 401(k) Accounts - Jessica Grande, LEVATUS Senior Client Advisor, answers questions about tracking down and revving up your old 401(k) plans https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/449b5b99-0cc9-4320-b77c-3501d7a9b3a6/Jessica_WEB-1.jpg Blog posts - LEVATUS Q & A | What Should I Do With My Old 401(k) Accounts - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.levatuswealth.com/news-blog/levatus-perspective-new-tax-proposal-not-a-repeat-but-it-rhymes monthly 0.5 2021-12-17 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1635524540797-U3AD9Y8EMVTYHRHHTB65/unsplash-image-Oaqk7qqNh_c.jpg Blog posts - LEVATUS Perspective | New Tax Proposal Not a Repeat, But It Rhymes - Highlights of the most recent tax proposal have a familiar focus, but key elements create a somewhat different planning backdrop. https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/b0a7dd4a-64c4-40d8-b093-edac810f1eb9/Susan_Dahl_Levatus.png Blog posts - LEVATUS Perspective | New Tax Proposal Not a Repeat, But It Rhymes - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.levatuswealth.com/news-blog/what-the-heck-is-going-on-in-china monthly 0.5 2021-12-17 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1632350881987-7X9ZQGXFKAOMIDXFU4D6/unsplash-image-5h_dMuX_7RE.jpg Blog posts - LEVATUS Investment | What the Heck Is Going on In China? - 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. Image by Milo Weiler https://www.levatuswealth.com/news-blog/2019/8/1/levatus-living-2021 monthly 0.5 2023-10-05 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1632414509617-HW88NFM00MJVM7WY3M76/1.+lev+living+2021.JPG Blog posts - LEVATUS Lifestyle | Well-being and Community - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1632414383568-WNQMPYI3EX1XITM6HOVF/2.+lev+living+2021.JPG Blog posts - LEVATUS Lifestyle | Well-being and Community - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.levatuswealth.com/news-blog/2021/9/23/levatus-perspective-crypto-currency-digital-assets-and-divorce-new-tool-kit-required monthly 0.5 2021-10-21 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1634170189477-U8UEODNKRP665AS6WJ5L/executium-Fg6lqLS4jWE-unsplash.jpg Blog posts - LEVATUS Perspective | Crypto Currency, Digital Assets and Divorce – New Tool Kit Required - Six ways crypto assets differ from traditional assets in divorce https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1632344229261-W5CJ1SWY1N10QPV09RYO/alejandro-escamilla-BbQLHCpVUqA-unsplash.jpg Blog posts - LEVATUS Perspective | Crypto Currency, Digital Assets and Divorce – New Tool Kit Required - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1632344572404-70TNSB1APIN8IIY4CTS9/tech-daily-Z_STDhd4E4k-unsplash.jpg Blog posts - LEVATUS Perspective | Crypto Currency, Digital Assets and Divorce – New Tool Kit Required https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1632344787181-75RLXY8XH4T5V2FGOQBV/kelly-sikkema-wgcUx0kR1ps-unsplash.jpg Blog posts - LEVATUS Perspective | Crypto Currency, Digital Assets and Divorce – New Tool Kit Required - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1632335515396-YXGDZLM79AH34IKR4JAK/sajad-nori-XihAgOYNHn4-unsplash.jpg Blog posts - LEVATUS Perspective | Crypto Currency, Digital Assets and Divorce – New Tool Kit Required https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1632335667962-CFVP0U04AN3SDD3I3LN8/brett-jordan-YcE0feO4DLI-unsplash.jpg Blog posts - LEVATUS Perspective | Crypto Currency, Digital Assets and Divorce – New Tool Kit Required https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1632345086917-U5YWYZZML1RD9K7CKQ0Z/annie-spratt-RCmr0Pe9Uxg-unsplash.jpg Blog posts - LEVATUS Perspective | Crypto Currency, Digital Assets and Divorce – New Tool Kit Required https://www.levatuswealth.com/news-blog/levatus-q-and-a-seven-inflation-questions-keith-savard monthly 0.5 2021-09-23 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1623685843970-O0BWRSMSYO6PIH6J5SD0/ian-dooley-TevqnfbI0Zc-unsplash.jpg Blog posts - LEVATUS Perspective | 7 Questions about Rising Inflation Rates with Keith Savard - Keith Savard, LEVATUS Chief Research Officer, answers questions about the recent increase in inflation. https://www.levatuswealth.com/news-blog/2021/6/10/levatus-perspective-whos-afraid-of-the-big-bad-crypto-currency-wolf-is-it-portfolio-managers monthly 0.5 2021-09-22 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1623334536733-IBYNITKFWNVOXQCGI5B7/Unsplash+milo-weiler-1AIYdIb3O5M-unsplash.jpg Blog posts - LEVATUS Perspective | Who’s Afraid of the ‘Big Bad Crypto Currency Wolf’? Is It Portfolio Managers? - 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? Image by Milo Weiler https://www.levatuswealth.com/news-blog/levatus-q-and-a-top-five-tax-change-questions-liz-darling monthly 0.5 2021-09-23 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1622819712142-KCKS29DL4669WRZIDFCJ/jd-designs-Bj-VrmQ7MVE-unsplash.jpg Blog posts - LEVATUS Q & A | 5 Questions on Potential 2021 Tax Changes with Liz Darling - Liz Darling, LEVATUS Senior Client Advisor, answers questions about potential 2021 tax changes and how they might impact wealth planning and strategy. https://www.levatuswealth.com/news-blog/levatus-lifestyle-2021-boys-and-girls-club-gala monthly 0.5 2022-06-13 https://www.levatuswealth.com/news-blog/private-wealth-wake-up-call-are-you-missing-out-on-the-most-meaningful-benefits-of-wealth monthly 0.5 2021-05-09 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1620211528142-IUCUJZI5YNSKMKC106TL/unsplash-image-rQfd_H10cEE.jpg Blog posts - Private Wealth Wake Up Call | Are You Missing Out on the Most Meaningful Benefits of Wealth? - You have seen it. There are people who succeed, and then there are people who FLOURISH. https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1620165811156-323X9QTGV2EF183AF5X1/unsplash-image-VJHb4QPBgV4.jpg Blog posts - Private Wealth Wake Up Call | Are You Missing Out on the Most Meaningful Benefits of Wealth? https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1620212407626-KJUOK0F1VZFAH158K9V5/unsplash-image-7esRPTt38nI.jpg Blog posts - Private Wealth Wake Up Call | Are You Missing Out on the Most Meaningful Benefits of Wealth? https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1620214886981-L6DDOBQ476328VQC1L0W/unsplash-image-UOavP_Z38lE.jpg Blog posts - Private Wealth Wake Up Call | Are You Missing Out on the Most Meaningful Benefits of Wealth? https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1620214204697-RVPZMCBTS0TCYI9L0E8Q/unsplash-image-QLiXaq0Orrc.jpg Blog posts - Private Wealth Wake Up Call | Are You Missing Out on the Most Meaningful Benefits of Wealth? https://www.levatuswealth.com/news-blog/2021/03/31/levatus-investments-simple-truths-about-financial-markets monthly 0.5 2021-05-05 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1617211884425-SMZ1MZGLH5X5WUNG0BPY/image-asset.jpeg Blog posts - LEVATUS Investments | Simple Truths About Financial Markets - 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. https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1617213078547-QN05TXK98QRVPMCI117L/unsplash-image-rEn-AdBr3Ig.jpg Blog posts - LEVATUS Investments | Simple Truths About Financial Markets Image by Tamas Tuzes-Kata https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1617213251690-JHCSFIGEA07BIYKLEGM9/unsplash-image-lVCHfXn3VME.jpg Blog posts - LEVATUS Investments | Simple Truths About Financial Markets Image by Ben White https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1617213449836-6OISKCSA7XHC4PMGY23V/unsplash-image-2EJCSULRwC8.jpg Blog posts - LEVATUS Investments | Simple Truths About Financial Markets Image by Alex Knight https://www.levatuswealth.com/news-blog/2020/12/15-levatus-and-artlifting-celebrating-thanksgiving-community-and-hope monthly 0.5 2021-06-04 https://www.levatuswealth.com/news-blog/2020/12/12/levatus-tax-and-estate-revisiting-an-uncertain-tax-landscape monthly 0.5 2021-02-08 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1608061327402-TE251KCPS2I9WHKV3GPC/image.jpg Blog posts - LEVATUS Tax and Estate | Revisiting an Uncertain Tax Landscape - The outlook for tax policy in 2021 remains fluid. Planning should reflect this. https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1608042964516-HO5OPPE4Z0OWJL375UHV/image-asset.jpeg Blog posts - LEVATUS Tax and Estate | Revisiting an Uncertain Tax Landscape https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1608044265041-7HM5HHOE2A2IG1D7CS7A/image.jpg Blog posts - LEVATUS Tax and Estate | Revisiting an Uncertain Tax Landscape https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1608043102186-BJC89KJ70RSWNH50EGGW/image-asset.jpeg Blog posts - LEVATUS Tax and Estate | Revisiting an Uncertain Tax Landscape https://www.levatuswealth.com/news-blog/2020/11/23-levatus-wealth-surprising-ways-wealth-impacts-children-liz-darling monthly 0.5 2020-12-17 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1575489538862-2KP7ZY4BH2XBO5HYW8Q5/Kind+Kids+2.jpg Blog posts - LEVATUS Wealth Advisor | Surprising Ways Wealth Impacts Children - You might be surprised at some of the ways wealth impacts children https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1605903569946-8LY3AIAHVMJVZ8CFHYWC/image-asset.jpeg Blog posts - LEVATUS Wealth Advisor | Surprising Ways Wealth Impacts Children - Self Esteem Celebrate the value of the little things in life https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1605904018217-Z7JL7WHXV0MHB15TKML5/image-asset.jpeg Blog posts - LEVATUS Wealth Advisor | Surprising Ways Wealth Impacts Children - Generosity My child isn’t generous. Should I worry? Growing up with wealth does not necessarily translate into generosity. Children’s receptiveness to learning and feeling the power of giving changes over the course of their young lives as they move through the different stages of cognitive development. In early childhood the brain is generally not ready for the complex topic of generosity, so it is not surprising that sharing toys does not compute! Late in the elementary years this changes though. https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1605904431705-WN3YGG325QZ303Z8FHV2/image-asset.jpeg Blog posts - LEVATUS Wealth Advisor | Surprising Ways Wealth Impacts Children - Financial Readiness Understanding the value of a hard-earned dollar takes practice. It is never too early to start talking to children about money, budgeting and saving. A piggy bank for early elementary aged children that is divided into spend, save and donate is one way to help young children start to understand the different roles of money in concrete terms (which is where they are in their cognitive development). As children get older it is important to reinforce that how much they spend, and how they spend it, matters. Setting up weekly chores around the house for which your child gets paid can help them understand the value of a dollar. As children approach middle and high school, using an online app such as FamZoo or Mint as a tool to help them set a budget and track cash flow reinforces that money does not grow on trees. All of this builds a foundation for when your child ultimately starts a career and becomes financially independent. https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1605904596786-5QOR1YY2AISVDW1A7A96/image-asset.jpeg Blog posts - LEVATUS Wealth Advisor | Surprising Ways Wealth Impacts Children - Career Children born into wealth have tremendous advantages. Sometimes all the help along the way, however, can translate into a lack basic financial skills and occasionally a lack of motivation as well. Finding a fulfilling career requires ‘testing’ what you are good at, figuring out what the world needs, understanding where your passions and skills lie. This requires some hands-on trial and error. Many parents in affluent families don’t want their kids to have a job because they want them to focus on school, sports or extracurricular activities. However, work provides real life insights and a sense of accomplishment that often school and sports cannot. https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1605904731505-DIA5QZ2QUSVFXXDIGR0N/image-asset.jpeg Blog posts - LEVATUS Wealth Advisor | Surprising Ways Wealth Impacts Children - Help! Where do I start? For LEVATUS clients the Children and Wealth Program runs from Newborn Planning through to Young Adult Career and Financial Coaching. Throughout the program there are common denominators - meet kids where they are developmentally when having discussions about money and think about financial planning through the lens of your child’s long-term fulfillment. At all stages of cognitive development children observe and absorb their parents’ actions. Remember there is value in sometimes buying the cheap seats and repairing something versus replacing it, even if you can afford to do otherwise. Capture the energy of experiences versus things as memories from experiences last a lifetime whereas things can be consumed and have a much shorter happiness impact. Think carefully about the right time to disclose details on wealth with your children. And finally, remember every child is different and every path to a truly fulfilling life will have different turns. https://www.levatuswealth.com/news-blog/2020/10/31/levatus-tax-and-estate-election-2020-finding-balance-on-the-tax-tightrope monthly 0.5 2020-12-12 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1604362806690-8GG1XDFDOSCIAGU7UL2A/image-asset.jpeg Blog posts - LEVATUS Tax & Estate | Election 2020 Finding Balance on the Tax Tightrope - 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. https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1604424395069-Y4AF0FGSTHE8FARLREHG/image-asset.jpeg Blog posts - LEVATUS Tax & Estate | Election 2020 Finding Balance on the Tax Tightrope https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1604424178705-81374XUYPQOUP76CR7YF/image-asset.jpeg Blog posts - LEVATUS Tax & Estate | Election 2020 Finding Balance on the Tax Tightrope https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1604424235045-U8ZSX7E5QZ8OH5945JZ9/image-asset.jpeg Blog posts - LEVATUS Tax & Estate | Election 2020 Finding Balance on the Tax Tightrope https://www.levatuswealth.com/news-blog/2020/10/31-levatus-tax-and-estate-election-2020 monthly 0.5 2021-02-08 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1604323276550-V0XYNHZ6OD69VVYX2JZ2/image-asset.jpeg Blog posts - LEVATUS Tax and Estate | Election 2020 Practical Planning for Estate Tax Swing Factors - 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. https://www.levatuswealth.com/news-blog/2020/10/30/voyager-magazine-interview-with-susan-dahl-wealth-advisor-female-trailblazer-and-innovator monthly 0.5 2021-11-16 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1604324506796-RYWQFYZOP2O5YWAMTZHG/Outdoor+Team_moses%2C+susan+%2C+douglas.jpg Blog posts - Voyager Magazine Q and A – Interview with Susan Dahl, Wealth Advisor, Female Trailblazer and Innovator - Voyager Magazine Q & A : Interview with Susan Dahl, Female Trailblazer and Innovator https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1604324244445-M53W51JGWW4IVNJA79JE/LEVATUS+Team+photo.jpg Blog posts - Voyager Magazine Q and A – Interview with Susan Dahl, Wealth Advisor, Female Trailblazer and Innovator - Decades of deep and diverse experiences have given us the tools needed to create an approach that asks more of wealth. https://www.levatuswealth.com/news-blog/levatus-q-and-a-top-five-impact-questions-with-keith-savard monthly 0.5 2021-06-04 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1602005957307-Y1Z2ST2G9OYSBRKQ96BZ/punctuated+equilibrium+zhimai-zhang-RtZMImEM6Gc-unsplash+%28002%29.jpg Blog posts - LEVATUS Q & A | Top 5 Impact Investing Questions with Keith Savard - Keith Savard, Chief Research Officer, answers your questions about ESG and Impact Investing https://www.levatuswealth.com/news-blog/2020/9/23/levatus-lifestyle-a-fresh-look-at-your-fall-financial-checklist monthly 0.5 2021-09-22 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1600888706895-WDZ8E25BUFQ4FETALOMN/alex-geerts-NuO6iTBkHxE-unsplash.jpg Blog posts - LEVATUS Lifestyle | Fresh Look at your Fall Financial Checklist - TEN TIPS for a Fruitful Fall from LEVATUS https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1601040577027-P0K4DCEKRS3FKTPEYNAC/isabella-and-louisa-fischer-9_5z24t0DFA-unsplash.jpg Blog posts - LEVATUS Lifestyle | Fresh Look at your Fall Financial Checklist Photo by Isabella and Louisa Fischer https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1601041159412-VU2S1ABC2DFWZ4NN4INE/fall+9+sander-weeteling-Itbk3pUYhpY-unsplash.jpg Blog posts - LEVATUS Lifestyle | Fresh Look at your Fall Financial Checklist - 1. Celebrate the value of the little things in life Celebrate the value of the little things in life https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1601057363052-MIUSD7MHYFJWFFY23C8K/fall+7+organize+stil-N9uOrBICcjY-unsplash+%28002%29.jpg Blog posts - LEVATUS Lifestyle | Fresh Look at your Fall Financial Checklist - 2. Get your accounts ready for the holiday The holidays can be a busy and cash flow intensive time of year so a fall review of your accounts and available cash to pay credit cards, make gifts and other annual expenses can be helpful. It is also a great time to review your budget. Enough of the year has gone by to determine a spending pattern, and there is still enough time left to make some adjustments. Some questions to ask yourself while reviewing your budget: are you on-pace to meet your savings goals, are there any areas that drastically differ than the target, and are there any cuts that need to be made? https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1601057537618-6ZMNZU72O7T320ZAPN0I/fall+8+freestocks-kEK6JV642fQ-unsplash+%28002%29.jpg Blog posts - LEVATUS Lifestyle | Fresh Look at your Fall Financial Checklist - 3. Capitalize on 2020 RMD adjustment opportunity The CARES Act enables any taxpayer with an RMD due in 2020 from a defined-contribution retirement plan, including a 401(k) or 403(b) plan, or an IRA, to skip those RMDs this year (RMD Relief). This includes anyone who turned age 70 1/2 in 2019 and would have had to take the first RMD by April 1, 2020. If you are currently taking an RMD but do not need to use the funds in the near future, you may want to consider stopping your RMD for the remainder of 2020. https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1601057664870-GU1BLNJ2AGLOZ04T75LJ/Fall+chris-lawton-5IHz5WhosQE-unsplash+%28002%29.jpg Blog posts - LEVATUS Lifestyle | Fresh Look at your Fall Financial Checklist - 4. Take control, check your credit In ordinary times you are entitled to a free credit report from each of the three credit reporting agencies: Equifax, Experian and TransUnion. However, due to COVID-19 and a flurry of credit related incidents you have access to one per week until April 2021 (Credit Report). Take control of your credit score before the holiday rush is upon us. Knowledge is power. https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1601058750332-IDGW6OMZBJ7Y87E405FV/flower+pic.jpg Blog posts - LEVATUS Lifestyle | Fresh Look at your Fall Financial Checklist - 5. Capture the positive energy of experiences Experiences can have a tremendously positive impact on our sense of well-being and so can the process of planning them. Map out trips for the coming year and check out flight prices. There are lots of deals and most airlines are offering free ticket changes: Many LEVATUS clients express a desire to travel in their Mission Statements. Being able to do what makes you happiest plus save a little at the same time it is certainly a win in our book! https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1601058888496-NSLY0U0HTKCUI81D5N0X/brigitte-tohm-Ko-boPSpCe0-unsplash.jpg Blog posts - LEVATUS Lifestyle | Fresh Look at your Fall Financial Checklist - 6. Maximize the power of open enrollment Many companies have open enrollment windows in the fall. Is yours one of them? Health care savings plans and cost-effective life insurance are just two of the treasures that often get lost in the holiday shuffle. Make time to review options on your own or with your advisor early in the fall, before holiday busyness takes over. Doing so with ample time before the deadline will make the process much less stressful (and make it less likely things get skipped) and give you a great feeling of control. p.s. Do you have a flexible spending account at work? Health Care and Dependent Care Flexible spending accounts expire at the end of each calendar year. Take some time now to review the amount you have left plus your anticipated needs. https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1601064256792-UNQ82M25KEJQNAMHZI5T/johnny-macri-c_ia-8IZjgg-unsplash.jpg Blog posts - LEVATUS Lifestyle | Fresh Look at your Fall Financial Checklist - 7. Optimize your children’s summer jobs Anyone with W2 earning, regardless of age, can contribute to a Roth IRA, which grows tax-free. Withdrawals are allowed after five years, penalty and tax-free, making a Roth IRA the account of choice for a teenager's summer earnings. It is a great way to get your kids starting to think about savings and investing early in their lives and careers. If your child has already spent their summer earnings on ice cream cones, parents can gift money up to the amount of the earnings in order to fund the account. Another idea is to do a match, if the child contributes $100 parents can match it. https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1601060946102-XPI1EQOJHQ0U2NJD31Y2/fall+poewr+fashion+gui-avelar-WiioBuIICFI-unsplash.jpg Blog posts - LEVATUS Lifestyle | Fresh Look at your Fall Financial Checklist - 8. Spice up your closet Find something new for your fall closet and declutter the rest. Feeling good and looking good add to confidence, empowerment and energy, which is great for your career and your paycheck. Get ready for fall with a new outfit and organize your closet for the colder months ahead in the process. Getting organized is an added bonus that helps give you a better sense of control and peace of mind and helps reduce stress. https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1601061165338-X9NII6MT5B2RNVMB4NNN/priscilla-du-preez-RrRNIG0335g-unsplash.jpg Blog posts - LEVATUS Lifestyle | Fresh Look at your Fall Financial Checklist - 9. Plan Annual Exclusion Gifts and Philanthropy Gifting, in the form of stock or other assets, is a tax efficient way to make charitable gifts and can also serve as a way to pass down money during your lifetime. The annual exclusion is the amount of money that one person may transfer to another as a gift within each calendar year without incurring a gift tax ($15,000 in 2020). Now is a good time to plan for pre – year end gifts to individuals and perhaps incorporate them into your holiday gift giving. https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1601061384486-NG02067XL84RMN53FBF2/jon-tyson-DwQVcudRcS8-unsplash.jpg Blog posts - LEVATUS Lifestyle | Fresh Look at your Fall Financial Checklist - 10. Take control of your tax bill Almost everybody would rather use their money on something other than paying taxes. Given the potential for a changing tax backdrop in the United States after the elections, tax planning is particularly important (WSJ). For assets held in taxable accounts, today’s heightened volatility offers a unique chance to enhance after-tax returns by reviewing potential tax-loss harvesting opportunities within portfolios. After all, what you keep after taxes is the real bottom line. https://www.levatuswealth.com/news-blog/2019/8/1/levatus-living-2021-3gykr monthly 0.5 2023-10-05 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1632413531780-6BC17NN8DT069IZQCALX/1.LL+2020.JPG Blog posts - LEVATUS Lifestyle | Well-being and Community 2020 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1632413553179-Y4ZX3SRSTM8LCWATF6OZ/2.LL2020.JPG Blog posts - LEVATUS Lifestyle | Well-being and Community 2020 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.levatuswealth.com/news-blog/2020/9/28/levatus-perspective-punctuated-equilibrium monthly 0.5 2021-03-31 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1603285581235-4HT4T0CMZRF5XGY9EZFT/punctuated%2Bequilibrium%2Bhalacious-OgvqXGL7XO4-unsplash.jpg Blog posts - LEVATUS Investments | Punctuated Equilibrium - Seeing and Seizing Opportunity During a Time of Intense Change Punctuated equilibrium is a theory of biological evolution developed by Steven Jan Gould and Niles Eldridge. The hypothesis is that evolutionary development is marked by isolated periods of rapid change, occurring between fairly long periods of little or no change. https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1601320005667-56NAG1C18MN2UBQELUMT/sectors+stocks+and+speed.jpg Blog posts - LEVATUS Investments | Punctuated Equilibrium https://www.levatuswealth.com/news-blog/2020/4/16/levatus-perspective-from-mitigation-to-rejuvenation-36c7p monthly 0.5 2020-10-25 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1587036861940-8I9R7SHVMSB8HCZ95CDK/joel-holland-TRhGEGdw-YY-unsplash.jpg Blog posts - LEVATUS Investments | From Mitigation to Rejuvenation - The Bottom Line: 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. https://www.levatuswealth.com/news-blog/2020/4/14/levatus-q-and-a-coronavirus-update-news-and-implications-m4mkt monthly 0.5 2020-12-17 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1586863115360-M599CLDD179JCO0ZRO60/adrien-delforge-f_z-SeG4vws-unsplash.jpg Blog posts - LEVATUS Q & A | Coronavirus Update: Risk Planning and Thoughtful Investing - Susan, LEVATUS CEO and CIO, and Keith, Chief Research Officer, answer questions about Coronavirus News and Updates https://www.levatuswealth.com/news-blog/2020/3/2/levatus-q-amp-a-coronavirus-and-the-wild-week monthly 0.5 2020-10-22 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1583181073637-7HOP92HCM22841DJKUZ7/corona+virus+and+the+wild+week.jpg Blog posts - LEVATUS Q & A | Coronavirus and the Wild Week - LEVATUS answers your questions about the Coronavirus and the Wild Week in the market. LEVATUS Q&A Coronavirus and the wild week https://www.levatuswealth.com/news-blog/2020/4/19/levatus-perspective-january-2020-7-percent-report monthly 0.5 2022-01-20 https://www.levatuswealth.com/news-blog/femalefinancialadvisor monthly 0.5 2021-12-23 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1568836149616-K92S340XVTQ9UVFRFHE8/karina-carvalho-ferriswheel.jpg Blog posts - LEVATUS Women and Wealth | Reflections on Wealth, Values and the Female Advisor - The headline has a note of surprise, people (not just women) want female financial advisors The headline has a note of surprise, people (not just women) want female financial advisors https://www.levatuswealth.com/news-blog/2019/8/5/levatus-perspective-rough-seas-of-uncertainty monthly 0.5 2020-10-25 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1565029899689-D2MK1JF4NP02OF4HQEY8/rough+sea+pic.jpg Blog posts - LEVATUS Perspective | Rough Seas of Uncertainty - Combined, central banks, China and income inequality, have the greatest potential to impact the global economy, financial markets and investors’ portfolios in the next few years. LEVATUS Perspective by Keith Savard. How Investors can prepare themselves for market uncertainty. https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1565356751180-BGWKW90UTQ07BW12FXU8/Rough+Seas+of+Uncertainty_Page_1.jpg Blog posts - LEVATUS Perspective | Rough Seas of Uncertainty https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1565029108128-KHVG1G0MGWLTVKABX8J4/Rough+Seas+of+Uncertainty_Page_2.jpg Blog posts - LEVATUS Perspective | Rough Seas of Uncertainty https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1565029129044-CVRVMFLIK3HUZRZXP31Q/Rough+Seas+of+Uncertainty_Page_3.jpg Blog posts - LEVATUS Perspective | Rough Seas of Uncertainty https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1565029160251-3T0ZJV9K6X6HQ96V8C38/Rough+Seas+of+Uncertainty_Page_4.jpg Blog posts - LEVATUS Perspective | Rough Seas of Uncertainty https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1565029187398-MOUL0CES0CMD9GATF0TH/Rough+Seas+of+Uncertainty_Page_6.jpg Blog posts - LEVATUS Perspective | Rough Seas of Uncertainty https://www.levatuswealth.com/news-blog/2019/8/1/levatus-living-2019 monthly 0.5 2021-09-23 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1564686497916-HX2RIJKO5O2WMQN5A22Y/Annual+Levatus+Living+2019+%28002%29_Page_1_Page_1.jpg Blog posts - LEVATUS Lifestyle | Well-being and Community 2019 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1564685415376-70P2FRKGRZA8LWZ0KPI7/Annual+Levatus+Living+2019+%28002%29_Page_2.jpg Blog posts - LEVATUS Lifestyle | Well-being and Community 2019 https://www.levatuswealth.com/news-blog/2019/6/27/levatus-boiling-it-down-a-new-investment-on-the-block-real-estate-opportunity-zones monthly 0.5 2020-10-25 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1561661065890-V1X3Q3UT4YMLOP3M1FBF/Opp+zone+Pic+1.jpg Blog posts - LEVATUS Tax & Estate | Real Estate Opportunity Zones – Quick take from RE veteran & financial advisor Liz Darling - “As a person who loves all things real estate, even I think it is a area where a step back is wise.” Liz Darling, of LEVATUS Wealth Services, discusses Real Estate Opportunity Zones. https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1561661243196-SIDI0I6RS8PKN4U9268B/RE+Opportunity+Zones_2019+June_Page_1.jpg Blog posts - LEVATUS Tax & Estate | Real Estate Opportunity Zones – Quick take from RE veteran & financial advisor Liz Darling https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1561661263353-PDSQ56HQUP5WZAYS4YKQ/RE+Opportunity+Zones_2019+June_Page_2.jpg Blog posts - LEVATUS Tax & Estate | Real Estate Opportunity Zones – Quick take from RE veteran & financial advisor Liz Darling https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1561661280273-E2659YQKC6K49EQ5AP8H/RE+Opportunity+Zones_2019+June_Page_3.jpg Blog posts - LEVATUS Tax & Estate | Real Estate Opportunity Zones – Quick take from RE veteran & financial advisor Liz Darling https://www.levatuswealth.com/news-blog/2019/5/22/levatus-perspective-the-secret-to-esg-investing monthly 0.5 2020-10-25 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1558550667359-5JMA8H4CBVO63XPIIYHY/Causeway+to+Beach.JPG Blog posts - LEVATUS Perspective | The Secret to ESG Investing - If good governance reduces the chances of unexpected bad outcomes, it improves the quality of the investment. https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1558548584697-PHAY2XRH59NL5LPDJKXO/The+Secret+to+ESG+Investing+Formatted_Page_1.jpg Blog posts - LEVATUS Perspective | The Secret to ESG Investing https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1558548381489-YVE650H06BI9Y3EIK0J3/The+Secret+to+ESG+Investing+Formatted_Page_2.jpg Blog posts - LEVATUS Perspective | The Secret to ESG Investing https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1558548406842-REB08Q8NQ9QW8W71RDWN/The+Secret+to+ESG+Investing+Formatted_Page_3.jpg Blog posts - LEVATUS Perspective | The Secret to ESG Investing https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1558548436723-WEN4DSY5W5V40GMP3NPL/The+Secret+to+ESG+Investing+Formatted_Page_4.jpg Blog posts - LEVATUS Perspective | The Secret to ESG Investing https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1558548529472-29GPSYQENZCYROAKSXK9/The+Secret+to+ESG+Investing+Formatted_Page_5.jpg Blog posts - LEVATUS Perspective | The Secret to ESG Investing https://www.levatuswealth.com/news-blog/2019/5/7/levatus-lifestyle-celebrating-the-impact-of-womens-leadership-c96k4 monthly 0.5 2020-12-16 https://www.levatuswealth.com/news-blog/2019/6/5/weston-town-crier-financial-empowerment-what-you-can-do monthly 0.5 2020-10-25 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1559758909834-5PPY37OMM8PQ2QKP2LT5/JG+presentation+%282%29.jpg Blog posts - LEVATUS Women and Wealth | Action Plan for Financial Empowerment - LEVATUS discusses the tools that retirees can use for financial empowerment https://www.levatuswealth.com/news-blog/2019/1/15/levatus-7-report-january-2019 monthly 0.5 2021-06-10 https://www.levatuswealth.com/news-blog/2019/5/7/levatus-lifestyle-cheese-for-good-one-bead monthly 0.5 2020-10-25 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1557504136827-VB0TN385RZ6NBLL5IIQO/with+wine+-+Copy+%282%29.jpg Blog posts - LEVATUS Lifestyle | Female Leadership, Empowerment and Community - One Bead is an exciting Boston non profit focused on the “power of empowering.” https://www.levatuswealth.com/news-blog/2018/12/7/levatus-perspective-politics-policies-and-markets monthly 0.5 2021-06-10 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1544201599712-4P8J8DAUT9UO0JQPN3O2/branches+with+ice+%28002%29.JPG Blog posts - LEVATUS Perspective | Politics, Policies and Markets - A popular narrative coming out of the midterm elections is that markets favor divided government. Keith Savard, Susan Dahl, Jessica Grande, Liz Darling https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1544196176638-4QOQR6I0OFNW31CH0MMP/Politics+Policies+and+Markets+FINAL_Page_1.jpg Blog posts - LEVATUS Perspective | Politics, Policies and Markets https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1544196280880-2886BE9FS2ZPJF0HW78M/Politics+Policies+and+Markets+FINAL_Page_2.jpg Blog posts - LEVATUS Perspective | Politics, Policies and Markets https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1544196305843-WHPBOPK9DJVD6BAYCUFT/Politics+Policies+and+Markets+FINAL_Page_3.jpg Blog posts - LEVATUS Perspective | Politics, Policies and Markets https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1544196325847-Q1EPQQY8Z7530KNELGQX/Politics+Policies+and+Markets+FINAL_Page_4.jpg Blog posts - LEVATUS Perspective | Politics, Policies and Markets https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1544196353647-T8BRSCI2A5SSUPBGUJF0/Politics+Policies+and+Markets+FINAL_Page_5.jpg Blog posts - LEVATUS Perspective | Politics, Policies and Markets https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1544196373314-HHIE1PNDN0OV1JVG847R/Politics+Policies+and+Markets+FINAL_Page_6.jpg Blog posts - LEVATUS Perspective | Politics, Policies and Markets https://www.levatuswealth.com/news-blog/2018/9/17/tedxbeaconstreet-interview-with-susan-dahl monthly 0.5 2020-10-25 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1537232638238-ETMIQI91L6PJOM76H90G/tedxinterviewpic.jpg Blog posts - TEDx Q&A | Passionate Entrepreneur Reflects on Achieving Meaningful Financial Success - TEDx Beacon Street Interview with Susan Dahl In November 2017, Susan Dahl, CEO of LEVATUS Wealth Services, spoke at TEDxBeaconStreet. Her colleagues, Jessica Grande and Liz Darling, were in the audience. https://www.levatuswealth.com/news-blog/2020/9/28/levatus-perspective-trepidation-of-transition monthly 0.5 2020-10-25 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1535645874566-0L7U7JDCKTSCJTK9VH6X/dock+at+sunset.jpg Blog posts - Levatus Investments | Trepidations of Transition The Bottom Line: There has been significant economic and financial change in the past six months. In our view, the data indicate that the world is officially moving from the decade-old “post financial crisis” era of easy money to one of transition. This transition will point us back to a more traditional policy framework and economic backdrop. Running alongside this will be some semblance of the natural ebbs and flows of the economic cycle. In this environment risks will rise, even in the context of supportive earnings. This doesn’t mean that a crisis is imminent. Money is, however, becoming harder for businesses (and governments) to access, meaning the financial safety net has become smaller. In addition, transition, in and of itself, can cause anxiety and volatility because the certainty of the previous regime is lost. Nevertheless, it is important to remember that this transition also has positive elements with one of the most important being the higher interest rates now available to savers. https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1601315251947-I8US71MB6KXSFVDML5R1/us%2Bbuy%2Bbacks.jpg Blog posts - Levatus Investments | Trepidations of Transition U.S. Corporate Buybacks as % of Operating Earnings https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1601315457212-H426ZLYSCX6WYAO0C2C8/nuy%252Band%252Bdiv.jpg Blog posts - Levatus Investments | Trepidations of Transition Buybacks & Dividends https://www.levatuswealth.com/news-blog/2018/4/2/levatus-perspective-emerging-markets-as-a-core-asset-class monthly 0.5 2020-11-11 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1522685619955-WJV0AC4F7NX5PJT0WPZE/sky.jpg Blog posts - Levatus Investments | Emerging Markets Risks and Opportunities - Once upon a time, the mere mention of emerging markets as a cores asset holding would have raised eye brows amongst investors. https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1522685335897-GMJW6IXVPKXO7FBIMC9R/EM_Page_1.jpg Blog posts - Levatus Investments | Emerging Markets Risks and Opportunities https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1522685354651-8WH5FHIY326PAF9RALU0/EM_Page_2.jpg Blog posts - Levatus Investments | Emerging Markets Risks and Opportunities https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1522685379677-MZ0BD1KGDPJ4YPISQ4BB/EM_Page_3.jpg Blog posts - Levatus Investments | Emerging Markets Risks and Opportunities https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1522685408467-2W1IODWCEBRTMYVHVOAB/EM_Page_4.jpg Blog posts - Levatus Investments | Emerging Markets Risks and Opportunities https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1522685434301-S6NLIA82I3OZOHLEIJDG/EM_Page_5.jpg Blog posts - Levatus Investments | Emerging Markets Risks and Opportunities https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1522685454675-T45M9LSNCWB83XIYF80S/EM_Page_6.jpg Blog posts - Levatus Investments | Emerging Markets Risks and Opportunities https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1522685476356-VI8EPRXZKNGHFCERH5N4/EM_Page_7.jpg Blog posts - Levatus Investments | Emerging Markets Risks and Opportunities https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1522685493901-HI07QK3UI6YDW0JNVBV4/EM_Page_8.jpg Blog posts - Levatus Investments | Emerging Markets Risks and Opportunities https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1522685511472-IP47EPF37UTM4L6WXIRW/EM_Page_9.jpg Blog posts - Levatus Investments | Emerging Markets Risks and Opportunities https://www.levatuswealth.com/news-blog/2018/2/12/levatus-7-report-january-2018 monthly 0.5 2020-10-25 https://www.levatuswealth.com/news-blog/2018/1/8/tedxbeaconstreet-what-about-joy monthly 0.5 2020-11-02 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1515448640598-DE7LT6N2VYEJZP0LV4HK/TxBS2017web-859.jpg Blog posts - LEVATUS Women and Wealth | TEDxBeaconStreet - What about Joy? - The financial industry has told us for decades what should make us happy...Why isn't it working? Susan Dahl addresses this question in her TEDx talk. https://www.levatuswealth.com/news-blog/2018/1/8/boiling-it-down-tax-reform-the-forest-for-the-trees monthly 0.5 2020-10-25 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1515439757326-3Y23RHA1SNMI143BQIN1/JOY.jpg Blog posts - LEVATUS Tax and Estate | Tax Reform - The Forest for the Trees - Their importance arises not only from the scale of the change they engender but from their timing and how it aligns with existing conditions. https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1515440542532-WJCNA47XG66SFKMK4UGE/cropped+Tax+Reform+-+Forest+for+the+Trees+pdf_Page_1.jpg Blog posts - LEVATUS Tax and Estate | Tax Reform - The Forest for the Trees https://www.levatuswealth.com/news-blog/2017/11/28/keith-article monthly 0.5 2020-10-25 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1512419623707-IAZKHYOGVA62Y8GJEZU7/Keith_WEB-2.jpg Blog posts - LEVATUS Perspective | Central Bankers and Investors Face Monetary Policy Quandry - While central bankers often were portrayed as masters of the universe during the global financial crisis, that characterization now appears to be under review... https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1512496914989-I7607UYNMRPV18UT7NK3/Insight+Note+-+Central+Bank+Quandry+PDF_Page_1.jpg Blog posts - LEVATUS Perspective | Central Bankers and Investors Face Monetary Policy Quandry https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1512496936410-2X8A9KMIHKVV6HAL73OF/Insight+Note+-+Central+Bank+Quandry+PDF_Page_2.jpg Blog posts - LEVATUS Perspective | Central Bankers and Investors Face Monetary Policy Quandry https://www.levatuswealth.com/news-blog/2017/11/28/re-article monthly 0.5 2020-10-25 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1512163542466-JIQBG4P1SY0IMQ7W41F9/Liz-3.jpg Blog posts - Levatus Perspective | Real Estate Entrepreneurs need 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https://www.levatuswealth.com/susandahl daily 0.75 2024-04-19 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1503508158896-N3XWULCGO1NGNPNF1JV3/Susan_WEB-3.jpg Susan Dahl Susan Dahl of LEVATUS Wealth Services https://www.levatuswealth.com/mission-archive daily 0.75 2019-09-23 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1506013188342-ZUVR6QS8N31X9ARIV5LM/Levatus_Light.jpg LEVATUS Wealth Service's Mission - A Deeper Approach Susan Dahl, Jessica Grande, Liz Darling and Keith Savard of LEVATUS Wealth Services https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1506021186206-GCI62FRHQ1XHCH7SF86A/Stock_WEB-10.jpg LEVATUS Wealth Service's Mission Moses of LEVATUS Wealth Services https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1506030345909-TCE6IBJBLC4MH4CWX0AO/Stock_WEB-27.jpg LEVATUS Wealth Service's Mission Liz Darling, Jessica Grande, Susan Dahl and Doug Dahl of LEVATUS Wealth Services 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This is its subtitle. https://www.levatuswealth.com/inquire daily 0.75 2026-03-20 https://www.levatuswealth.com/personal-priorities-assessment daily 0.75 2022-01-13 https://www.levatuswealth.com/update-levatus-perspective-new-tax-proposal-not-a-repeat-but-it-rhymes daily 0.75 2021-11-13 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1636566830211-J76JG2MYY4VTDKJ5138F/unsplash-image-Oaqk7qqNh_c.jpg Article UPDATE - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.levatuswealth.com/new-page-2 daily 0.75 2021-12-21 https://www.levatuswealth.com/female-advisor-perspective daily 0.75 2021-12-21 https://www.levatuswealth.com/new-page-3 daily 0.75 2022-05-10 https://www.levatuswealth.com/levatus-investments-strategy-implications-of-extreme-market-volatility daily 0.75 2022-05-11 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/17497531-1792-402a-8fab-0594b0e8fa51/TxBS2017web-new.jpg LEVATUS Investments | Strategy Implications of Extreme Volatility - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.levatuswealth.com/levatus-perspective-global-economy-and-markets-who-is-on-first daily 0.75 2022-08-18 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1660838462199-52RJG18IKRND4FOG7SG2/unsplash-image-VvQSzMJ_h0U.jpg THE GLOBAL ECONOMY AND MARKETS | Who’s on First? - Who’s on First? In the current market environment, where the interrelationship between the economy and asset markets has rarely been more complex or more precariously balanced, it is easy to lose track of 'Who's On First’. https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/935241f5-e42a-4307-a493-5183e497232b/Picture3.jpg THE GLOBAL ECONOMY AND MARKETS | Who’s on First? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/904c3b98-ebb7-41d9-88ed-1ece3a7d2177/Picture6.png THE GLOBAL ECONOMY AND MARKETS | Who’s on First? - Focus Points Economic Scenario Probabilities https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/6c18cff4-df20-4ca2-8b6b-fafc9feefd1f/Picture1.jpg THE GLOBAL ECONOMY AND MARKETS | Who’s on First? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.levatuswealth.com/leader-holistic-wealth-strategies daily 0.75 2023-11-17 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1600700050130-82VYXM4XHOUZXYZ3XN0E/Artboard+22.png Leader Holistic Wealth Strategies https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1581550765834-8TJ0H22EJII888K8AEYF/LEVATUSWEALTHSERVICES-boston-brandphotography-alicampbellphotography-16.jpg Leader Holistic Wealth Strategies - Private Wealth Management | Boston, MA & Providence, RI (Copy) Private Wealth Management | Boston, MA & Providence, RI https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1581550850306-7MM268O9FY6RZIW16HI6/Stock_WEB-9+%281%29.jpg Leader Holistic Wealth Strategies - Private Wealth Management | Boston, MA & Providence, RI (Copy) Private Wealth Management | Boston, MA & Providence, RI https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1581550850421-QMZPHGH69S78PUS6QCJ5/Stock_WEB-21.jpg Leader Holistic Wealth Strategies - Private Wealth Management | Boston, MA & Providence, RI (Copy) Private Wealth Management | Boston, MA & Providence, RI https://www.levatuswealth.com/important-disclosures daily 0.75 2023-11-30 https://www.levatuswealth.com/industry-leading-customized-wealth-strategies daily 0.75 2023-11-17 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1600700008508-37V37V7WUIH1SM2870CD/Artboard+21.png Industry Leading Customized Wealth Strategies https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/1581550047007-GS1QRCT94Y21DCLJVPOX/Private+Wealth+Management+%7C+Boston%2C+MA+%26+Providence%2C+RI Industry Leading Customized Wealth Strategies https://www.levatuswealth.com/levatus-is-growing daily 0.75 2024-05-16 https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/7d982da5-f0f5-456a-b6db-5ef94e60de3a/Nancy.jpg LEVATUS is Growing https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/7b383f69-39ee-46a3-8dfc-7d1b4c861bd6/Bruski.jpg LEVATUS is Growing https://images.squarespace-cdn.com/content/v1/599b4a9b2994caa4578dd155/6edc72dc-9c43-489d-a0fb-d98811986d42/Providence+2.jpg LEVATUS is Growing