Donor-advised funds can be valuable tools for individuals and families looking to streamline their charitable giving, maximize tax benefits, and engage in strategic philanthropy.
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Plan NOW, to up the IMPACT and boost the VALUE of year end charitable gifting.
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The Silicon Valley Bank collapse has rattled investors and the markets. In this Q and A with LEVATUS Chief Investment Officer, Susan Dahl, we will drill down on the question most on people’s minds, “Do we have anything to worry about?”
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The interplay between inflation and disruptive change is likely to create strong cross currents and interesting opportunities in 2023
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In our new series, The Market Is Not Going Up! What Can I Do?, the team at LEVATUS Wealth Services highlights some of the ways we are helping our clients to take control in a down market. This month’s topic is Tax Loss Harvesting. This is a strategy that is useful under many market conditions, but particularly when volatility is high.
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In our new series, The Market Is Not Going Up! What Can I Do?, we will highlight some of the ways we are helping our clients to take control in a down market. The first topic we will feature is Covered Call Writing. This is a strategy that is useful under many market conditions, but particularly when volatility is high.
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While the current geopolitical questions around Ukraine and Russia are complex, the central investment impact may be more straightforward. Susan Dahl and Keith Savard sit down with Senior Client Advisors to answer questions about the impact of current events on private client investment strategy.
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Roth IRAs can be a powerful savings and estate planning tool, and can add value within a broad retirement planning strategy.
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Jessica Grande, LEVATUS Senior Client Advisor, answers questions about tracking down and revving up your old 401(k) plans.
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Highlights of the most recent tax proposal have a familiar focus, but key elements create a somewhat different planning backdrop.
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Starting with the 2020 Presidential race and continuing into the Summer of 2021, proposed tax changes, namely increases to income and capital gains taxes, have been on many investors minds.
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Impact Investing as well as ESG Investing seems to be very trendy topics right how, however, there Is not always a clear cut definition for what it means for investors. Liz Darling, Senior Client Advisor, asked Keith Savard some pressing client questions.
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In light of the rapidly evolving news in the past week, Jessica followed up on her earlier Q&A session with Susan, LEVATUS CEO and CIO, as well as Keith Savard, Chief Research Officer.
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Senior Client Advisor, Jessica Grande sat down with Susan Dahl, LEVATUS CEO and CIO, to chat about markets, the Coronavirus, her perspective on portfolio positioning and what’s ahead after this volatile week.
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