August 2024 started with a swift drawdown in markets. As with many such corrections, a major contributor was leverage.
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Integrated Wealth Service offers a modern approach to financial planning, formally connecting services that support financial growth and security, to processes that address the many and varied ways financial decision-making impacts other core contributors to our quality of life such as – relationships, sense of purpose, and sense of control.
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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?
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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?
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The LEVATUS Boston Team Brings on the Night in Beantown
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The LEVATUS Boston Team has moved! to a pretty new space at 115 Newbury Street.
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This May, LEVATUS was proud to be a sponsor of the Waltham Boys & Girls Club 24th Annual Gala event. Celebrating its 75th Anniversary, the Waltham Boys & Girls Club strives to assure success is within reach of every young person who enters their doors.
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The Annual LEVATUS Thanksgiving Celebration took on new sparkle this year as we partnered with ARTLIFTING, a wonderful Boston based organization that champions artists struggling with homelessness and disabilities.
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Part opportunity zone, part danger zone, part social good – the trick is figuring out how much of each lies in the real estate industry’s newest investment niche, real estate opportunity zones.
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The secret to effective ESG investing begins with focusing on the “G”. The reason, good governance reduces the risk of bad mistakes of all sorts, including social and environmental.
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On May 9th, the LEVATUS team hosted some of Boston’s preeminent female leaders to Rock the Runway and Celebrate the Impact of Women, the Power of Fashion and the Energy of Living on Purpose.
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Susan Dahl, Liz Darling, and Jessica Grande, spoke to a lively crowd of retirees about taking control over their finances.
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Our annual big picture perspective on long-term investment growth and where to find it. Private client access,
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As central banks step aside, the world economy needs politicians to work toward policies that thoughtfully support continued economic growth.
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After Susan Dahl gave her 2017 TEDxBeaconStreet talk, What About Joy?, she sat down for an interview to discuss her experience.
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Many investors have viewed emerging market assets as mostly a periodic diversification opportunity at best. That may be changing.
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The financial industry has told us for decades what should make us happy ...Why isn't it working?
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There are many lists one could create regarding the various changes and elements of the final tax reform bill, lots of “trees,” changes to brackets and rates and thresholds. There are, however, a handful of big picture items that really matter.
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While central bankers often were portrayed as masters of the universe during the global financial crisis, that characterization now appears to be under review as the...
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Real estate clients need a different brand of wealth services, one that provides solutions to support their unique needs. The traditional model of wealth management is incentivized by gathering assets under management (AUM) and short-term results. It also puts a premium on...
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