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.
Read More
Looking forward to 2021, the outlook for tax policy remains fluid. Working with a wealth advisor to establish specific options for potential outcomes and keeping long term objectives in mind are two important ways to maintain control and keep strategy heading in the right direction.
Read More
Children who grow up in an environment of wealth are the beneficiaries of a multitude of opportunities and options, opportunities loving parents are excited to share. Setting your child on a path toward a happy adulthood, however, is more complex. It requires paying thoughtful attention to the hurdles wealth can create as well.
Read More
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.
Read More
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.
Read More
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.
Read More
Fall is here! It’s the time for apple cider donuts, pumpkin spice lattes, cozy socks and warm soups. Also, with more time being spent curled up by the fire indoors, it is a great time to get organized as we head into the end of the year.
Read More
Sharing some of the LEVATUS team’s special events and the everyday moments that so enrich our lives.
Read More
Seeing and Seizing Opportunity During a Time of Intense Change. The past six months have brought a barrage of seismic events - global pandemic, economic shutdown, social unrest, technological leaps, and an inflection point for biomedical research.
Read More
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.
Read More
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.
Read More
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.
Read More
Our annual big picture perspective on long-term investment growth and where to find it. Private client access.
Read More
The demand for female financial advisors is on the rise as noted in a recent WSJ article. As a team with female advisors, we examine this topic.
Read More
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.
Read More
Sharing some of the LEVATUS team’s special events and the everyday moments that so enrich out lives.
Photo credit: Chris Lawton, UnSplashed
Read More
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.
Read More
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.
Read More
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.
Read More