Fee-only, SEC Registered Investment Advisor. Our tweets are not meant as advice, consult your personal financial advisor. RTs are not endorsements.
East Amherst, NY
Joined October 2013
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Rally one day, sell-off the next. Mike Angelucci, CFP® on WBEN: the AI stock pullback looks more like a correction than a bubble bursting, and long-term investors shouldn't overreact. 🎧 levelFA.com/wall-street-whip…
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Congrats to Alyssa Bogardus, CFP®, on completing Dale Carnegie's "Develop Your Leadership Potential" course in Buffalo! 🎉 We are proud of her commitment to leadership and client service. bit.ly/4kpeIAs #Leadership #DaleCarnegie
The Fed held interest rates steady this week, but two officials wanted another hike. We also look at Q3 growth, your 2027 COLA's real value and working past 70. hubs.la/Q04CTC4S0
Is AI a bubble? Level's Mike Angelucci, CFP® joined WBEN to talk about Anthropic's planned IPO and how much tech exposure makes sense for retirees. hubs.la/Q04CP26W0
Q3 2026 market update: the 10-year Treasury yield hit 5.29%, bonds fell, and AI spending kept driving stocks. Level's Chief Investment Officer Steven Elwell, CFP®, explains what it means for savers and retirees. hubs.ly/Q04Cqv3D0
Social Security benefits will rise 3.6% in 2027, the largest increase in four years, according to AARP. This week we also look at Medicare open enrollment, which runs through Dec. 7, and what is changing for 2027. For informational purposes only. hubs.la/Q04BrzB10
