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
- Tweets4.5K
- Following1.4K
- Followers826
- Likes232
Level Financial retweeted
@LevelFinancial worth a warning to clients and maybe encourage some political feedback to their Congressional Reps and Senators. Thanks for all the good advice. news.yahoo.com/congress-dang…
Level Financial retweeted
.@LevelFinancial in Amherst sees growth opportunities in the Southtowns. So it's going to open an office in Hamburg. #financialplanning #wealthmanagement #expansion bizj.us/1pvava
Level Financial retweeted
Our desire to predict the future of the economy is insatiable. Unfortunately it’s futile. A great line from chapter 1 of “The Origin of Wealth”
Level Financial retweeted
Speaking of @LevelFinancial, last week's story about the firm's former partner Richard Schroeder highlights his thoughts on journalism, changing careers and what's ahead in retirement. bizj.us/1psb7o
Level Financial retweeted
Lower RMDs? Could have big impact on tax planning
#Retirement
cnbc.com/2018/08/31/trump-se…
Level Financial retweeted
I discuss Tesla’s struggles and the impact on WNY in this @news4buffalo special w/ @LukeMoretti4
$TSLA #SolarCity
wivb.com/news/local-news/cru…
Level Financial retweeted
@LumsdenCPA's Stephanie Wilkinson (@JLBuffalo Financial Vice President) with Rosanne Braxton, @JLBuffalo President and President of @LevelFinancial at #JLBDerbyDay #kentuckyderby #kentuckyderby2018
Level Financial retweeted
“Someone dealing with your finances can really be transformative — it’s like removing an anvil from your back,” said a Certified Financial Planner Board of Standards ambassador nyti.ms/2qNhAut
Level Financial retweeted
Check out this helpful segment by @4AngelaC on last minute tips for tax filers
#TaxDay2018
wivb.com/news/local-news/tod…
Level Financial retweeted
Did you file your taxes yet? If you need more time, you can file an extension. Level Financial Advisor VP Steven Elwell shows us how you can do it online & shares tips for last minute filers. Tune in to @news4buffalo at noon
Level Financial retweeted
Steve Elwell @LevelFinancial explains bill to rollback banking regulations:
wben.com/media/audio-channel…
Level Financial retweeted
Tune in to @news4buffalo at 6pm tonight as I comment on NY’s business tax climate: teapaw.org/news4buffalo/status/96…
Level Financial retweeted
A #Fact worth remembering: On Monday, October 19, 1987, the Dow fell 508 points. At the time, that represented more than a 20% drop....
The Dow finished positive that year.
#Perspective #TakeTheLongView #Finance
Level Financial retweeted
Should be required in all 50 states. And fix the 403b market for the teachers while we’re at it teapaw.org/cnbc/status/9616357750…
Only 17 states require high school students to take a course in personal finance cnb.cx/2nOC9pC
Level Financial retweeted
Volatility is back!
Always ironic to me how investors with cash wait to “buy the dip” and then get spooked when the dip actually happens
Level Financial retweeted
Is your advisor a fiduciary at all times? Are they transparent about how they get paid? teapaw.org/marketwatch/status/959…
Level Financial retweeted
I fully expect use of QCD to explode over the next few years. But make sure it is correctly reported (excluded) on your tax return! teapaw.org/newsfromin/status/9551…
Why aren't clients using qualified charitable distributions? @theslottreport says QCDs are more valuable than ever. bit.ly/2mL36Ju
Level Financial retweeted
Past performance does not guarantee future returns. Keep that in the back of your head every time you hear about a “hot” fund manager
marketwatch.com/story/why-yo…
Level Financial retweeted
Interesting... NY's Governor Cuomo has signed an executive order allowing the early payment of 2018 property #taxes in order to help New Yorkers impacted by the #TaxReform's new SALT restrictions #TCJA