Financial Advisor / Wealth Management

In the latest episode of the Wealthy Behavior podcast, I spoke to Caleb Silver, Editor in Chief at Investopedia. We discussed:

  • Investopedia and why it’s a great resource for financial information
  • Financial literacy basics you must learn and the stepping stones to elevating your personal finance knowledge
  • Best personal finance books to read
  • How and why to invest

We are excited to announce that James Williams Jr., CFA, from Next Level Financial, will be presenting at Baker Tilly’s DevelUP’24 conference in Chicago on April 17-18, 2024.

Event Overview: DevelUP’24 is a premier conference uniting professionals from commercial real estate, economic development, and private & public capital, with a mission to create an equitable economic development ecosystem.

Save the

Tracking your spending is important. As I explained in my book:

How do you know how much you’re spending and saving unless you keep track of it? How can you improve without a starting point? What spending categories contribute the most to your overall costs? You also need an accurate spending number to build a financial plan.

Track your

Happy 2024! In this quarter’s 20 Minutes on the Market, we cover three frequent questions:

  • What’s the latest on recession fears?
  • Will interest rates finally start coming down?
  • How was 2023 in the stock market and what’s coming in 2024?

We hope you find it helpful and invite your feedback and topics you’d like to see us cover in future

Running a business involves juggling many tasks, and your accountant is one crucial player in your team. But how do you know if they’re positively impacting your bottom line? In this blog post, we’ll break down the signs that your business accountant is doing a stellar job in a way that’s easy to understand.
Clear Communication:A great accountant knows how

Are you frustrated by high taxes on investments owned by your trust?
Trusts are one of the most common estate planning tools for a range of goals and can be an effective way to reduce estate taxes. But income taxes can be a challenge. Like you, trusts pay taxes on earnings from assets like stocks and bonds. Some trusts pass

When an index like the S&P 500 rallies, as it did in 2023, a few common questions arise.
If my portfolio underperformed the S&P 500 last year, do I need to make a change? Should this matter to me?
These questions make sense because it’s common to compare your strategy against the most popular benchmarks – but should you? The

Next Level Financial is featured in an article titled “The Future Is Fractional. Here’s What It Means for You & Your Startup.” The article explores the trend of fractional leadership in startups for 2024. Hiring full-time executives can be costly, and fractional executives provide a cost-effective solution. They bring expertise to fill technical or business blind spots, enhancing a startup’s