Janet Levaux

San Francisco

Editor-in-Chief and Writer at ThinkAdvisor

Lead @ThinkAdvisor; cover financial advisors & markets; support #Venezuelans and San Antonio @Spurs; @SAISHopkins & @Yale alum; miss living in Asia, LatAm & EU.

Featured in: Favicon

thinkadvisor.com Favicon

mercurynews.com Favicon

law.com

eastbaytimes.com Favicon

montereyherald.com Favicon

thereporter.com Favicon

timesheraldonline.com Favicon

benefitspro.com Favicon

dailydemocrat.com Favicon

globest.com + 5 more

Articles

BNY Rolls Out New Products, Services at Insite Event

4 days ago | thinkadvisor.com | Janet Levaux

Immediate Answers to Critical Tax Questions At Your Fingertips Keep up with the latest tax rules and regulations with weekly, exclusive updates by our Tax Facts experts. Get More Information Recently Added Q&As Recently Updated Q&As What is a high deductible health plan for purposes of an HSA? Get Answer Recently Updated Q&As Are remote workers eligible for leave under the Family and Medical Leave Act (FMLA)?
RBC Wealth Lands $1.6B UBS Group

1 week ago | thinkadvisor.com | Janet Levaux

Immediate Answers to Critical Tax Questions At Your Fingertips Keep up with the latest tax rules and regulations with weekly, exclusive updates by our Tax Facts experts. Get More Information Recently Added Q&As Recently Updated Q&As What is a high deductible health plan for purposes of an HSA? Get Answer Recently Updated Q&As Are remote workers eligible for leave under the Family and Medical Leave Act (FMLA)?
Luminaries 2025 Nominations Are Open

2 weeks ago | thinkadvisor.com | Janet Levaux

Immediate Answers to Critical Tax Questions At Your Fingertips Keep up with the latest tax rules and regulations with weekly, exclusive updates by our Tax Facts experts. Get More Information Recently Added Q&As Recently Updated Q&As What is a high deductible health plan for purposes of an HSA? Get Answer Recently Updated Q&As Are remote workers eligible for leave under the Family and Medical Leave Act (FMLA)?
11 Best & Worst Broker-Dealers: Q1 2025

3 weeks ago | thinkadvisor.com | Janet Levaux

11 Best & Worst Broker-Dealers: Q1 2025 Slideshow May 15, 2025 at 03:17 PM Start Slideshow In the quarter ended March 31, nine of the 11 broker-dealers tracked by ThinkAdvisor reported increased earnings over the year-ago period. Client assets at all 11 BDs grew in the first quarter, despite a 4.3% drop in the S&P 500 and a 10.3% fall in the Nasdaq Composite Index during the period. Start Slideshow Janet Levaux More on this topic
Hightower Takes Stake in $3.8B Bicoastal Wealth Firm

3 weeks ago | thinkadvisor.com | Janet Levaux

Immediate Answers to Critical Tax Questions At Your Fingertips Keep up with the latest tax rules and regulations with weekly, exclusive updates by our Tax Facts experts. Get More Information Recently Added Q&As Recently Updated Q&As What is a high deductible health plan for purposes of an HSA? Get Answer Recently Updated Q&As Are remote workers eligible for leave under the Family and Medical Leave Act (FMLA)?
Schwab Rehires RIA Exec From LPL

1 month ago | thinkadvisor.com | Janet Levaux

Immediate Answers to Critical Tax Questions At Your Fingertips Keep up with the latest tax rules and regulations with weekly, exclusive updates by our Tax Facts experts. Get More Information Recently Added Q&As Recently Updated Q&As What is a high deductible health plan for purposes of an HSA? Get Answer Recently Updated Q&As Are remote workers eligible for leave under the Family and Medical Leave Act (FMLA)?
What the LPL-Commonwealth Deal Means for Advisors

1 month ago | thinkadvisor.com | Janet Levaux

Immediate Answers to Critical Tax Questions At Your Fingertips Keep up with the latest tax rules and regulations with weekly, exclusive updates by our Tax Facts experts. Get More Information Recently Added Q&As Recently Updated Q&As What is a high deductible health plan for purposes of an HSA? Get Answer Recently Updated Q&As Are remote workers eligible for leave under the Family and Medical Leave Act (FMLA)?
Gundlach, Bianco: 8 Predictions for Tariff-Tossed Markets

1 month ago | thinkadvisor.com | Janet Levaux

Gundlach, Bianco: 8 Predictions for Tariff-Tossed Markets News April 29, 2025 at 01:44 PM Start Slideshow As the markets gyrate from one day to the next, financial advisors and their clients may find the latest stock, bond and other predictions from DoubleLine Capital CEO Jeffrey Gundlach and Bianco Research President Jim Bianco both helpful and sobering. Start Slideshow Janet Levaux More on this topic
Bluespring Taps Former LPL Exec for Growth Role

1 month ago | thinkadvisor.com | Janet Levaux

What is a high deductible health plan for purposes of an HSA? Get Answer Are remote workers eligible for leave under the Family and Medical Leave Act (FMLA)? Get Answer Is the value of employer-provided coverage under accident or health insurance taxable income to an employee when the coverage is provided for the employee’s spouse, children or dependents? Get Answer What auto-enrollment rules apply to 401(k) plans starting in 2025?
Raymond James Adds 3 Teams With $2B in Assets

1 month ago | thinkadvisor.com | Janet Levaux

Immediate Answers to Critical Tax Questions At Your Fingertips Keep up with the latest tax rules and regulations with weekly, exclusive updates by our Tax Facts experts. Get More Information Recently Added Q&As What is a high deductible health plan for purposes of an HSA? Get Answer Are remote workers eligible for leave under the Family and Medical Leave Act (FMLA)?