Jared S. Levy

Jared S. Levy

Share

Jared’s practice is focused on risk management and estate planning for ultra high net worth families and small business owners. Domiciled in New York.

04/28/2026

Markets ended the week slightly higher, with stocks rising amid volatility tied to Iran-related geopolitical headlines. Treasury yields inched up on higher energy prices and firmer inflation expectations. Consumer spending remained resilient, though sentiment stayed subdued. For more key learnings, give our weekly market perspective a read.

hsl-pnw-downloadable-files.s3.amazonaws.com

04/20/2026

Over 50% of U.S. adults lack financial literacy. You can build loyalty, reduce stress, and boost productivity with education on savings, budgeting, and retirement. Let's connect.

04/14/2026

Markets rebounded as U.S.–Iran ceasefire optimism eased energy concerns, pushing oil prices lower and supporting risk assets. Treasury yields were largely unchanged, and volatility stayed elevated amid mixed signals on inflation, growth, and geopolitics. Learn more with this week’s market perspective and key insights.

hsl-pnw-downloadable-files.s3.amazonaws.com

04/06/2026

A strong executive benefits package helps you hire smarter and reduce turnover. From bonus programs to non-qualified plans, let’s partner with your tax and legal advisors to create a strategy that works.

Want your business to be the top-listed Accountant in New York?
Click here to claim your Sponsored Listing.

Telephone

Address


New York, NY
10017