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This profile was last updated on 9/1/15  and contains information from public web pages and contributions from the ZoomInfo community.

Stephen F. Lovell

Wrong Stephen F. Lovell?

Financial Professional and Presid...

Phone: (925) ***-****  
Email: s***@***.com
Local Address:  California , United States
Lovell Wealth Legacy
201 Spear Street Suite 1100
San Francisco , California 94105
United States

Company Description: Lovell Wealth Legacy, in conjunction with LPL Financial, specializes in creating unique strategies that address such complex wealth management issues. My own family...   more

Employment History

Board Memberships and Affiliations


  • MBA
25 Total References
Web References
But, as noted to The Huffington ..., 1 Sept 2015 [cached]
But, as noted to The Huffington Post by Stephen F. Lovell, president of Lovell Wealth Legacy and host of a radio show on financial success, "In general, people preparing for retirement underestimate how long they will live which means they underestimate how much money they will need."
Moxie Woman Magazine » Boardroom Briefs, 13 Aug 2015 [cached]
It’s making them at the right time, says Stephen F. Lovell, a financial professional and president of Lovell Wealth Legacy ( “Doing the right thing at the wrong time makes it the wrong thing to do,� Lovell says. Don’t despair. April is National Financial Literacy Month, a good time to take stock of where you are money wise and explore how you can improve. Lovell says that by asking the right questions or taking the right precautions, you can sidestep these common financial mistakes: • Becoming infatuated with the latest hot investment. It’s easy to be seduced by whatever is creating the greatest buzz. After all, you don’t want to miss out while everyone else is reaping rewards. Resist the temptation, Lovell says. Momentary sizzle doesn’t guarantee long-term success. “Hot investments are like ice cubes,� he says. “They’re solid when you get them, but they soon liquefy and when you liquidate, your gains trickle away.�
• Neglecting to consider all the options. Savvy investors use different kinds of investments to satisfy different financial needs, Lovell says. Don’t neglect the full array of available investments. “Relying only on stocks, bonds and cash puts you at a disadvantage,� he says.
Too many people let their income level set the ceiling on how much they spend each month, Lovell says. Such spendthrift habits leave people living paycheck to paycheck and when the inevitable emergency arises â€" a car repair, a medical bill â€" the bank account is short and they need to take on debt just to survive until the next payday.
Your budget, not your income, should dictate spending limits, Lovell says. If you don’t have a monthly budget â€" and many people don’t â€" now is a good time to create one, he says. Just make sure the amount you budget to spend is less than your net income, and then stick to your budget. Otherwise, you’ll soon creep into the realm of deficit spending, a place best avoided.
• Trying to go it alone. Most people, whether they want to admit it or not, need investment advice, Lovell says. Without reliable guidance, they can end up lost in the financial jungle and succumb to numerous hazards that await the unwary. “You need someone who understands all the upsides and all the pitfalls,� he says.
Stephen F. Lovell, founder ... [cached]
Stephen F. Lovell, founder of Lovell Wealth Legacy, said that capital gains taxes already favor long-term investment.
"It's like a speech from a different era," Mr. Lovell said.
But Mr. Lovell said Ms. Clinton was misguided in other ways.
"The people at the top are increasingly paying more" in taxes, Mr. Lovell said. "It's absurd. It's like no one is looking at the numbers."
Income inequality "is not a matter of unfair distribution," he added.
Taking The Plunge | Money Matters with Rose Greene, 19 Sept 2010 [cached]
"Clients who get denied coverage could get really annoyed with you," said Stephen Lovell, an adviser with Forsyth Heritage, which manages $30 million in assets.
Giroux | Resources, 2 Mar 2005 [cached]
Assuming you can afford to keep HSA dollars stowed away, "they're probably better off being reserved for retirement," says Stephen Lovell, a certified financial planner with Forsyth Heritage in Walnut Creek, Calif.
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