Lori Van Dusen, CEO and Founder of LVW Advisors, has been ranked #1 in Forbes’ 2022 Best-In-State Women Wealth Advisors list for New York, excluding New York City. This is
We are pleased to announce that Forbes has named Lori Van Dusen #7 in the country and #2 in New York on its 2022 Top Women Wealth Advisors list. The
In our latest video, Joseph Zappia, CIMA, CCO/Co-CIO, and Jonathan Thomas, CFP®, Private Wealth Advisor, review 2021 fourth-quarter asset class returns and discuss the power of portfolio diversification, our perspective
In this week’s “The Big Q,” Barron’s dove into how financial advisors are playing the rotation out of growth stocks. LVW Advisors CEO and Founder Lori Van Dusen, CIMA, discussed
Download a copy of this newsletter Table of Contents FOURTH QUARTER MARKET REVIEW: INFLATION CHANGES THE GAME OUTLOOK: THE MARKET HAS SHIFTED POSITIONING: A TIME FOR CONSTRUCTIVE CAUTION LVW NEWS
Bitcoin and other Digital Assets have been a hot topic in mainstream and financial news over the past several years. However, there is a high level of misunderstanding when it
Despite the Great Resignation leaving small businesses nationwide with job vacancies, employers shouldn’t desperately hire just to fill the holes, as our CEO and Founder, Lori Van Dusen, recently told
LVW Advisors CEO and founder, Lori Van Dusen, CIMA, has been named to the Rochester Business Journal’s 2021 Power 30 Banking and Finance list. This year’s list honors financial services
The topic of Responsible Investing has recently garnered a lot of attention. While it may be referred to by various names, such as Socially Responsible Investing (SRI), Environmental, Social and
LVW Advisors CEO and Founder, Lori Van Dusen, spoke recently with ETF.com about fixed-income alternatives for investors looking for yield in a low interest rate environment. Read the full article
