Since many of us are spending more time at home, we pulled together a recommendation list of how some members of the LVW team are spending their time outside of working hours. Whether you're looking …
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By Joseph Zappia, CIMA, CCO, Co-CIO Deciding to do nothing is an active decision. Investors might be best served by resisting the urge to take action, and thereby resisting "action bias.” A …
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On March 27, 2020, President Trump signed the Coronavirus Aid, Relief, and Economic Security Act (“THE CARES ACT”), a $2 trillion relief package to support the U.S. economy. The bill provides economic …
On Friday, March 27th at 1 p.m. EST, LVW Advisors CEO and Founder, Lori Van Dusen, CIMA, and CCO/Co-CIO Joe Zappia, CIMA, held a "Market Update" conference call with clients and partners. On the call, …
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By Joseph Zappia, CIMA, CCO, Co-CIO and Jonathan Thomas, CFP®, Private Wealth Advisor “It took the S&P 500 only 22 trading days to fall 30% from its record high reached on February 19, 2019, …
Update as of March 20, 2020: We are now requiring the majority of our employees to work remotely. The business remains fully operational and our team continues to work diligently on your behalf. …
Continue Reading about A Message from LVW’s Senior Leadership Team about COVID-19 →
