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Continue Reading about [Video] Joe Zappia and Jonathan Thomas Dig into the SECURE and CARES Acts →
How the Recent Crisis is Impacting Dividends
By Joseph Zappia, CCO/Co-CIO Key takeaways: Dividend-paying stocks face pressure on many fronts today. Fundamental research and diversification are the keys to investing in …
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LVW Advisors “The Great Reset: What a Recovery Could Look Like” Webinar
On Friday, May 1st at 1 p.m. EST, LVW Advisors CEO and Founder, Lori Van Dusen, CIMA, and CCO/Co-CIO Joe Zappia, CIMA, held a webinar for clients and partners titled "The Great Reset: What a Recovery …
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The LVW Team’s “NYS On Pause” Recommendations
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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Deciding to do Nothing is an Active Decision
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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Highlights of the CARES Act
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 …
