Category: Thought Leadership

Welcome to the spring edition of LVW’s The Serious Investor. As the year began, inflation had come down markedly while economic growth remained solid, raising hopes for a soft landing.

Contributed by Joseph Zappia This is the biggest election year in world history. Seventy-six countries — home to roughly 4.4 billion people — will hold political contests in 2024. You

By Jonathan Thomas, Private Wealth Advisor If you’ve saved diligently in a 529 college savings plan, a question might linger: “What if my child won’t need all those saved dollars

Welcome to the winter edition of LVW’s The Serious Investor. Economic growth moderated but continued to beat expectations in the fourth quarter, while inflation eased and the Federal Reserve indicated

By: Joseph Zappia, CIMA®, Principal, LVW Advisors  Goods inflation, as measured by the core Consumer Price Index (CPI), has decreased sharply since the peak in 2022, as supply chains have

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

By Jonathan Thomas, Private Wealth Advisor Tax season can be a source of stress for many individuals, but with strategic planning, retirees can navigate it with confidence, saving money and

Welcome to the fall edition of LVW’s The Serious Investor. In the third quarter, stronger-than-expected economic growth led investors to recalibrate their expectations for Federal Reserve policy, contributing to muted

By Joseph Zappia, Principal, Co-Chief Investment Officer Because of shifting retirement legislation, including SECURE Act 1.0 and SECURE Act 2.0, current and proposed regulations are confusing and will likely change

Contributed by: Joseph Zappia, CIMA®, Principal, LVW Advisors  This information is provided by LVW Advisors for general information and educational purposes based upon publicly available information from sources believed to