|
|
On September 13, 2021, the House Ways and Means Committee unveiled a government-funding proposal involving a series of tax hikes and reforms. Below, we have outlined a summary of the proposals that …
Continue Reading about President Biden’s Tax Proposals and What They Could Mean For You →
In our latest video, Joseph Zappia, CIMA, CCO/Co-CIO, and Jonathan Thomas, CFP®, Private Wealth Advisor, discuss second quarter asset class returns, the economic recovery and GDP growth projections, …
Continue Reading about [Video] Third Quarter State of the Markets →
Download a copy of this newsletter Table of Contents SECOND QUARTER MARKET REVIEW: THE GREAT REOPENING OUTLOOK: ROSE-COLORED GLASSES LVW NEWS Welcome to the summer issue of The Serious …
Continue Reading about The Serious Investor: Summer 2021 | Quarterly Newsletter →
LVW Advisors CEO and Founder, Lori Van Dusen, CIMA, was recently interviewed on Mindy Diamond's podcast episode, "From Bigger to Better: How a Former Smith Barney Superstar Found Her Competitive …
Continue Reading about Lori Van Dusen Interviewed on Mindy Diamond Podcast →
On May 26th, LVW Advisors Founder and CEO, Lori Van Dusen, CIMA, and Senior Advisor and Co-founder of BGO Strategic Capital Partners, David Sherman, held a webinar to discuss trends in the real estate …
Continue Reading about Real Estate Investing: Market Outlook Webinar →
In our latest video, Joseph Zappia, CIMA, CCO/Co-CIO, and Jonathan Thomas, CFP®, Private Wealth Advisor, review first quarter asset class returns, discuss the COVID-19 vaccine distribution progress, …
Continue Reading about [Video] Second Quarter State of the Markets →
