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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 →
Table of Contents FIRST QUARTER MARKET SUMMARY ECONOMIC OUTLOOK MARKET OUTLOOK POSITIONING LVW NEWS Welcome to the spring issue of The Serious Investor. This installment of our quarterly …
Continue Reading about The Serious Investor: Spring 2021 | Quarterly Newsletter →
Convertible bond arbitrage, which has been in existence for decades, is a long-short strategy of buying a convertible security while simultaneously selling (shorting) a commensurate amount of that …
Continue Reading about [Whitepaper] A Primer: Convertible Bonds and Convertible Bond Arbitrage →
On February 11th, LVW Advisors Founder and CEO, Lori Van Dusen, CIMA, and Judith L. Poller, an esteemed matrimonial attorney and the Co-Chair of the Family Law Department at the law firm of Pryor …
Table of Contents FOURTH QUARTER MARKET SUMMARY MARKET OUTLOOK WHY CURRENT EVENTS SHOULDN'T DRIVE INVESTMENT DECISIONS LVW NEWS In this issue of The Serious Investor, we reflect on 2020 and the …
Continue Reading about The Serious Investor: Winter 2021 | Quarterly Newsletter →
Did you know that between 75-90% of targeted cyber attacks start with an email?1 On Thursday, November 19th, Charles Schwab IT expert Jonathan Wojtkun, LVW Advisors Compliance Manager Molly Breen, and …
Continue Reading about “Cybersecurity: Threats and Best Practices” Webinar →
