Download a copy of this newsletter Table of Contents FIRST QUARTER MARKET REVIEW: RUSSIA INVADES AND MARKETS FALL OUTLOOK: CAUTION, NOT PESSIMISM POSITIONING: SEEKING OPPORTUNITIES IN CHALLENGING MARKETS LVW NEWS
In our latest video, Joseph Zappia, CIMA, CCO/Co-CIO, and Jonathan Thomas, CFP®, Private Wealth Advisor, review 2021 fourth-quarter asset class returns and discuss the power of portfolio diversification, our perspective
In this week’s “The Big Q,” Barron’s dove into how financial advisors are playing the rotation out of growth stocks. LVW Advisors CEO and Founder Lori Van Dusen, CIMA, discussed
Download a copy of this newsletter Table of Contents FOURTH QUARTER MARKET REVIEW: INFLATION CHANGES THE GAME OUTLOOK: THE MARKET HAS SHIFTED POSITIONING: A TIME FOR CONSTRUCTIVE CAUTION LVW NEWS
Bitcoin and other Digital Assets have been a hot topic in mainstream and financial news over the past several years. However, there is a high level of misunderstanding when it
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
In our latest video, Joseph Zappia, CIMA, CCO/Co-CIO, and Jonathan Thomas, CFP®, Private Wealth Advisor, discuss third quarter asset class returns, how inflation is impacting the market, and their overall
Gold can be a risk management tool for a well-balanced investment portfolio. The research team at LVW Advisors recently wrote a whitepaper outlining the potential portfolio role, the inherent risks,
Download a copy of this newsletter Table of Contents THIRD QUARTER MARKET REVIEW: THE PRETTY GOOD REOPENING OUTLOOK: THE FED’S JOB GETS HARDER POSITIONING: CHALLENGES CREATE OPPORTUNITIES LVW NEWS Welcome
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 created a downloadable guide of the
