Category: Thought Leadership

Update as of March 20, 2020: We are now requiring the majority of our employees to work remotely. The business remains fully operational and our team continues to work diligently

Stock markets around the world are selling off as a result of pandemic fears related to the Coronavirus. This morning, the stock market breached the 200 day moving average1. To us,

Lori Van Dusen, CIMA, Founder and CEO of LVW Advisors, was invited to speak at Rochester Rotary on her experience as an entrepreneur. Lori’s presentation titled “My Walk as an

By Joe Zappia, Principal and Co-Chief Investment Officer, LVW Advisors Undoubtedly, we are at an important inflection point in the US economy and financial markets. Just recently, the Dow Jones

The Coronavirus is in the news and on everyone’s minds.  From many perspectives, it is important to understand the potential outcomes as investors. We are sharing a perspective from Capital

Table of Contents FOURTH QUARTER MARKET SUMMARY LOOKING AHEAD: THE FOLLY OF FORECASTING LVW NEWS Happy New Year! Welcome to the decade’s first issue of The Serious Investor. This installment

By Chris Van Buren, CFP®, CPWA®, Private Wealth Advisor The Setting Every Community Up for Retirement Enhancement (SECURE) Act has been signed into law and went into effect January 1.

By Joe Zappia, Co-CIO, LVW Advisors Key takeaways from Capital Ideas most recent post: Patient investors can do well in election years, but brace for market volatility. Will there be