Category: Thought Leadership

It’s a great time of year to lounge inside and read a compelling book with a cup of hot coffee in hand. The LVW team has been reading lately—check out

Lori Van Dusen, CIMA®, Founder and CEO of LVW Advisors, and Kim Pugliese, LVW’s COO and Managing Partner, were invited to lead a workshop on “The Role of a COO”

In LVW News Last week, Barron’s Manhattan office hosted a group of elite independent advisors from BT Financial based in Australia.  As one of Barron’s Top Ranked Advisors, LVW’s Lori Van

International equities have lagged U.S. markets over the past decade. And with major central banks moving in a similar direction and economies increasingly interconnected, they no longer provide a high

Table of Contents SECOND QUARTER MARKET SUMMARY IS THIS TIME DIFFERENT? LVW NEWS Welcome to the summer issue of The Serious Investor. In this issue we discuss the strong second

By Joe Zappia, Co-CIO, LVW Advisors Jill Mislinkski of Advisor Perspective recently presented an excellent case study of using traditional price earnings ratios versus 10 -year inflation adjusted price earnings

Key takeaways The Fed’s interest rate pause is extending the economic cycle. Late-cycle economic conditions continue to mount. It may be time to prepare for more market volatility. What a

By Joe Zappia, Co-CIO, LVW Advisors Jill Mislinkski of Advisor Perspective recently presented an excellent case study of the components of inflation. The impact of inflation is different for everyone