Table of Contents FIRST QUARTER MARKET SUMMARY LESSONS FROM PAST BEARS LVW NEWS Our Thoughts on a Historic Quarter We want to continue to wish you the best of health and share our thoughts about …
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On Friday, March 27th at 1 p.m. EST, LVW Advisors CEO and Founder, Lori Van Dusen, CIMA, and CCO/Co-CIO Joe Zappia, CIMA, held a "Market Update" conference call with clients and partners. On the call, …
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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 of …
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Table of Contents THIRD QUARTER MARKET SUMMARY FOCUS ON DATA NOT DRAMA POSITIONING: LEARN FROM PAST RECESSIONS LVW NEWS Welcome to the fall issue of The Serious Investor, in which we …
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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 quarter …
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Welcome to the spring issue of The Serious Investor. In this issue we discuss how Fed policies and pronouncements drove both a rally in the first quarter and the downturn that preceded it. We also …
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