In our latest video, Joseph Zappia, CIMA, CCO/Co-CIO, and Jonathan Thomas, CFP®, Private Wealth Advisor, discuss second quarter asset class returns, the economic recovery and GDP growth projections, whether inflation
Download a copy of this newsletter Table of Contents SECOND QUARTER MARKET REVIEW: THE GREAT REOPENING OUTLOOK: ROSE-COLORED GLASSES LVW NEWS Welcome to the summer issue of The Serious Investor.
LVW Advisors CEO and Founder, Lori Van Dusen, CIMA, was recently interviewed on Mindy Diamond’s podcast episode, “From Bigger to Better: How a Former Smith Barney Superstar Found Her Competitive
On May 26th, LVW Advisors Founder and CEO, Lori Van Dusen, CIMA, and Senior Advisor and Co-founder of BGO Strategic Capital Partners, David Sherman, held a webinar to discuss trends
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, how global fiscal
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 newsletter addresses
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 company’s stock
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
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
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,
