SECURE 2.0 Act: Five Takeaways
Recently passed into law, the “SECURE 2.0 Act” is designed to encourage investors to save more (and longer) for retirement. Here are five takeaways from the SECURE 2.0 Act that
Category: Thought Leadership
Constructive Themes for Investors in the Year Ahead
Contributed by: Joseph Zappia, CIMA®, Principal, LVW Advisors This information is provided by LVW Advisors for general information and educational purposes based upon publicly available information from sources believed to
[Video] Market Update – November 2022
In a new video, CEO and Founder Lori Van Dusen and CCO/Co-CIO Joseph Zappia explore the likelihood of a recession by reviewing fourth-quarter market conditions and providing an in-depth discussion
[Video] 2022 Fourth Quarter State of the Markets
In our most recent video, Joseph Zappia, CIMA®, CCO/Co-CIO, and Jonathan Thomas, CFP®, Private Wealth Advisor, analyze 2022 market conditions and discuss the Federal Reserve’s recent rate hikes and the resulting
The Serious Investor: Fall 2022 Quarterly Newsletter
Download a copy of this newsletter Welcome to the fall edition of LVW’s The Serious Investor. We have decided to shorten this communication, providing a focused recap of the quarter. Additionally, we plan to
[Video] 2022 Third Quarter State of the Markets
In our latest video, Joseph Zappia, CIMA, CCO/Co-CIO, and Jonathan Thomas, CFP®, Private Wealth Advisor, analyze 2022 market conditions and discuss the likelihood of a recession by reviewing unemployment, inflation and
The Power of Dividend Investing
Contributed by: Joseph Zappia, CIMA, Principal, LVW Advisors This information is provided by LVW Advisors for general information and educational purposes based upon publicly available information from sources believed to
The Serious Investor: Summer 2022 | Quarterly Newsletter
Download a copy of this newsletter Table of Contents SECOND QUARTER MARKET REVIEW OUTLOOK: THE 40-YEAR CONTEXT POSITIONING: A FOCUS ON CASH FLOW LVW NEWS Welcome to the summer issue
Steps You Can Take: Plan for Future Needs and Protect Your Accounts
Plan ahead for your financial needs as you and your loved ones age. These top 10 steps can help LVW Advisors and your custodian protect your account. Learn more about
Reimagining Portfolio Construction in the New Inflation Regime
By: Joseph Zappia, Co-Chief Investment Officer, LVW Advisors, LLC Summary: The current correction in financial assets is uniquely challenging as things that have worked over the last 40 years are