Category: Thought Leadership

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

By Joseph Zappia, CIMA, CCO/Co-CIO With the election behind us, we thought it would be helpful to alert you to some of the tax planning ideas we are currently considering

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,

By Jonathan Thomas, CFP, Private Wealth Advisor Year-end tax planning is more important than ever this year. Between new legislation affecting 2020 taxes and the Biden-Harris win, there are strategies

Table of Contents THIRD QUARTER MARKET SUMMARY MARKET OUTLOOK THE ELECTION INVESTMENT IMPLICATIONS LVW NEWS Welcome to the autumn issue of The Serious Investor. In this edition, we share our

By Jonathan Thomas, CFP, Private Wealth Advisor The Individual Retirement Account (IRA) has suddenly become a much less attractive wealth transfer vehicle than in years prior. For one, the Setting

By Joe Zappia, Principal and Co-Chief Investment Officer Apple is an amazing company.  When the iPhone was introduced in 2007, no one could have imagined that it would completely transform how we interact and communicate

Over the past few months, the impact of the unprecedented public health crisis caused by COVID-19 has had short and potentially long-term ramifications on the global economy. Consequently, there have