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
LVW was honored to sponsor and support the Double H Ranch Naples, FL Golf Tournament this past Saturday. The Double H Ranch, located in the Adirondacks and co-founded by philanthropist
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 Thursday, March 25, 2021, Lori Van Dusen, CIMA, CEO and Founder of LVW Advisors, was featured on the panel session “Inside the Deal: Analyzing Acquisitions,” as part of the
Contributed by: Joseph Zappia, CIMA, Principal, LVW Advisors With major league baseball’s spring training just around the corner, you may already be daydreaming about the smell of cut grass and
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
By Jonathan Thomas, CFP, Private Wealth Advisor As part of the Coronavirus Aid, Relief and Economic Security Act (CARES Act) of 2020, retirees were able to forgo taking Required Minimum
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,
