Year-End Tax Planning Strategies for 2020
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
Category: Thought Leadership
Lori Van Dusen Speaks on Entrepreneurship for Junior Achievement’s Rochester Business Hall of Fame
Lori Van Dusen, CIMA, CEO and Founder of LVW Advisors, was interviewed by Rochester news anchor, Adam Chodak, as part of Junior Achievement’s 2020 Rochester Business Hall of Fame induction
The Serious Investor: Fall 2020 | Quarterly Newsletter
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
Tax Saving Strategies for IRAs in 2020
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
Apple – Understanding the Difference Between a Great Company and a Great Stock
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
“Distressed Credit, The Opportunity Set and Interview of Monarch Partners, a Distressed Specialist” Webinar
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
Lori Van Dusen Honored with Women of Excellence Award in Virtual Event
Lori Van Dusen, CEO and Founder of LVW Advisors, was awarded Rochester Business Journal’s Circle of Excellence honor as part of the RBJ’s Women of Excellence awards ceremony on September
LVW Advisors Ranks on Financial Advisor Magazine’s 2020 RIA List
LVW Advisors was featured in the Financial Advisor Magazine’s 2020 RIA list—ranking at #201 of over 700 firms from around the country. LVW Advisors is honored to be included on
LVW’s CEO & Founder, Lori Van Dusen, Ranked on Forbes Top 250 Wealth Advisors List
LVW Advisors CEO and Founder, Lori Van Dusen, CIMA, has been ranked for the third consecutive year on Forbes Top 250 Wealth Advisors list. This year, Forbes/Shook Research received over 32,000