By Joe Zappia, Principal and Co-Chief Investment Officer Co-authored by Nicholas Zappia, Marshall School of Business, University of Southern California, Class of 2023 Warren Buffett, in his 2008 letter to the shareholders of Berkshire
By Joe Zappia, Principal and Co-Chief Investment Officer In the annual letter to Berkshire Hathaway shareholders in early 2000, Warren Buffett attempted to remind everyone why value investing works, despite the
Lori Van Dusen, CIMA®, CEO and Founder of LVW Advisors, was a panelist on U.S. Institute/Institutional Investor’s CEO Roundtable webinar titled, “How are Investors Looking at the Post-COVID World” on
Joseph Zappia, CIMA®, Principal, Co-Chief Investment Officer of LVW Advisors, moderated an RIA Institute webinar on July 22. The panelists on the webinar titled, “Why Interval Funds and Where They
Table of Contents SECOND QUARTER MARKET SUMMARY WINNERS AND LOSERS LVW NEWS Welcome to the summer issue of The Serious Investor. This issue offers our perspective on the equity market’s
LVW Advisors is proud to participate in the Funds4Food campaign, a virtual event benefiting victims of the COVID-19 pandemic. As part of the campaign, LVW’s research team has committed to
On Tuesday, June 9th, LVW Advisors CEO and Founder, Lori Van Dusen, CIMA, sat down with her colleague and friend, Dr. Vikram Mansharamani, on a webinar for clients and partners
