By Joseph Zappia, CCO/Co-CIO Key takeaways: Dividend-paying stocks face pressure on many fronts today. Fundamental research and diversification are the keys to investing in income-oriented companies. Given ultralow interest rates,
On Friday, May 1st at 1 p.m. EST, LVW Advisors CEO and Founder, Lori Van Dusen, CIMA, and CCO/Co-CIO Joe Zappia, CIMA, held a webinar for clients and partners titled
Since many of us are spending more time at home, we pulled together a recommendation list of how some members of the LVW team are spending their time outside of
LVW Advisors Founder and CEO, Lori Van Dusen, CIMA, was ranked in the top ten for the third consecutive year in the Forbes Top Women Wealth Advisors ranking. Lori ranked
Table of Contents FIRST QUARTER MARKET SUMMARY LESSONS FROM PAST BEARS LVW NEWS Our Thoughts on a Historic Quarter We want to continue to wish you the best of health
By Joseph Zappia, CIMA, CCO, Co-CIO Deciding to do nothing is an active decision. Investors might be best served by resisting the urge to take action, and thereby resisting “action
On March 27, 2020, President Trump signed the Coronavirus Aid, Relief, and Economic Security Act (“THE CARES ACT”), a $2 trillion relief package to support the U.S. economy. The bill
On Friday, March 27th at 1 p.m. EST, LVW Advisors CEO and Founder, Lori Van Dusen, CIMA, and CCO/Co-CIO Joe Zappia, CIMA, held a “Market Update” conference call with clients
By Joseph Zappia, CIMA, CCO, Co-CIO and Jonathan Thomas, CFP®, Private Wealth Advisor “It took the S&P 500 only 22 trading days to fall 30% from its record high reached
Update as of March 20, 2020: We are now requiring the majority of our employees to work remotely. The business remains fully operational and our team continues to work diligently
