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Joseph Zappia Discusses the Rapid Evolution of Investment Products with Rochester Business Journal

LVW Advisors Principal and Co-Chief Investment Officer Joseph Zappia, CIMA®, recently discussed with Rochester Business Journal how financial products are evolving. He highlighted the SEC’s recent approval of Bitcoin ETFs, which enhances cryptocurrency accessibility, and noted the shift towards low-cost, passive investment vehicles like index funds. Joe emphasized the importance of maintaining a human element in investing, advocating for professional guidance to navigate market fluctuations and avoiding emotional decisions.

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Financial Planning

Jonathan Thomas Talks Super Catch-Up Contributions and HSAs with Financial Advisor Magazine

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Awards & Rankings

Lori Van Dusen Ranked as New York State’s #1 Woman Wealth Advisor by Forbes

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In the News

Lori Van Dusen Speaks on Financial Independence for the 2025 Susan B. Anthony Birthday Celebration

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