News & Education
Learn more about LVW
With the concentration of the S&P 500 now being dominated by just two of the big tech stocks, some investors...
A founding member of LVW Advisors, Rick’s focus has always been on better serving clients through an open-source research platform...
LVW Advisors CEO and Founder, Lori Van Dusen, has once again been recognized on Barron’s Top Advisors list for 2023....
Setting financial goals is essential to achieving financial stability, yet many investors may not know where to start. Once your...
In the latest Market Update video series Lori Van Dusen, CEO and Founder, and Joseph Zappia, CCO/Co-CIO, discuss the Fed’s...
529 plans are an excellent tool to help save for education expenses, but are families taking advantage of all the...
In our latest State of the Markets video, Joseph Zappia, CIMA®, CCO/Co-CIO, and Jonathan Thomas, CFP®, Private Wealth Advisor, analyze...
For the third year in a row, the Rochester Business Journal has recognized LVW’s Founder and CEO, Lori Van Dusen,...
LVW Advisors’ CEO and Founder, Lori Van Dusen, has been ranked #1 for Forbes Top Women Wealth Advisors Best-In-State list...