In the News

Lori Van Dusen Interviewed in Rochester Business Journal

Are women investors more risk averse? Lori Van Dusen, Founder and CEO of LVW Advisors, thinks not. “Women will dive...

Joe Zappia Compares Surge in AI stocks to Crypto Mania in Wall Street Journal article

Joseph Zappia, Co-Chief Investment Officer of LVW Advisors, is quoted in a Wall Street Journal article on the recent run-up...

How to Set Financial Goals for Investing

Setting financial goals is essential to achieving financial stability, yet many investors may not know where to start. Once your...

Jonathan Thomas, Private Wealth Advisor, in TIME

Hold them? Fold them? First, you better count them. The right number of individual stocks makes it easier to manage...

Lori Van Dusen, LVW's Founder and CEO, Panelist at RIA Summit

Lori Van Dusen, Founder and CEO of LVW Advisors, recently shared her thoughts on changing generational investing trends at the...

Lori Van Dusen, LVW's Founder and CEO, on Donald Trump’s cash flow

Lori Van Dusen, LVW’s Founder and CEO, on Donald Trump’s cash flow. LVW’s Founder and CEO, Lori Van Dusen notes...

Jeff Wagner featured in Financial Advisor on How To Correctly Navigate Private Foundation Tax Rules

Jeff Wagner, Senior Partner at LVW Advisors, reminds both private foundation administrators—and contributors—to stay alert to complex compliance considerations in...

Politics Meets Wealth Management – Handling Client Concerns

In this article explaining how advisors help their clients deal with periods of deep political division, LVW’s Founder and CEO,...