Skip to content

Thought Leadership

In a new video, CEO and Founder Lori Van Dusen and CCO/Co-CIO Joseph Zappia explore the likelihood of a recession...
In our most recent video, Joseph Zappia, CIMA®, CCO/Co-CIO, and Jonathan Thomas, CFP®, Private Wealth Advisor, analyze 2022 market conditions and...
Download a copy of this newsletter Welcome to the fall edition of LVW’s The Serious Investor. We have decided to shorten this...
In our latest video, Joseph Zappia, CIMA, CCO/Co-CIO, and Jonathan Thomas, CFP®, Private Wealth Advisor, analyze 2022 market conditions and discuss...
Contributed by: Joseph Zappia, CIMA, Principal, LVW Advisors This information is provided by LVW Advisors for general information and educational...
Download a copy of this newsletter Table of Contents SECOND QUARTER MARKET REVIEW OUTLOOK: THE 40-YEAR CONTEXT POSITIONING: A FOCUS...
Plan ahead for your financial needs as you and your loved ones age. These top 10 steps can help LVW...
By: Joseph Zappia, Co-Chief Investment Officer, LVW Advisors, LLC Summary: The current correction in financial assets is uniquely challenging as...