Thought Leadership

Welcome to the spring edition of LVW’s The Serious Investor. As the year began, inflation had come down markedly while...

Contributed by Joseph Zappia This is the biggest election year in world history. Seventy-six countries — home to roughly 4.4...

By Jonathan Thomas, Private Wealth Advisor If you’ve saved diligently in a 529 college savings plan, a question might linger:...

Welcome to the winter edition of LVW’s The Serious Investor. Economic growth moderated but continued to beat expectations in the...

By: Joseph Zappia, CIMA®, Principal, LVW Advisors  Goods inflation, as measured by the core Consumer Price Index (CPI), has decreased...

The topic of Responsible Investing has recently garnered a lot of attention. While it may be referred to by various...

By Jonathan Thomas, Private Wealth Advisor Tax season can be a source of stress for many individuals, but with strategic...

Welcome to the fall edition of LVW’s The Serious Investor. In the third quarter, stronger-than-expected economic growth led investors to...