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Thought Leadership

Contributed by Joseph Zappia This is the biggest election year in world history. Seventy-six countries — home to roughly 4.4...
529 Plan to Roth IRA
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...
5 Smart Moves to Make Before December 31
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...
By Joseph Zappia, Principal, Co-Chief Investment Officer Because of shifting retirement legislation, including SECURE Act 1.0 and SECURE Act 2.0,...