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Thought Leadership

Welcome to the winter edition of LVW’s The Serious Investor. Investors’ focus shifted during the fourth quarter as inflation eased...
Recently passed into law, the “SECURE 2.0 Act” is designed to encourage investors to save more (and longer) for retirement....
Contributed by: Joseph Zappia, CIMA®, Principal, LVW Advisors  This information is provided by LVW Advisors for general information and educational...
It is with heavy hearts that we share LVW Advisors has lost our dear friend and colleague, Alice Van Dusen,...
At LVW Advisors, we are committed to investing in our personal growth, giving back to our community, and continuously identifying new...
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...