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[Video] 2023 Second Quarter State of the Markets

In our latest State of the Markets video, Joseph Zappia, CIMA®, CCO/Co-CIO, and Jonathan Thomas, CFP®, Private Wealth Advisor, provide a first-quarter market summary, discuss inflation and recession, and how the current bear market is impacting professional investors’ expectations.

Watch the full video below

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Team Highlights

LVW Advisors CEO and Founder Lori Van Dusen Participated in Two Noteworthy Rochester Community Events

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In the News

Lori Van Dusen Discusses Alternative Investments with Rochester Business Journal

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