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[Video] 2024 First Quarter State of the Markets

In a new State of the Markets video, Joseph Zappia, CIMA®, CCO/Co-CIO, and Jonathan Thomas, CFP®, Private Wealth Advisor, discuss the economy’s strong start to 2024, highlight the enduring power of fixed income in portfolios, and explain the importance of staying invested during times of uncertainty and change.

Watch the full video below

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Community

Lori Van Dusen Honored with 2024 ICON Award for Leadership and Community Impact

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In the News

Lori Van Dusen Discusses Economic Outlook and Market Risks with U.S. News and World Report

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LVW team members at holiday employee party

Team Highlights

LVW Advisors Team Enjoy Holiday Employee Event

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