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[Video] 2022 First Quarter State of the Markets

In our latest video, Joseph Zappia, CIMA, CCO/Co-CIO, and Jonathan Thomas, CFP®, Private Wealth Advisor, review 2021 fourth-quarter asset class returns and discuss the power of portfolio diversification, our perspective on growth vs. value, interest rates, and more.

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

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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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