LVW Advisors

LVW Advisors Founder and CEO Lori Van Dusen, CIMA®, recently spoke with The Wall Street Journal about the challenges facing the #stockmarket going into 2025. She warned that despite hopes for a “nirvana” scenario with rate cuts and economic growth, there are real risks to consider, especially with uncertainty surrounding policy and the Fed's decisions.   Read more https://lnkd.in/ed_ZYi7d.   #MarketOutlook #FedPolicy #InvestmentInsights  

Struggling with the rising costs of education? A 529 Savings Plan could be your answer to saving for your child's future.   LVW Advisors Private Wealth Advisor Jonathan Thomas, CFP®, recently spoke with Forbes about the tax benefits of these plans and how to make the most of them.   Start planning today – read the full article now https://lnkd.in/eGyE4t6v.    #529Plan #EducationSavings #TaxBenefits #FinancialPlanning  

The 2024 election, which resulted in a Republican-controlled Senate and victory for Donald Trump, will likely lead to major economic and policy shifts, including tax cuts, deregulation, and protectionism. Read our take on potential impacts to the economy and markets https://lnkd.in/eVtuKggV. #election #financialupdate #finance

LVW Advisors Private Wealth Advisor Jonathan Thomas, CFP®, shared key insights with MoneyWise on common investing mistakes that could be impacting your financial success—including the potential pitfalls of over-diversification.   “At some point after continuing to add individual stocks to your portfolio, you may ‘own the market’ and be better served in purchasing an index fund that’s able to trim positions and rebalance in a tax-efficient manner,” he said.   Read the full story here: https://lnkd.in/ePiFkryF.    #InvestingTips #FinancialFreedom #Diversification #WealthManagement

Looking to diversify your portfolio beyond the usual stocks and bonds? #Alternativeinvestments could be the answer, but they come with unique considerations.   Our Founder and CEO Lori Van Dusen, CIMA®, recently shared her insights on navigating the world of alternatives with Rochester Business Journal: “The tricky part is that the financial industry often oversimplifies alternative investments, potentially misleading investors. Many products marketed as ‘alternative’ may not provide true diversification or improve returns.” Read the full story here  https://lnkd.in/e8J2pYNf. #PortfolioDiversification #InvestmentStrategy #FinancialPlanning

Join us in congratulating our Founder and CEO Lori Van Dusen, CIMA®, for earning a spot on the 2024 Power List for Banking & Finance by Rochester Business Journal. This prestigious recognition highlights her unwavering commitment to guiding our community through financial challenges and her innovative approach to navigating the ever-changing economic landscape.    We’re proud to have her leadership at LVW Advisors.    Click here to learn more: https://lnkd.in/eZ2W8Suh.   Awarded October 2024, this list is not based on any particular time period. No compensation was paid in connection with receiving this award. LVW Advisors paid a fee for promotional materials. Please see additional information and disclosures here https://lnkd.in/gdr89y83.   #RBJPowerList #BankingAndFinance #CommunityLeaders

Our Founder and CEO, Lori Van Dusen, CIMA®, will be a keynote speaker at the Investment Masterminds 2024 Symposium on Oct. 18 in Cincinnati.   Lori will engage attendees in a fireside chat, discussing key career lessons learned, her experience establishing an independent advisory firm, and the current state of the financial markets. She will also cover practical strategies for aspiring financial advisors to achieve success in the industry.   Read more https://lnkd.in/eKymDpgA.   #InvestmentMasterminds #WealthManagement #WomenInLeadership 

Our fall edition of The Serious Investor is now available. For a third-quarter recap and market performance insights from our advisors, read the full newsletter here https://lnkd.in/eUXnuF9s. #marketupdate #financialupdate #RIA #finance

With Social Security’s cost-of-living adjustment (#COLA) expected to be lower next year, retirees may need to reassess their financial plans.   In a recent interview with Financial Advisor Magazine, LVW Advisors Private Wealth Advisor Jonathan Thomas, CFP®, shared his insights on the implications of this change for retirees. Learn more by reading the full article: https://lnkd.in/es9puWjm   #SocialSecurity #RetirementPlanning #FinancialAdvisor    

We are proud to share that LVW Advisors has been recognized on Forbes Advisor SHOOK Research America's Top #RIA Firms 2024 List, ranking No. 116 this year, up from No. 163 in 2023. “We are proud to be recognized for our focus on innovation and our client-first approach to wealth management, which delivers bespoke solutions that meet the unique needs of each client,” said our Founder and CEO, Lori Van Dusen, CIMA®. This achievement reflects our unwavering commitment to providing a personalized and exceptional experience for our clients. Forbes' America’s Top RIA Firms 2024 ranking based on data provided by LVW Advisors for the time period April 1, 2023 through March 31, 2024. No payments were made in connection with this award. Additional disclosure regarding rankings and awards can be found at lvwadvisors.com/disclosure. Read more https://lnkd.in/ejsRdZw7 #Forbes #TopRIA #FinancialAdvisory #WealthManagement