LVW Advisors

Congratulations to our Founder and CEO, Lori Van Dusen, CIMA®, for being honored as a 2024 ICON Honors recipient by the Rochester Business Journal. This prestigious award celebrates leaders who have demonstrated outstanding success, leadership and a lasting impact on the Rochester business community.   Learn more https://lnkd.in/eTe4yDn2.   Awarded October 2024, this honor is not based on any particular time period. No payments were made in connection with receiving the award. LVW Advisors paid a fee for promotional materials. Additional information at lvwadvisors.com/disclosure   #Leadership #RochesterNY #CommunityImpact #WomenInLeadership #RBJevents

With 2025 on the horizon, many investors are wondering: will the #stockmarket continue its upward trend or face turbulence?   Recently, our CEO and Founder Lori Van Dusen, CIMA®, spoke with U.S. News & World Report about the uncertain economic landscape and the risks that could affect stock market performance in 2025.    “Economic growth is better than expected,” she said. “However, the government makes up close to 30% of that. If you take that out, we see softness, more softness than people think.”   Read the full article here https://lnkd.in/eqXtgKdT.   #InvestmentStrategy #EconomicOutlook #MarketRisks #FinancialPlanning #WealthManagement

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