LVW Advisors’ Post

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

We believe navigating dynamic market cycles requires a flexible mandate and the ability to combine rigorous macroeconomic insight with security-specific fundamental research. Learn more in our paper about the investment process behind the Loomis Sayles Core Plus Fixed Income strategy: https://lnkd.in/eiPCi6uE #CorePlus #FixedIncome

Our Q1 2024 Capital Markets Review is now available online: In our latest analysis, we delve into the asset performances and strategic economic responses of the first quarter of 2024. This comprehensive review provides a solid foundation for understanding the current macroeconomic trends, exploring effective asset allocation strategies, and evaluating the impacts of governmental policies. #financial #2024q1 #capitalmarkets

High company valuations a ‘worry,’ IMF’s capital markets chief says #CompanyValuations #IMF #CapitalMarkets #GlobalEconomy #FinanceNews #Investing #EconomicOutlook #StockMarket #BusinessValuation #FinancialMarkets #IMFInsights #MarketTrends #EconomicAnalysis #WealthManagement

Market volatility can be unsettling, but it's crucial to maintain a long-term perspective. From understanding the causes of volatility to rebalancing your portfolio, there are several strategies that can help you stay calm and confident. Remember, investing is a marathon, not a sprint. Read more on how to navigate market swings with ease. #Investing #MarketVolatility #Finance #WealthManagement https://lnkd.in/g5ntrwEY

AUM growth looked quite a bit different in 2023 vs 2022 for firms participating in the #RIA Benchmarking Study. Learn more in this article from Financial Advisor Magazine: https://bit.ly/3SKReHl

In this week in the markets the new U.S. Consumer Price Index data put inflation back into focus, the Canadian dollar was put under pressure and Chinese-based equities fell flat after a disappointing fiscal package announcement. Click here to learn more... #igwealthmanagement #wealthmanagement #financialplanning #planning #finance #personalfinance #weekinthemarkets #Q3 #inflation #vannoort #pauljarvie https://ow.ly/QV7S50TLJVQ

This week's Market Commentary - April 10, 2024. #market #finances #economy #wealthadvisor #financialadvisor #murphywealthmanagement #financialadvising #financialplanning

Take a look at these insights from LPL Research! In today's dynamic market, understanding these trends is crucial for making informed decisions about your financial future. If you have any questions or want to discuss what this means for your portfolio, please reach out! Contact us at https://lnkd.in/gTG6wj3K #FinancialAdvisor #SanDiego #California Let’s navigate these changes together! #InvestmentStrategy #LPLResearch #MarketInsights

Market value ratios, such as the price-to-earnings (P/E) ratio and price-to-book (P/B) ratio, are indispensable tools for investors seeking to navigate the complexities of the financial markets. These ratios provide a window into a company's valuation, enabling investors to make informed decisions about their investment portfolios. Understanding market value ratios is essential for optimizing investment strategies, managing risk, and identifying opportunities for growth in today's dynamic investment landscape. #Investing #Finance #ratio #ratioanalysis #MarketValueRatios