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The Serious Investor: Summer 2018

WELCOME; MARKET OVERVIEW & OUTLOOK: Second Quarter Market Review; Late-Cycle Investing; Analysis & Positioning; LVW News

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Fear and Greed are Undefeated in the Markets.

The Wealth of Common Sense blog recently had an awesome post about the psychology of the stock market. Below is an excerpt from that piece. 

“This market is rolling simply because it’s rolling.”

I love learning about market history but often times you’re reading a historical account which was pieced together many years after the fact. I like reading what people were thinking and feeling at the time to get a sense of how investors handled their business in the moment of maximum optimism or pessimism.

Click here to read the full article…

 

Why It’s a Mistake to Cash Out of Bonds When Rates Rise

Bond investors are clearly concerned about rising rates in today’s environment. Many are protecting themselves by moving to very short-term investments, or even cash. But is their “safe” choice putting them at risk?

Keep reading…

The Serious Investor: Spring 2018

WELCOME; MARKET OVERVIEW & OUTLOOK: First Quarter Market Review; A Bad Year for High Quality Bonds is Like a Bad Day for Stocks; LVW News

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Press

How Top Financial Advisors Are Using Behavioral Science To Rethink Your Investments – September 11, 2018

When a longtime client announced she wanted to buy a million-dollar vacation home on Martha’s Vineyard within the next ten years for cash, financial advisor Lori Van Dusen didn’t flinch.

The woman and her husband, then both fiftysomething surgeons, were already socking away enough to maintain their lifestyle in retirement. And Van Dusen, founder of LVW Advisors in Pittsford, New York, expects clients to share their goals, even those that might seem like a stretch.

View the full article…

The print article will be available on newstands on September 15th

Photo credit: Franco Vogt for Forbes

Roberts Wesleyan College Scholarship Golf Tournament Recap

LVW Advisors is proud to once again have been a corporate sponsor and participant of the annual Roberts Wesleyan College’s Scholarship Golf Tournament, held on June 11th at Brook-Lea Country Club. This year, sponsors and participants were able to raise $108,000 for student scholarships!  

Click here for highlights from the tournament…

Video Credit: Roberts Wesleyan College

Lori Van Dusen Ranked Fifth on Barron’s Top 100 Women Financial Advisors List

LVW Advisors, a registered investment advisory business that serves wealthy families and non-profit institutions, today announced that Lori Van Dusen, CIMA, Founder and CEO, has been ranked fifth on Barron’s 2018 Top 100 Women Financial Advisors.  This is the third year that Barron’s, a leading financial industry magazine, has ranked Ms. Van Dusen among the nation’s top ten women financial advisors.  Ms. Van Dusen has also appeared in the publication’s Top 100 Financial Advisors ranking twelve times.

America’s top female advisors, as identified by Barron’s, was published on Monday, June 11, 2018.  The Barron’s ranking reflects data provided by the nation’s top advisors that includes assets overseen by the advisors and their teams, revenues generated for the firms, quality of the advisor’s practices, and philanthropic work.

Considered among the top advisors in the country, Lori founded LVW Advisors, where she established an independent model, becoming the voice of reason for holistic solutions in a fragmented financial services industry. She began her career with a natural gravitation to the investment industry in 1987. By 2004 she had achieved the title of Managing Director with Citigroup/Smith Barney Institutional Consulting — a group that she helped to create. Later in a renegade move, she took the role of co-lead of Convergent Wealth Advisors’ Institutional Group, where she served on the Executive and Investment Committees, advising approximately $8 billion in assets for clients.

DISCLAIMER: Being registered SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. This recognition and the due-diligence process conducted are not indicative of the advisor’s future performance. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Barron’s nor the firm receive a fee in exchange for rankings.

Lori Van Dusen Honored in Top 10 in Forbes Ranking of America’s Top Women Wealth Advisors

LVW Advisors, a registered investment advisory business that serves wealthy families and non-profit institutions nationwide, announced today that its Founder and CEO, Lori Van Dusen, CIMA, has been recognized by Forbes in the ranking of America’s Top Women Wealth Advisors for 2018. Van Dusen, who is ranked 8th nationally, earned the top spot for advisors from the State of New York.

Read the full story…

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Articles of Interest

How Top Financial Advisors Are Using Behavioral Science To Rethink Your Investments – September 11, 2018

When a longtime client announced she wanted to buy a million-dollar vacation home on Martha’s Vineyard within the next ten years for cash, financial advisor Lori Van Dusen didn’t flinch.

The woman and her husband, then both fiftysomething surgeons, were already socking away enough to maintain their lifestyle in retirement. And Van Dusen, founder of LVW Advisors in Pittsford, New York, expects clients to share their goals, even those that might seem like a stretch.

View the full article…

The print article will be available on newstands on September 15th

Photo credit: Franco Vogt for Forbes

Fear and Greed are Undefeated in the Markets.

The Wealth of Common Sense blog recently had an awesome post about the psychology of the stock market. Below is an excerpt from that piece. 

“This market is rolling simply because it’s rolling.”

I love learning about market history but often times you’re reading a historical account which was pieced together many years after the fact. I like reading what people were thinking and feeling at the time to get a sense of how investors handled their business in the moment of maximum optimism or pessimism.

Click here to read the full article…

 

Can alternatives shelter US retail investors from a market turn?

Tom Stabile | Financial Times

US financial advisers are drawn to income streams with low correlation to equities.  Alternative investments are a delicacy for independent advisers — highly valued by a select few yet uncommon, even exotic, for many. But greater appetite from high-net-worth investors, fears of a stock market downturn and a wider offering of funds are enabling the products to edge their way into retail investment portfolios.

Keep reading…

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Events

Roberts Wesleyan College Scholarship Golf Tournament Recap

LVW Advisors is proud to once again have been a corporate sponsor and participant of the annual Roberts Wesleyan College’s Scholarship Golf Tournament, held on June 11th at Brook-Lea Country Club. This year, sponsors and participants were able to raise $108,000 for student scholarships!  

Click here for highlights from the tournament…

Video Credit: Roberts Wesleyan College

Joe Zappia Moderates Panel at RIA Investment Forum, Chicago

At the RIA Institute’s 4th Annual Central Investment Forum in Chicago, LVW’s Co-CIO Joe Zappia, moderated a session entitled “Redefining the Active/Passive Conversation: Instead of “Versus,’ Why Not ‘And’?”.

The 4th Annual RIA Central Investment Forum focuses on the practice management techniques and investment strategies RIAs should understand in order to compete and survive in an increasingly crowded market.  Both members and supporting members of the RIA Institute come together at the private annual forum to engage in 1.5 days of intense idea exchange, discussion, and debate.

Lori Van Dusen Speaks at Barron’s Top Independent Advisors Summit

LVW’s Founder and CEO, Lori Van Dusen is scheduled to speak later this afternoon on the topic Mergers & Acquisitions: Finding the Formula for Success, at the Barron’s Top Independent Advisors Summit, in Orlando, FL.

The Barron’s Top Independent Advisors Summit provides highly-detailed and thought-provoking perspectives from top advisors on managing investments, clients and practices.

For more information on the Summit, or to see the full agenda, click here.