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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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There is No Narrative, Part Two

It’s not about Gary Cohn, China Tariffs, Facebook, or Porn Stars – It’s about the economy, silly!

Ignoring the news and focusing on the data is an effective way to try to understand the future direction in financial markets. The narrative is that tweets, chaos in the White House, and tariffs are to blame for volatile markets.

Well, we disagree…

Keep reading…

There is No Narrative

Sometimes markets just go up, and sometimes they just go down.  There is no provable explanation. But, there are always plenty of narratives.

Mostly guesses to make headlines or investment managers talking their own book.

We see it like this…

Keep reading…

Is there such a thing as a Passive Investor?

Bloomberg posted a shocking article on February 27, 2018 about how index funds are no longer passive. In fact, in a blog post from a week ago, we contended that buying or selling a passive fund is an active decision…

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Press

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…

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.

Lori Van Dusen Speaks at Forbes / SHOOK Top Advisors Summit

Founder and CEO, Lori Van Dusen is speaking February 28th on the topic “Incorporating Alternatives Into Client Portfolios”, and will be featured March 1st on a panel discussion titled “Searching the World for Investment Opportunities” at the Forbes / SHOOK Top Advisors Summit in Las Vegas.

For more information on the summit, or to read the full agenda…

View here

#forbestopadvisors

View Archives

Articles of Interest

There is No Narrative, Part Two

It’s not about Gary Cohn, China Tariffs, Facebook, or Porn Stars – It’s about the economy, silly!

Ignoring the news and focusing on the data is an effective way to try to understand the future direction in financial markets. The narrative is that tweets, chaos in the White House, and tariffs are to blame for volatile markets.

Well, we disagree…

Keep reading…

There is No Narrative

Sometimes markets just go up, and sometimes they just go down.  There is no provable explanation. But, there are always plenty of narratives.

Mostly guesses to make headlines or investment managers talking their own book.

We see it like this…

Keep reading…

Is there such a thing as a Passive Investor?

Bloomberg posted a shocking article on February 27, 2018 about how index funds are no longer passive. In fact, in a blog post from a week ago, we contended that buying or selling a passive fund is an active decision…

view here
View Archives

Events

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.

Lori Van Dusen Speaks at Forbes / SHOOK Top Advisors Summit

Founder and CEO, Lori Van Dusen is speaking February 28th on the topic “Incorporating Alternatives Into Client Portfolios”, and will be featured March 1st on a panel discussion titled “Searching the World for Investment Opportunities” at the Forbes / SHOOK Top Advisors Summit in Las Vegas.

For more information on the summit, or to read the full agenda…

View here

#forbestopadvisors