The Serious Investor
Our partnership with LVW Advisors gives us access to The Serious Investor, LVW Advisor’s quarterly newsletter, that shares the market research insights of LVW Advisor’s powerful team. Lori Van We are passing it along to you as it’s published. Lori Van Dusen, Founder, CEO and Co-CIO of LVW Advisors is ranked in the top 10 Women Financial Advisors for 2018 on both Barron’s (fifth) and Forbes (eighth). She has also been placed in Barron’s Top 100 Financial Advisors ranking 12 times.
The LynnLeigh Journal: Life. Investing. And Everything in Between.
Published bi-monthly, this is most conversational of our publications and part of our effort to expose you to the latest trends, insights, and resources as it relates to your comprehensive, true wealth. It includes general communications, helpful information covering an array of topics, and calendar updates.
March/April 2019:
Introduction
10 Smart Uses for Your Tax Refund
Crash Course in College Savings
Confessions of an Investment Freak: Dishing Out Perspective without Noise.
The name may be unconventional but that’s because you’ve not read financial material quite this way before. Look for investment philosophies and money management wisdom from the witty perspective of Jason Curtis, Private Wealth Manager at LynnLeigh & Co. as he shares the financial lessons life’s served him as a financial planner.
August 2019: "Tariffs, Currency Wars, and Underlying Currents: Those Chubby Cheeks"
Time, Tides, and Your Portfolio
Published and distributed on an as-needed basis, we want you to know what’s driving our investment philosophy as it pertains to your portfolio. As markets move through their cycles, ebbing and flowing up and down, we adjust your portfolio accordingly. This is our effort to cut through the market-talk static and interpret what’s happening so you feel better and more empowered about what’s happening with your money.
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