Tag Archives: LSA

Year End Portfolio Update

Year End Portfolio Update December 18th, 2014 LSA has posted the year end portfolio update report.  Here were some of the high level thoughts: As 2014 begins to wind down it is important to reflect and recap how portfolios did … Continue reading

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LSA Manager Interview with Ty Powers from Hatteras

LSA Manager Interview with Ty Powers Portfolio Managers with Hatteras:   TY POWERS, CFA DIRECTOR, PORTFOLIO MANAGEMENT Mr. Power’s primary responsibilities include manager research for the Hatteras Alternative Mutual Funds including hedge fund manager sourcing and due diligence. Prior to … Continue reading

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4th Quarter 4-Pillars Newsletter

4th Quarter 4-Pillars Newsletter October 22nd, 2014 LSA has posted the 4th Quarter 4-Pillars Newsletter. This newsletter provides advisors a client friendly update covering important topics around estate planning, tax planning, Insurance, and Investments.  To view the full newsletter simply … Continue reading

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** DEADLINE TO REGISTER IS 5 DAYS FROM TODAY!!**

  LSA National Conference  September 17-19, 2014  Kansas City, MO   ** DEADLINE TO REGISTER IS 5 DAYS FROM TODAY!!**     YOU MUST REGISTER BY AUGUST 18, 2014.   The hotel WILL sell out for the Plaza Art Fair & rooms … Continue reading

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Second Quarter 2014 LSA Economic Update

Second Quarter LSA Economic Update July 22nd, 2014 LSA has posted the 2Q14 Economic update report.  Here were some of the high level thoughts:

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Weekly Economic Update

Domestic markets continued higher, with additional Fed promises of more accommodative policy, but were outshined by many foreign names.  Several more speculative areas that performed well last year, such as biotech and social media, have experienced negative results as of … Continue reading

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Weekly Economic Update

Economic data remained mixed, but some of the winter effects of the past few months appear to be dissipating.  An important test in coming weeks/months will be how the much more extreme-than-average winter normalizes and if economic data can similarly … Continue reading

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Weekly Economic Update

Just in time for spring break, last week’s economic data seem to suggest that the economy is bouncing back after two months’ of extreme weather. (-/0) Empire State Manufacturing Survey in March suggested business conditions for New York manufacturers continue … Continue reading

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Weekly Economic Update

U.S. retail sales growth was up slightly, but one of the better performances since the fall of last year.  It continues to appear that a ‘weather’ effect has taken place, but perhaps lessened in recent weeks. Concerns over the Ukraine/Russia … Continue reading

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Weekly Economic Udpate

(+) The ISM manufacturing index rose from 51.3 in January to 53.2 in February, which beat expectations by about a point and reversed last month’s decline.  However, details were mixed with new orders and inventories up several points, employment flat … Continue reading

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Weekly Economic Update

(-) The second estimate of 4th quarter GDP was a disappointment, although many watchers expected as much—the initial estimate of +3.2% was revised down to +2.4% (a tenth lower than the expected revision).  The majority of the difference came from … Continue reading

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Weekly Economic Update

On a holiday-shortened week, we ended up with a few noteworthy reports. (-) The Empire manufacturing survey for February came in positive at +4.5, but weaker than the expected +8.5 (and lower than January’s +12.5).  In the details of the … Continue reading

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