Author Archives: LSAConnect

Weekly Economic Update

Economic Update 1-22-2015 In a full week of economic releases, retail sales were somewhat disappointing (although cheap gasoline exacerbated the poor result), inflation declined dramatically due to cheaper energy costs, while sentiment improved to much higher levels. Domestic equity markets … Continue reading

Posted in Uncategorized | Tagged , , , , | Leave a comment

LSA Portfolio Revisions

  ** TRADE DATE SCHEDULED FOR Thursday, January 15th, 2015! ** Jackson National VA – Posted Jackson Nation Elite Access – Posted ING VUL – Posted ING GoldenSelect – Posted ING Select Advantage – Posted Jefferson National – Posted Protective … Continue reading

Posted in Uncategorized | Tagged , | Leave a comment

Chart of the Week: Lowest Deficit in US Since 2007

Chart of the Week: Closing the Gap? A $2 billion surplus capped off a year that ended with the smallest deficit in the US since 2007, which preceded the $800 billion spending stimulus that started the Obama era. During this … Continue reading

Posted in Economic News, Research | Tagged | Leave a comment

Weekly Economic Update

Economic Update 1-12-2015 The economic news of the week was led by a somewhat disappointing ISM non-manufacturing report early, Fed minutes that were largely as expected and a mixed employment report with stronger payrolls but weaker wage growth. Equity markets … Continue reading

Posted in Economic News | Tagged , , , , , , , , | Leave a comment

Chart of the Week: Passive over Active?

Chart of the Week: Risks of Index Investing With the industry buzzing about the shortcomings of active management, it has never been more important to make clients fully aware of the risks of passive investing. This chart shows that, since … Continue reading

Posted in Economic News, Research | Tagged , , , | Leave a comment

Weekly Economic Update

Economic Update 1-5-2015 The most closely-watched economic releases were the ISM Manufacturing survey and Chicago PMI, which fell from last month and under expectations. Housing/construction data was mixed, while consumer confidence was a bit better. Ending the year, both U.S. … Continue reading

Posted in Economic News | Tagged , , , , | Leave a comment

LSA Portfolio Revisions

LSA will be making changes to all of our models over the next two weeks. The Mutual Fund and ETF portfolios will be traded this week (Jan 8th/9th, details below) and the VA/VUL revisions will post and trade the week of … Continue reading

Posted in Portfolio Updates | Leave a comment

2015 LSA Market Outlook

2015 LSA Market Outlook:   LSA has posted our 2015 Market Outlook video and presentation: These views represent the opinion of the Asset Allocation Committee and are informed by subjective assessment of the relative attractiveness of asset classes and subclasses … Continue reading

Posted in Economic News, Research | Tagged , , , , , | Leave a comment

Chart of the Week: Pre-Election Year Historically Positive

Chart of the Week: Pre-Election Year Historically Positive The chart shows the average trend of the DIJA for each period of the 4 year election cycle from 1897-2011. By far the best year, on average, has been the “pre-election” year, … Continue reading

Posted in Economic News | Tagged , , | Leave a comment

Weekly Economic Update

Economic Update 12-29-2014 During the holiday-shortened trading week, we received some upbeat economic news: The Q3 real GDP growth rate was revised up significantly more than expected, consumer confidence reached the highest level in eight years, and seasonally adjusted initial … Continue reading

Posted in Economic News | Tagged , , , , , , , | Leave a comment

Chart of the Week: Happy Holidays for the US Economy?

Chart of the Week: Percent Change in Retail and Food Services Sales Coinciding with other recent positive economic data reports, total US retail sales showed a year-over-year increase of a robust 5.1 percent. This is highlighted by a month-over-month rise of … Continue reading

Posted in Uncategorized | Tagged , , , , , | Leave a comment

Weekly Economic Update

Economic Update 12-22-2014 Last week’s domestic economic data were mixed.  Good news came from the stronger industrial production report in November and lower than expected jobless claims. Disappointing news came from December’s Empire manufacturing report, slightly worse than expected housing … Continue reading

Posted in Economic News | Tagged , , , , , | Leave a comment