Author Archives: LSAConnect

LSA 3Q Client Article

 The Return of Volatility October 17, 2014  

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Talking Points for Your Clients on the Recent Market Volatility

We normally (and still) don’t generally react to day-to-day market movements—in fact, as I write this, markets have fallen and reversed on the order of 1.5%.  But, as clients often see negative headlines first and call their advisor second, we … Continue reading

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Weekly Economic Update

Economic Update 10-13-2014 It was a light week for domestic economic reports, generally focused on employment subtleties; however, global economic growth expectations were downgraded by the IMF, causing additional market tumult. Typical October volatility returned to markets as domestic stocks … Continue reading

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Weekly Economic Update

Economic Update 10-5-2014 Economic reports were mixed in terms of improvement, but continue to show strength. The highest-profile report of the week, the government employment situation, came in much stronger than expected and featured an unemployment rate under 6%. Equity … Continue reading

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The new PIMCO without Bill Gross

PIMCO Elects Daniel Ivascyn as Group Chief Investment Officer Firm Names Andrew Balls, Mark Kiesel, Virginie Maisonneuve, Scott Mather and Mihir Worah Chief Investment Officers Kiesel, Mr. Mather and Mr. Worah named Portfolio Managers for Total Return Fund Saumil Parikh, Mr. … Continue reading

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Weekly Economic Update

Economic Update 9-29-2014 Economic news was generally mixed on the week, with housing providing a slightly more optimistic tone. GDP for the 2nd quarter was revised a bit higher as well, casting a more positive light on the prior period. … Continue reading

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The ‘Bond King’ Jumps Ship

In breaking news this morning, Bill Gross is leaving the company he founded for Janus Capital Group. Click here for article

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Weekly Economic Update

Economic Update 9-15-2014 Aside from the FOMC meeting—where language was scrutinized but little actually changed—the economic week was mixed. Several regional economic indexes came in with positive results, inflation was virtually unchanged and housing results were a bit disappointing relative … Continue reading

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Weekly Economic Update

Economic Update 9-15-2014 In a slower week for economic data, results came in tempered to positive (retail sales being a more important release), but included no major surprises. Geopolitically, the highlight originated from a developed market this time, as polls … Continue reading

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Weekly Economic Update

Economic Update 9-8-2014   Economic data for the week came in fairly strong, highlighted by the ISM manufacturing report, which is closely watched by markets. However, the August employment situation report for August was a bit disappointing. S. stocks gained … Continue reading

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LSA PORTFOLIO TRADE DAY

PORTFOLIO TRADE DAY!  TODAY (FRIDAY, SEPTEMBER 5th, 2014) is trade day for the LSA models listed below.  Please login to the LSA site to view all changes:   Revisions are NOW POSTED today, September 3, 2014. Private Client (Not Traditional) … Continue reading

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LSA PORTFOLIO REVISIONS

LSA will be making changes to the models listed below to be traded on Friday, September 5, 2014.  Revisions are all posted online and ready to view and prepare to trade.  These are the ONLY models that we are making … Continue reading

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