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Author Archives: LSAConnect
Chart of the Week: Updated 2013 Tax Rate Schedule and Important Financial Data
Every year LSA posts the update tax rate schedule and other important financial data for advisors to use with client and prospects. The updated document is now available on the LSA website for active member to private label and use … Continue reading
LSA Manager Interview with David C. Wright Managing Director Sierra Investment Management
David Wright is a Managing Director of Sierra Investment Management, Inc., a fee-based registered investment advisory firm in Santa Monica, California, founded in 1987 with managed assets in excess of $1.7 billion. The private LSA manager interview is now available … Continue reading
Posted in Fund News
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Weekly Economic Update
It was a relatively light week from an economic standpoint. (+) Non-manufacturing ISM for January was right at par with consensus, at a reading of 55.2 versus an expected 55.0. The look-ahead components of new orders and current business activity … Continue reading
Posted in Uncategorized
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Weekly Economic Update
With employment, ISM and GDP all in the news, this was one of the higher-profile reporting weeks in some time. (0) To set the tone, the Federal Open Market Committee met mid-week and no changes in policy were announced (see … Continue reading
Posted in Economic News
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LSA Weekly Demo Today
Learn how LSA provides portfolio solutions for Independent Financial Advisors, join our “Tee Time” today at 11 AM Central http://ow.ly/hiz0A
Posted in Uncategorized
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FED NOTE
The Federal Open Market Committee concluded their recent set of meetings today, and, as expected, there was no significant change in strategy or communication. Headlines seemed more focused on Research in Motion’s name change to ‘Blackberry.’ The FOMC elected to … Continue reading
Posted in Uncategorized
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LSA Weekly Economic Update
(-) Existing home sales for December fell by -1.0%, which ran contrary to an expected +1.2% gain, and obviously was a bit of a disappointment. Single family home sales dropped by -1.4%, which were offset somewhat by condo sales, which … Continue reading
Posted in Economic News
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FOMC Update
The Federal Open Market Committee has been meeting for the past few days and came to a new conclusion, at least from the angle of how current easing decisions are being made and communicated. The group is changing its method … Continue reading
Posted in Uncategorized
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Portfolio Updates Posted
LSA MEMBERS: Please make sure you login to the website to review the changes that have been posted. The latest information is below. Please find below the portfolios that have been updated and posted to the LSA site. The line … Continue reading
Posted in Uncategorized
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LSA Portfolio Revisions
LSA will be posting revisions to portfolios over the next week starting Tuesday November 13th. Given the recent volatility and pull back since the elections LSA is making a few revisions to the portfolios to protect the gains we have … Continue reading
Posted in Uncategorized
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FOMC and QE 3
Today, the Fed Open Market Committee concluded their two-day meeting with some big news—QE 3. Specifically, the FOMC will buy $40 billion of mortgages per month in an effort to spur the recovery in real estate and keep rates for … Continue reading
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Eric Cinnamond of Aston River Road Independent Value Fund Delivers Saturday Keynote
Mr. Cinnamond serves as Vice President and Portfolio Manager of Aston River Road’s Independent Value Fund (ARIVX/ARVIX). He first spoke to the LSA audience at the 2011 Annual Conference and returned this year by popular demand.
Posted in National Conference
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LSA Connect 