Author Archives: LSAConnect

Weekly Economic Update

0) The CPI inflation number for January was flat, which was a bit less than the slight increase of +0.1% expected. However, the core inflation number—which excludes more volatile food and energy prices—gained +0.3% as opposed to an expected +0.2%. … Continue reading →

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LSA Manager Interview with Ben Keating, CFA – Fixed Income Portfolio Specialist Wellington/Hartford

Benjamin Keating, Senior Vice President and Portfolio Specialist, is responsible for communicating Hartford/Wellington Investment Management’s investment strategy and economic outlook to the financial community in the United States. In this capacity, Ben serves as a specialist for our global fixed … Continue reading →

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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 →

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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 →

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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 →

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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 →

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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

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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 →

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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 →

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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 →

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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 →

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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 →

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