Author Archives: LSAConnect

Brian Westbury of First Trust Delivers Keynote Economic Report

Chief Economist Brian Westbury of First Trust addressed LSA Conference attendees via live video feed during lunch on day one.

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2012 LSA National Conference Opens In Kansas City

Over one hunded thirty of the top independent investment advisors in America are attending the 2 1/2 day LSA National Conference at the Crowne Plaza Hotel in Kansas City, Missouri.

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Final Days to Register for LSA National Conference

Final Days to register!!! To REGISTER for the LSA National Conference and to view this year’s agenda, please visit http://www.LSAPortfolios.com  OR CLICK HERE! Please take a minute to visit the LSA website to see the powerful list of presenters that will … Continue reading

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FOMC Meeting

The FOMC completed their meeting today, with little change. Easing monetary policy further, as a result of weakening U.S. economic data in the past few months, was not voted for, although they keep the option open and the possibility of such … Continue reading

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PIMCO Due Diligence Trip

Upon returning from the PIMCO due diligence trip last week, we were provided a great website to access some timely information on Eurozone updates.  Please  CLICK HERE to learn more.

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Sierra Core Retirement Fund

The Sierra Core Retirement Fund has recently created three new share classes, Class A1, Class I1 and Institutional Class Y (minimum $20 million, not yet active and available). If you have client accounts custodied on the No Transaction Fee (NTF) … Continue reading

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FOMC Meeting

The FOMC meeting ended today with not much new to say.  Target rates remain ‘near-zero’ at 0.00-0.25%, which is unchanged and is of no surprise, considering their intention to keep rates ‘exceptionally low’ until late 2014.  Additionally, there will be … Continue reading

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Discussing Uncertainty… There continues to be a lot of uncertainty in the air, and we wanted to put some of these data points into better perspective in the form of a mid-year economic update.  Below are a series of questions … Continue reading

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LSA Manager Interview with Bonnie Baha

LSA has posted our Manager Interview with Bonnie Baha of Doubleline   Bonnie Baha, CFA, CIC Portfolio Manager, Global Developed Credit Co-Director, Credit Research Ms. Baha is the Senior Portfolio Manager of DoubleLine’s Global Developed Credit Group, which is included … Continue reading

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PORTFOLIO REVISIONS

Please note that we have posted REVISIONS for the following portfolios:  Private Client, PC Less Thank $100k, Bear Market Entry, Cautious Bear Plus and Schwab NTF.  To view the changes, login to the LSA website with your username and password, then simply … Continue reading

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LSA PORTFOLIO CHANGES!

Once again we find markets reacting to poor language from the Euro Zone. It is hard to believe that it has now been two years of Greek headlines and once again we seem to be on the verge of once … Continue reading

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10 Market Rules

Bob Farells’ 10 Market Rules: The 10 Commandments To Remember 1. Markets tend to return to the mean over time 2. Excesses in one direction will lead to an opposite excess in the other direction 3. There are no new … Continue reading

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