Category Archives: Portfolio Updates

Portfolio Revision| Adjusting for Policy Uncertainty April 2025 As we look ahead, we continue to expect the U.S. economy to expand through 2025, supported by a strong labor market, resilient consumer demand, and a more constructive backdrop for capital markets … Continue reading →

As the Federal Reserve introduces the first round of rate cuts, markets are attempting to come to grips with a new investment paradigm, which is showing signs of cooling.  Despite the recalibration of our portfolio, we’re not abandoning ship. Looking … Continue reading →

October 2023 Model Update Announcement The ghost of Septembers past haunted markets once again in 2023.  This notoriously weak seasonal period, combined with rising rates, declining liquidity and geopolitical risks, saw stock and bond prices press lower in recent market … Continue reading →

December 2019 Model Updates: LSA will be completing our revisions to model portfolios that were not addressed in November.  This includes the ETF, SRI, and VA models that were postponed in November due to further review that was needed before … Continue reading →

November 2019 Revision Announcement and Schedule   LSA has begun making revisions to all model portfolios over the next two weeks with the exception of Private Client Tax Eff, ETF, and TSP.  LSA will be posting a video explanation on … Continue reading →

November 2019 Revision Announcement and Schedule   LSA has begun making revisions to all model portfolios over the next two weeks with the exception of Private Client Tax Eff, ETF, and TSP.  LSA will be posting a video explanation on … Continue reading →

LSA is recommending a rebalance to a number of our Mutual Fund models at this time.  When we experience volatility in the market place it can be a good time to rebalance models back to their original allocations.  The mutual … Continue reading →

Monthly Portfolio Update Log-in to your LSA account and click below: While we all knew we would have a brush with volatility sooner or later many were surprised and concerned during February’s tumult. It is always surprising to see market … Continue reading →

** TRADE DATE TODAY – June 12, 2017! ** **LSA REVISION VIDEO HAS BEEN POSTED**   Portfolio Revisions Private Client Revisions – (Inclusive of the NTF Models) LSA will be making revisions to the following portfolios: Bear Market Entry Bear … Continue reading →

Private Client Revisions – (Inclusive of the NTF Models) LSA will be making revisions to the following portfolios: Bear Market Entry Bear Market Entry TDA NTF Cautious Bear Plus Cautious Bear Plus Schwab NTF Cautious Bear Plus TDA NTF Private … Continue reading →