Category Archives: Portfolio Updates

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 →

LSA will be making model portfolio revisions today.  Below is a list of all round one models that are scheduled to trade October 16, 2015.  All revisions for these models been posted online. *As a reminder, the Revision Explanation Presentation/Video … Continue reading →

LSA Portfolio Revisions! LSA will be making model portfolio revisions over the next two weeks.  These revisions will be spilt up in two rounds.  Below is a list of all round one models that are scheduled to trade October 16, … Continue reading →

LSA will be making changes to all of our models over the next two weeks. The Mutual Fund and ETF portfolios will be traded this week (Jan 8th/9th, details below) and the VA/VUL revisions will post and trade the week of … Continue reading →