Category Archives: Portfolio Updates

The updates scheduled for September 27th were posted yesterday after markets closed.  Please login to your website to see the updated portfolio allocations for Private Client (Mutual Funds), Bear Market Entry, Cautious Bear Plus, ETF’s, Schwab NTF, American Funds and Fidelity.  … Continue reading →

Below is the Schedule of Portfolio Revisions that LSA will be making!   The changes dated today (Sept. 27th) will be posted AFTER Market closes today.         LSA is pleased to announce that we will be making changes to all of … Continue reading →

 Jackson National VA has five funds that will be entering a soft close on August 26th.  Our JNL strategies have been revised to accommodate these changes and you can find the updated portfolios by logging into the LSA website.  *** LSA will … Continue reading →

The LSA portfolio numbers have been updated through the end of the July.  Please login to the site to view the most current information.

The LSA portfolio numbers have been updated through the end of the second quarter.  Please login to the site to view the most current information.

LSA is excited to announce that we have introduced the following new strategies to our platform: New Aggressive Growth Strategy… has been added to all the platforms that we have available.  There were a handful of advisors that were requesting a true all-equity aggressive … Continue reading →