-
Join 588 other subscribers
LSA Facebook Page
LSA Movie
-
Recent Posts
Categories
Archives
Category Archives: Research
November 2025 – Portfolio Revision | Resetting Risk Controls for the Year-End
As we move toward the final quarter of 2025, the LSA Investment Policy Committee is taking proactive steps to ensure that portfolios remain aligned with evolving market conditions. Economic growth continues, though at a more balanced pace, with moderating inflation … Continue reading
Posted in Partner News, Portfolio Updates, Research
Comments Off on November 2025 – Portfolio Revision | Resetting Risk Controls for the Year-End
Fall is Here – Quarterly Market Note Now Available
Fall is such a wonderful time of year, the mornings crisp and the turning leaves starting to brighten woodland and back yard alike. Happy Fall! Over the past couple of years, the global economy’s been a lot like that Goldilocks … Continue reading
Posted in Research
Comments Off on Fall is Here – Quarterly Market Note Now Available
October 2024 Model Update Announcement
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
Posted in Partner News, Portfolio Updates, Research
Comments Off on October 2024 Model Update Announcement
Fed Note
At the September meeting, the U.S. Federal Reserve Open Market Committee decided to reduce the Fed funds rate by -0.50% to a new range of 4.75-5.00%. There was one voter dissent, where a member opted for only a quarter-percent cut. … Continue reading
Posted in Economic News, Research
Comments Off on Fed Note
Weekly Economic Update – 7-11-2022
Economic Update 7-11-2022 On a holiday-shortened week, economic data included deceleration in some economic indicators, but not to the point of a feared slowdown as of yet. These included weaker, but still-strong showings from ISM services and JOLTs job openings, … Continue reading
Posted in Research
Leave a comment
Chart of the Week “Historical Asset Class Performance”
As we wrap up a turbulent third quarter, it seems the year of 2015 will be defined by increased volatility and uncertainty… characteristics of investing that make diversification so important. This week’s chart ranks the yearly returns of various asset … Continue reading
Posted in Research
Leave a comment
Fed Note
Fed Note: Fed policy remains at the center of investment market focus, but the October meeting wasn’t expected to be a blockbuster one. It didn’t disappoint, as there were no changes, but did leave December open as a possibility. The FOMC … Continue reading
Posted in Research
Tagged bps, China, Commodities, CPI, Crude oil, crude oil prices, december rate hike, DJIA, ECB, Economic, economic data, economic growth, Emerging Markets, Employment, Fed, Fed Funds rate, Federal Reserve, FOMC, FOMC minutes, Government, Inflation, interest rate, Janet Yellen, Markets, monetary policy, rate hike, rate rise, S&P 500, S&P500, unemployment rate, Yellen
Leave a comment
Chart of the Week: The Price of Being Out of the Market
As the media bombards your clients with countless articles referencing an impending bear market (roughly 1,400 by Bloomberg in the month of August alone), your role as a financial advisor has become just as crucial as it is difficult. Of … Continue reading
Posted in Research
Tagged bear market, Bloomberg, bps, clients, disciplined, diversification, emotions, financial advisor, fully invested, investment, market corrections, Portfolio
Leave a comment
Chart of the Week: Active Management vs Passive Management during Market Corrections
Hartford Funds recently released an analysis comparing the average performance of active management versus that of passive management during each period the market corrected in the past 30 years.1 Hartford removed any index or enhanced index funds from the Morningstar … Continue reading
Posted in Research
Tagged active, active management, alpha, distorted markets, downside protection, excess return, interest rates, investing, investments, market corrections, money managers, passive, passive management, passive versus active, Q/E, zero interest rate policy, zero interest rates, ZIRP
Leave a comment
Chart of the Week: Your Client’s Investment Horizon
After shedding more than 1,000 points last week, the Dow Jones opened up Monday free-falling another 1,089, spreading panic throughout markets. These kinds of corrections cannot be predicted, however they are inevitable. The last time the market corrected (defined by … Continue reading
Posted in Research
Tagged bonds, correction, financial, financial advisor, investment, investment horizon, Market, market correction, Portfolio, stocks
Leave a comment
Special Market Commentary: Is Correction Our Direction?
SPECIAL MARKET COMMENTARY August 24, 2015 Is Correction Our Direction? Not even a week ago I started to write an article for our clients that I was going to title, “Is Flat The New Up?” I was basing this article … Continue reading
Posted in Research
Leave a comment
A Note on Current Market Volatility
Market Volatility: Market activity today has been ugly, with U.S. markets down over -5% at one point, following weak overnight results from Asia. Local China A share markets fared much worse, losing nearly -10% on the session, wiping out this year’s … Continue reading
Posted in Research
Tagged bear market, China, Commodities, corrections, Crude oil, crude oil prices, ECB, Economic, economic growth, Economic Update, Emerging Markets, Fed, Federal Reserve, Janet Yellen, LSA, market correction, market decline, Market Volatility, Portfolio, Volatility
Leave a comment
LSA Connect 