Category Archives: Uncategorized

LSA Stock Models

http://www.LSAstockIQ.com In partnership with FusionIQ, a leading investment research and technology provider, LSA now offers access to proprietary investment research and Adaptive Dynamic Portfolios (ADPs) on a SUBSCRIPTION basis. We invite you to learn more about our proprietary algorithm for … Continue reading

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Weekly Economic Update

Economic Update 3-25-2019 Economic news for the week centered on the U.S. Federal Reserve’s decision to leave rates unchanged, but, more importantly, revised expectations toward no further rate hikes in 2019. Manufacturing sentiment surpassed expectations, as did data for housing, … Continue reading

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Weekly Economic Update

Economic Update 3-11-2019 Economic data for the week, with a delayed schedule still affected by the government shutdown, showed positive results for ISM non-manufacturing/services and housing, coupled with a lackluster February employment report, which looked to have strongly negative winter … Continue reading

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Weekly Economic Update

Economic Update 2-04-2019 Economic data for the week included no change in the Federal Reserve’s policy interest rate, and more mixed results from housing, while positive results originated from ISM manufacturing data and labor markets, particularly the employment situation for … Continue reading

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Fed Update

The FOMC unanimously decided on no policy action upon the conclusion of their January meeting, which was as expected. The formal statement noted continued strength in the labor market and economic activity rising at a ‘solid’ rate (downgraded from December’s … Continue reading

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LSA Revision Reminder

LSA Revisions – November 2018 LSA will begin making revisions to the following model portfolios over the next few days, (Private Client, PC Traditional, PC Blended, ETF, and SRI. Please note the date that the revisions will be posted to the … Continue reading

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Weekly Economic Update

Economic Update 10-22-2018 Economic data for the week was highlighted by mixed but still-strong results from manufacturing, continued growth-oriented results from a key index of leading economic indicators, weaker retail sales affected by storm activity, and poor housing market results. … Continue reading

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Weekly Economic Update

Economic Update 10-08-2018 Economic data for the week was highlighted by a weather-suppressed but otherwise decent employment report, strong results from other labor metrics such as private employment and claims, and mixed manufacturing results. Equity markets in both the U.S. … Continue reading

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LSA Model Revisions Schedule – June 2018

Private Client Mutual Fund, ETF, Variable Annuity/Variable Universal Life Model Revisions!! LSA will begin making revisions to all model portfolios over the next two weeks.  Please note the date that the revisions will be posted to the website.  These posts … Continue reading

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Weekly Economic Update

Economic Update 2-20-2018 In a busy week for economic releases, highlights included weakness in retail sales and some hints of increasing inflation as measured by import prices, PPI and CPI. On the positive side, manufacturing continues to look robust in … Continue reading

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LSA Tax Efficient Model Revisions

TAX EFFICIENT PORTFOLIO REVISIONS   As 2018 begins and volatility is starting to pick up LSA will be recommending changes to Private Client Tax Efficient portfolios this week to address three primary investment themes and to continue with our movement … Continue reading

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Weekly Economic Update

Economic Update 1-30-2018 Economic data for the week was highlighted by a weaker-than-expected result for the prior quarter’s GDP and prior-month housing sales, but stronger showings in durable goods, jobless claims and the index of leading economic indicators. Equity markets … Continue reading

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