Category Archives: Uncategorized

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

Posted in Uncategorized | Leave a comment

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

Posted in Uncategorized | Leave a comment

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

Posted in Uncategorized | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

Weekly Economic Update

Economic Update 1-23-2018 Economic data for the week was mixed, with decent results reported in industrial production, while regional manufacturing results, housing starts and consumer sentiment came in weaker.  The Fed’s anecdotal Beige Book showed general strength across most segments … Continue reading

Posted in Uncategorized | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

Weekly Economic Update

Economic Update 1-16-2018 Economic data for the week was led by growth in retail sales, tempered inflation results and mixed but continued strong labor market metrics. Equity markets gained ground again, with U.S. markets leading the way upon strong sentiment.  … Continue reading

Posted in Uncategorized | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

Weekly Economic Update

Economic Update 1-08-2018 Economic data for the first week of the new year showed strength in manufacturing, a weaker result for services ISM, and a mixed result in employment, with strong jobless claims and ADP employment numbers, while the government … Continue reading

Posted in Uncategorized | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

Weekly Economic Update

Economic Update 1-02-2018 With an extremely light holiday calendar for economic data, highlights included stronger housing and regional purchasing data and weaker consumer confidence and jobless claims. U.S. stock markets fell during the last week of the year, while international … Continue reading

Posted in Uncategorized | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

Weekly Economic Update

Economic Update 12-27-2017 Economic releases last week consisted of very strong results in housing and manufacturing, as well as the broad measure of leading economic indicators, mixed results from personal income/spending and durable goods orders and slightly worse sentiment and … Continue reading

Posted in Uncategorized | Leave a comment

Weekly Economic Update

Economic Update 12-18-2017 Economic activity for the week centered on the Federal Reserve, which raised short-term interest rates another quarter-percent, as expected.  Retail sales gained more sharply than expected, while industrial results were mixed and inflation came in weaker than … Continue reading

Posted in Uncategorized | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

Fed Note

Fed Note: The December FOMC meeting was considered one in the ‘important’ category, in that additional materials were released, a press conference was scheduled afterward, as well as it being the last of the year.  Based on economic and inflation … Continue reading

Posted in Uncategorized | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

LSA Model Revisions

LSA MODEL PORTFOLIO REVISION TRADE SCHEDULE LSA will begin making revisions to many of the model portfolios over the next several weeks. Please note the date that the revisions will be posted to the website. ***ALL trade dates will be ONE … Continue reading

Posted in Uncategorized | Leave a comment

TDA Revisions For ETF NTF

TDA REVISIONS for Updated List of Non-Transaction Fee ETF’s LSA has updated the TDA Non-Transaction Fee ETF’s. As many of you know, TDA recently updated their list of available ETF’s on their NTF (non-transaction fee/no ticket charge) platform. After reviewing the … Continue reading

Posted in Uncategorized | Leave a comment