Category Archives: Uncategorized

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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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

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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

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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

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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

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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

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