Category Archives: Uncategorized

Economic Update 4-04-2017 Economic data for the week was highlighted by stronger manufacturing and housing results, an improvement in consumer confidence to a multi-decade high, while Q4 GDP was revised slightly higher than in earlier releases. Equity markets in the … Continue reading →

LSA will be making revisions to all variable annuity platforms over the next two weeks.  We will be releasing the revisions in three waves.  The first wave has already been posted and will include: (Private Client Tax Efficient, JNL, JNL … Continue reading →

** TRADE DATE SCHEDULED FOR Today – November 9th, 2016 ** Private Client (PC Blended/PC Traditional/PC L100k/BME/CBP/PC Income Strat) ETF (including ETF Tactical models) American Funds DFA Fidelity Socially Responsible (SRI) Vanguard Investment Rationale:  As 2016 begins to wind down, … Continue reading →

Economic Update 2-1-2016 In a packed week for economic news, the FOMC kept the interest rate level unchanged, while the Japanese decided to lower rates to negative territory.  The flurry of other data was generally variable, with economic growth, manufacturing, housing and sentiment … Continue reading →

2015 proved to be a turbulent year for the high yield bond market. Although US economic growth was resilient, the negative impact of sinking commodity prices on the energy and metals & mining sectors caused high yields to finish the … Continue reading →

Economic Update 11-09-2015 Economic data came in a bit better than expected on average, with the ISM non-manufacturing index and the October employment report surpassing expectations.  Conditions were less appealing on the manufacturing side, as ISM manufacturing, factory orders and related … Continue reading →

Below is a list of all models that are scheduled to trade today……June 8th, 2015.  All revisions for these models have been posted and are ready to view. *As a reminder, the Revision Explanation Presentation/Video will be posted later today.  … Continue reading →

Chart of the Week Last Friday, the nonfarm payrolls numbers, a closely watched gauge regarding the employment market, for the month of March were announced at a disappointing 126,000 new jobs, a far cry from the 245,000 economists estimated. This … Continue reading →

  Chart of the Week These charts show the movement of the S&P 500 versus a couple of properly screened actively managed mutual funds during two periods of market downturn. With the S&P 500 soaring the past 6 years, it is … Continue reading →