Category Archives: Uncategorized

FED NOTE

The Federal Open Market Committee concluded their recent set of meetings today, and, as expected, there was no significant change in strategy or communication.  Headlines seemed more focused on Research in Motion’s name change to ‘Blackberry.’  The FOMC elected to … Continue reading

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FOMC Update

The Federal Open Market Committee has been meeting for the past few days and came to a new conclusion, at least from the angle of how current easing decisions are being made and communicated.  The group is changing its method … Continue reading

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Portfolio Updates Posted

LSA MEMBERS:  Please make sure you login to the website to review the changes that have been posted.  The latest information is below. Please find below the portfolios that have been updated and posted to the LSA site.  The line … Continue reading

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LSA Portfolio Revisions

LSA will be posting revisions to portfolios over the next week starting Tuesday November 13th. Given the recent volatility and pull back since the elections LSA is making a few revisions to the portfolios to protect the gains we have … Continue reading

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FOMC and QE 3

Today, the Fed Open Market Committee concluded their two-day meeting with some big news—QE 3. Specifically, the FOMC will buy $40 billion of mortgages per month in an effort to spur the recovery in real estate and keep rates for … Continue reading

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2012 LSA National Conference Opens In Kansas City

Over one hunded thirty of the top independent investment advisors in America are attending the 2 1/2 day LSA National Conference at the Crowne Plaza Hotel in Kansas City, Missouri.

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FOMC Meeting

The FOMC completed their meeting today, with little change. Easing monetary policy further, as a result of weakening U.S. economic data in the past few months, was not voted for, although they keep the option open and the possibility of such … Continue reading

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FOMC Meeting

The FOMC meeting ended today with not much new to say.  Target rates remain ‘near-zero’ at 0.00-0.25%, which is unchanged and is of no surprise, considering their intention to keep rates ‘exceptionally low’ until late 2014.  Additionally, there will be … Continue reading

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Discussing Uncertainty… There continues to be a lot of uncertainty in the air, and we wanted to put some of these data points into better perspective in the form of a mid-year economic update.  Below are a series of questions … Continue reading

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LSA Manager Interview with Bonnie Baha

LSA has posted our Manager Interview with Bonnie Baha of Doubleline   Bonnie Baha, CFA, CIC Portfolio Manager, Global Developed Credit Co-Director, Credit Research Ms. Baha is the Senior Portfolio Manager of DoubleLine’s Global Developed Credit Group, which is included … Continue reading

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PORTFOLIO REVISIONS

Please note that we have posted REVISIONS for the following portfolios:  Private Client, PC Less Thank $100k, Bear Market Entry, Cautious Bear Plus and Schwab NTF.  To view the changes, login to the LSA website with your username and password, then simply … Continue reading

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LSA PORTFOLIO CHANGES!

Once again we find markets reacting to poor language from the Euro Zone. It is hard to believe that it has now been two years of Greek headlines and once again we seem to be on the verge of once … Continue reading

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