Weekly Economic Update

Posted on November 27, 2017 by LSAConnect

Economic Update 11-27-2017

  • On a shortened Thanksgiving week, the few economic reports that surfaced were mixed, with slightly weaker durable goods orders, while existing home sales and jobless claims were positive, and the index of leading economic indicators was quite strong.
  • Global equity markets fared positively, with U.S. small caps and foreign stocks faring well on the heels of a weaker dollar.  Bonds ended up with slight gains as interest rates ticked downward slightly, with foreign bonds faring better.  Commodity indexes were higher as crude oil rose to its highest price in over two years.

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Weekly Economic Update

Posted on November 21, 2017 by LSAConnect

Economic Update 11-20-2017

 

  • Economic data for the week was highlighted by stronger retail sales, mixed-but-still-strong manufacturing and industrial production results, along with slightly higher inflation.  Homebuilder sentiment improved, while jobless claims remained very low.
  • U.S. equity markets were mixed with small caps outperforming large caps.  Emerging market stocks similarly outperformed developed market equities.  Bonds achieved positive gains, while foreign bonds were helped by a weaker dollar.  Commodities lost a bit of ground with crude oil prices ending flat for the week.

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Weekly Economic Update

Posted on November 13, 2017 by LSAConnect

Economic Update 11-13-2017

  • In a very light week for economic data, highlights included continued strong job openings data, while claims ticked upward due to temporary weather impacts.  Consumer sentiment also ticked downward a bit.
  • U.S. and foreign equity markets lost ground for the first week in several as sentiment soured, although emerging markets gained.  Bonds were also down across the board, although a weaker dollar helped foreign stocks and bonds somewhat.  Commodities gained as energy prices again moved higher.

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Weekly Economic Updates

Posted on November 6, 2017 by LSAConnect

Economic Update 11-06-2017

  • Economic news for the week was dominated by a Fed meeting that resulted in no policy change, mixed manufacturing results, stronger optimism and a below-par employment situation report—several releases continue to demonstrate the effects of recent hurricanes.
  • Equities continued their run of success, with gains in the U.S. and foreign markets, on the back of strong earnings and economic growth.  Bonds also fared well as rates decreased.  Commodities gained on the week, in keeping with higher oil demand and lower production.

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LSA Trade Dates

Posted on November 6, 2017 by LSAConnect

LSA Revisions – November 2017

Mutual Fund & ETF Model Revisions – (Inclusive of the NTF Models):  Please make sure to login to the LSA website to review all revisions and the investment rationale.

LSA Trade Dates This Week, and Investment Rationale:

ETF and ETF TACTICAL models – targeted trade date – Tuesday, November 7th

Private Client Blended – targeted trade date – Wednesday, November 8th

Private Client Traditional – targeted trade date – Thursday, November 9th

Private Client – targeted trade date – Friday, November 10th

**** Private Client Tax Efficient will NOT trade during Capital Gains season ***

Model Revisions Posting This Week:

Monday, November 6th: Bear Market Entry, Cautious Bear Plus, Private Client Less Than $100k, Private Client Income – targeted trade date – Monday, November 13th

Tuesday, November 7th: American Funds, Fidelity, Vanguard– targeted trade date – Tuesday, November 14th

Wednesday, November 8th: SRI: Socially Responsible – targeted trade date – Wednesday, November 15th

Thursday, November 9th: DFA and DFA Blended – targeted trade date – Thursday, November 16th

Friday, November 10th: Jackson National Elite Access and VOYA Select Advantage – targeted trade date – Thursday, November 17th

*As a reminder, the Revision Explanation Presentation/Video is posted in the “News & Announcements,” section on the LSA Beta home page and will be posted at the end of the business day on the targeted posted date.

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Fed Note

Posted on November 1, 2017 by LSAConnect

Fed Note:

The November FOMC meeting was anticipated to be a minor affair, in that no actions were expected in terms of policy change, nor was there a press conference scheduled afterward.  This played out exactly as such.

The formal statement reflected the status quo, with the committee describing economic activity as rising at a ‘solid rate’ (while acknowledging the hurricane disruptions).  Also noted were growth in household spending as well as business fixed investment.  Core inflation was described as ‘soft’, excluding the effects of gasoline price increases related to the hurricanes.  All-in-all, little changed, but the assessment was generally positive, pointing to a continuation of current policy, which could likely be another rate hike in December.

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LSA Model Revisions

Posted on October 31, 2017 by LSAConnect

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 WEEK later than the post date.

REVISIONS POSTED:

Tuesday, October 31st: ETF and ETF TACTICAL models

Wednesday, November 1st: Private Client Blended

Thursday, November 2nd: Private Client Traditional

Friday, November 3rd: Private Client

Monday, November 6th: Bear Market Entry, Cautious Bear Plus, Private Client Less Than $100k, Private Client Income

**** Private Client Tax Efficient will NOT trade during Capital Gains season ***

Tuesday, November 7th: American Funds, Fidelity, Vanguard

Wednesday, November 8th: SRI: Socially Responsible

Thursday, November 9th: DFA and DFA Blended

Friday, November 10th: Jackson National Elite Access and VOYA Select Advantage

** The revision explanation will be posted to the LSA website tomorrow.

If you have any questions, please contact us and we’ll be happy to help.

The LSA Team

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Weekly Economic Update

Posted on October 31, 2017 by LSAConnect

Economic Update 10-30-2017

  • Economic data for the week was highlighted by a strong 3rdquarter GDP report, in addition to solid durable goods results.  Housing experienced a bit of a bounce back from a weaker hurricane-plagued prior month, while jobless claims contained to run at a low level.
  • U.S. stocks ended the week again with gains, led by strong earnings and economic data; foreign developed markets gained in local terms, but lagged when a stronger U.S. dollar was accounted for.  Bonds lagged somewhat upon rates ticking higher.  Commodities gained on net as crude oil prices continued a trend higher, as production cuts looked to continue.

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TDA Revisions For ETF NTF

Posted on October 27, 2017 by LSAConnect

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 new list, we unfortunately have to create all new model portfolios due to having only TWO of our former ETF’s being offered on their new list of available options.

The TDA ETF NTF model portfolio allocations are now posted to the LSA website. We will be posting the ETF Revisions for the other platforms starting Monday the 30th.

A revision video will be also be available on Monday discussing the recent changes.

*** A couple of things to remember when you are trading and updating your positions inside of these models based on being “Qualified” or “Non-Qualified” accounts.

If you are updating these in QUALIFIED accounts and intend to update your models to LSA solutions, please make sure to sell your current positions and buy into the new models ASAP to bring everything up to speed. *** TDA is providing a limited window of time to sell current NTF ETF’s that will no longer be available with NO ticket charge.

If you are updating in NON-QUALIFIED accounts, please make sure to use your own discretion with getting the models updated. REMEMBER that when you liquidate, you will create a taxable event and will be required to take the gains in 2016.

We are hopeful that this should allow for a fairly easy transition toward the new available options that TDA is providing. As you get further into this process, please don’t hesitate to contact us with any questions and we’ll be happy to assist!

Kind regards,

Your LSA Portfolio Analytics Team

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Weekly Economic Update

Posted on October 23, 2017 by LSAConnect

Economic Update 10-23-2017

  • Economic data for the week included solid regional manufacturing results and production numbers, while housing statistics reflected the large impact of recent multiple hurricanes, which depressed activity.  Labor strength remained robust, with jobless claims again reaching multi-decade lows.
  • Equity markets gained in the U.S., outperforming foreign stocks that were held back by dollar movements higher.  Bonds on the investment-grade side lost ground due to higher rates, while lower quality bonds fared better; foreign bonds were held back by currency movements.  Commodity prices were mixed as crude oil prices moved slightly higher, ending in the low 50’s.

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Weekly Economic Update

Posted on October 17, 2017 by LSAConnect

Economic Update 10-17-2017

  • Economic data for the week was focused on the FOMC minutes, which appeared to sustain high odds for a December rate hike, retail sales came in as expected, as did inflation, while labor markets continued to show strength in the areas of job openings and jobless claims.
  • Equity markets rose globally, with foreign stocks outperforming U.S. names with help from a weaker dollar.  Bonds also fared decently, with interest rates falling across the yield curve.  Commodities gained in a variety of sectors, including oil, which again gained ground and rose above $50/barrel.

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Weekly Economic Update

Posted on October 9, 2017 by LSAConnect

Economic Update 10-09-2017

  • Economic data for the week was led by especially strong ISM manufacturing and non-manufacturing reports, decent construction spending, while the employment situation report for September was a mixed bag of
  • U.S. stock markets continued to churn forward, while a stronger dollar held back developed foreign markets—with the exception of emerging markets, which outperformed all groups.  Bond returns were tempered, as U.S. rates rose a bit.  Commodities lagged due to a drop in the price of crude oil and natural gas.

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