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 through the platform means that the changes are posted!

 Tuesday November 13th after market close:

  • Allianz
  • Jefferson National
  • Nationwide
  • Protective Life
  • Security Benefit

 Wednesday November 14th  after market close:

  • Private Client
  • Private Client Less than 100K
  • Bear Market Entry
  • Cautious Bear Plus
  • Schwab NTF

 Thursday November 15th after market close:

  • AXA Equitable
  • Hartford Leaders
  • ING Select Advantage
  • Lincoln
  • MetLife
  • Ohio National
  • Pacific Life

We will continue to provide everyone with the most current information…..if you have any questions please contact us at 866-581-5724.

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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 had in 2012 and approach 2013 with a little more caution.  We will start releasing the revisions based on the schedule found below..

Here are the scheduled release dates, please login to the LSA site to view all changes which will post after the market closes on the date shown.

Tuesday November 13th:

  • Allianz
  • Jefferson National
  • Nationwide
  • Protective Life
  • Security Benefit

Wednesday November 14th  after market close:

  • Private Client
  • Private Client Less than 100K
  • Bear Market Entry
  • Cautious Bear Plus
  • Schwab NTF

Thursday November 15th after market close:

  • AXA Equitable
  • Hartford Leaders
  • ING Select Advantage
  • Lincoln
  • MetLife
  • Ohio National
  • Pacific Life

Video commentary will also be posted on Tuesday-Thursday walking through what the revisions look like.

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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 government agency debt low (until the labor market improves ‘substantially’). Additionally, they lengthened and toughened their ‘zero-rate policy’ language from late-2014 to mid-2015. In addition, they stand ready to do more as needed.

This outcome, as has been the case of the last few meetings, was largely expected. However, up until a few days/weeks ago, it wasn’t as clear as to whether such as drastic step would need to be taken. Last week’s poor jobs report and ongoing spottiness in economic data (particularly in manufacturing) appeared to prompt this decision. Continue reading

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Eric Cinnamond of Aston River Road Independent Value Fund Delivers Saturday Keynote

Eric Cinnamond and Jeremy Groh of Aston Asset Management with LSA’s Brad Kasper (center).

Mr. Cinnamond serves as Vice President and Portfolio Manager of Aston River Road’s Independent Value Fund (ARIVX/ARVIX).  He first spoke to the LSA audience at the 2011 Annual Conference and returned this year by popular demand.

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Kevin Fuerst of Fuerst Consulting Speaks To LSA Conference Audience

Kevin Fuerst of Fuerst Consulting Group, Chattanooga, Tennessee.

Kevin Fuerst, President and Founder of Fuerst Consulting opened the Saturday session of the LSA National Conference with a presentation about how advisors can enhance their practices with effective estate planning services.

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Conference Attendees Meet LSA Service Providers and Partners

 

Tammy Breitenbach of Catalyst Partners and Advisor John Cooper.

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Bonnie Baha of DoubleLine Addresses Economic Outlook

Bonnie Baha of DoubleLine Core Fixed Income Fund with LSA’s Ryan Kasper.

Bonnie Baha, DoubleLine Fixed Income Specialist, advised LSA Conference attendees about market outlooks based on current fundamental economic realities.

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Big Turnout For Friday Morning Session

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LSA’s Brad Kasper Recommends…

During opening remarks Friday at the 2012 Annual Conference, LSA’s Brad Kasper recommended that all LSA members subscribe to the LSA news blog, LSAConnect.com.

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Conference Audience Learns About Hidden Levers

Praveen Ghanta and Raj Udeshi

Praveen Ghanta and Raj Udeshi of Hidden Levers present their “Next-Generation Risk Management Toolkit” to LSA Conference audience.

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Collaboration and Learning

LSA’s Tammy Breitenbach (President of Catalyst Partners) with LSA Member Ken Osiwala of Detroit.

 

LSA Member Mark Kollar of Chicago with LSA President Brad Kasper.

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America’s Wealth Management Group

Dean Barber and Bud Kasper discuss America’s Wealth Management Group and syndicated radio program with LSA Conference attendees.

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