Chasing The Leaders
It’s difficult to ignore the wild changes in poll results among the Republican primary candidates. Every few weeks there’s a new candidate capturing the media’s attention and taking the lead, only to fall back to earth after the next flavor of the month emerges to center stage. The parallels between this roller coaster ride of a primary and that of investor behavior are noteworthy.
2011 In Review: A Storm Before The Calm?
Global equity markets took investors for a wild ride in 2011. To recap the year, we compiled the biggest headlines from a jam-packed year, offset against the S&P 500, which vacillated dramatically in a continued “risk on / risk off” manner. Major investment market price-reversals occurred with a record frequency, especially during the second half [...]
Happy Thanksgiving
Happy Thanksgiving from all of us at LotusGroup Advisors! Enjoy the short film.
Getting More Attractive Every Day
Global equity markets accelerated their declines during Q3/11 after the modest declines in Q2/11. Three main factors spooked investors during Q3.
The Candle Problem
You sit at a table next to a wooden wall and the experimenter gives you the materials shown to the left: a candle, some tacks, and a box of matches. Your job is to fix the candle to the wall so that the wax doesn’t drop on the table. Think for a moment about how you’d solve the problem.
Anticipating the Next Secular Bull Market
Investment markets have been in decline since recent highs in May, with major moves during late July and early August taking markets into or near bear-market territory (defined as a 20% decline or more). This summer’s market issues are eerily similar to last summer’s, notably global debt worries and European bank panics. However, this summer’s [...]
The Mr. Miyagi Market: Risk-On, Risk-Off
US and developed foreign equity markets were both down marginally for the quarter. However, this lackluster result masks the high level of volatility during the quarter as markets surged in April, pulled back sharply in May thru early June, and then surged again towards the end of June.
Selecting An Accountant
We get asked for Accountant referrals all the time, so we conducted a strategic sourcing process to find the best Accountants for our clients.
Automate Your Finances
In this video, we give you a 3-step solution to the age-old problem of getting your finances in order. This is a step-by-step how-to guide along with resources to use so that it’s easy to get started.
Unconventional Wisdom: The LGA Retirement Approach
Q: As a result of the last downturn, a number of my friends have had to delay their retirements and some have had to come out of retirement to work again. The lucky ones have found new opportunities. However, quite a few are unfit to work or can’t find an opportunity. How do I ensure my safe retirement?
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