Newsletter Archive
January 15, 2012
Also in this issue:
- 2011 In Review
- Portfolio Review
- Looking Ahead
- Real Talk: Chasing The Leaders
December 1, 2011
Also in this issue:
- Market Update
October 15, 2011
Also in this issue:
- Market Review: Getting More Attractive
- Portfolio Review
- Looking Ahead
- Real Talk: TD Ameritrade's Client Site 2.0
September 1, 2011
Also in this issue:
- Anticipating the Next Secular Bull Market
- The Candle Problem
The Mr. Miyagi Market: Risk-On, Risk-Off
July 15, 2011
Also in this issue:
- Market Overview, Portfolio Review, and Looking Forward
Will The Baton Be Transferred Or Dropped?
June 1, 2011
Also in this issue:
- Market Overview & Commentary
- High Net Worth Insights: The LGA Retirement Approach
Market Strengthening Or Weaking?
April 15, 2011
Also in this issue:
- Market Overview
- Our Portfolios Hitting New Highs
- Real Talk: Think Small - How To Start A Side Business
March 1, 2011
Also in this issue:
- Market Overview: A "Twinkie" Recovery?
- Real Talk: Introducing Hustle - The New Formula For Success
- HNW Insights: Make More Money With A Conservative Portfolio
2010: TAX REPORTING INSTRUCTIONS
February 23, 2011
Also in this issue:
- Consolidated 1099
- Gain / Loss Forms
- Schedule K-1
- Invoices
December 1, 2010
Also in this issue:
- Market Update
- Real Talk: The Groupon Binky Effect
- High Net-Worth Insights: Is it your patriotic duty to pay lower taxes?
Mind Hack: How to Embrace Irrational Expectations
October 15, 2010
Also in this issue:
- Market Overview & Commentary
- Client Portfolio Update
- Mind Hack: How to Embrace Irrational Expectations
How Mixed Martial Arts Can Improve Investor Performance
September 1, 2010
Also in this issue:
- Market Overview & Commentary
- Real Talk: How To Choose The Right School For Your Children
- High Net-Worth Insights: You Made It, But Can You Keep It?
July 15, 2010
Also in this issue:
- Market Overview & Commentary
- Portfolio Review
- Back to Back Recessions Are Rare
Millionaire Stats: How do you Stack Up?
June 1, 2010
Also in this issue:
- Market Update & Commentary
- Millionaire Stats
- What Do You Wish You'd Saved For?
April 15, 2010
Also in this issue:
- Quarterly Market Update
- Launch of IAS - Our New Client Management Software
- Launch of "The Active Money Management System: Financial Education Workshops"
March 1, 2010
Also in this issue:
- Mid-Quarter Market Update
- Launch of www.ThatFeltGreat.com: A community focused on sharing positive stories.
2009: TAX REPORTING INSTRUCTIONS
February 23, 2010
Also in this issue:
- Consolidated 1099 Gain/Loss Forms
- Schedule K1
- Invoices
2009: A Good Year for Smart Investors
January 15, 2010
Also in this issue:
- Q4, 2009 Market Review (Quarterly)
- 2010 Outlook
- Celebrating Our 3 Year Anniversary!
Does Modern Portfolio Theory Need Updating?
December 1, 2009
Also in this issue:
- Q4, 2009 Market Update (Mid-Quarter)
- Reminders of Why We Save & Invest
- Modern Portfolio Theory: What Still Works and What Needs to be Improved
- Online Tutorials: Best 529 Blog, Roth IRA Conversions, 401K IRA Rollover, and Split Dollar Insurance
Working the Rebound from 2008's "Hell Week"
October 15, 2009
Also in this issue:
- Q3, 2009 Market Recap (Quarterly)
- Client Portfolio Review
- Continuous Improvement: Client Investment Management System Enhancements
Every Time is Different, Yet It's Always the Same
September 1, 2009
Also in this issue:
- Q3, 2009 Market Update (Mid-Quarter)
- Tribute to "Mom" Martorello
- America the Vulnerable
July 9, 2009
Also in this issue:
- Q2, 2009 Market Recap (Quarterly)
- Client Portfolio Review
- The Power of One: LotusGroup's Unified Platform
- Personal Outsourcing: Tips on Freeing Up Time for The Endless Summer
June 1, 2009
Also in this issue:
- Q2, 2009 Market Update (Mid-Quarter)
- We Are More Than Our Investments
- Real Returns vs. Benchmarks
Market Recap, Client Portfolio Review and Benefits of a Recession
April 15, 2009
Also in this issue:
- Q1, 2009 Market Recap (Quarterly)
- Client Portfolio Review
- Benefits of a Recession - LGA's study shows the declining costs of everday expenses.
Mid-Market Update, Tax Preparation and Corporate Philanthropy
March 1, 2009
Also in this issue:
- 2009 Market Update (Mid-Quarter)
- Tax Preparation and Reporting
- Corporate Philanthropy - Helping Bright Teens Reach Their Dreams of Going to College through Minds Matter, Inc.
January 15, 2009
Also in this issue:
- 2008 Market and Portfolio Review (Quarterly)
- 2009 Potential Scenarios and Probailities
- Advanced Tools & Techniques - Cash Flow Optimization, Mortgage Refi Program and College Savings Plans
This is Not Another Great Depression
December 1, 2008
Also in this issue:
- Q4, 2008 Market Update (Mid-Quarter)
- Client Case Study - Taking Control of Personal Finance for Busy Professionals
- Personal Investment - Tips for Recessionary Times and Surviving Corporate Cutbacks
Unprecedented Volatility and Unpredictability in Global Financial Markets
October 15, 2008
Also in this issue:
- Q3, 2008 Market Recap (Quarterly)
- Rescue Plan - What's Being Implemented and What's Starting to Work
- Client Portfolio Review
- Market Outlook: Short, Medium and Long Term
Historical Impacts on the Markets of Presidential Elections
September 1, 2008
Also in this issue:
- Q3, 2008 Market Update (Mid-Quarter)
- Investor Psychology - What's to Like About Bear Markets
30 Year Review of Oil Market History
July 15, 2008
Also in this issue:
- Q2, 2008 Market Recap (Quarterly)
- Client Portfolio Review
Separating the Hype from Reality
May 15, 2008
Also in this issue:
- Q2, 2008 Market Update (Mid-Quarter)
- LGA Continuous Improvements
What Does it Mean to be Well Diversified?
April 15, 2008
Also in this issue:
- Q1, 2008 Market Recap (Quarterly)
- LGA Continuous Improvements - Systems and Services
A Continued Focus on Savings and Investment
February 15, 2008
Also in this issue:
- Q1, 2008 Market Update (Mid-Quarter)
- Year-end Reporting and Tax Preparation
January 15, 2008
Also in this issue:
- Q4, 2007 Market Recap (Quarterly)
- LGA Continuous Improvements - New Advisors
Being "Safe" vs. Having "Faith"
November 15, 2007
Also in this issue:
- Q4, 2007 Market Update (Mid-Quarter)
- LGA Referral Program
Financial Markets Showing Signs
October 15, 2007
Also in this issue:
- Q3, 2007 Market Recap (Quarterly)
- Investor Performance Study
Trouble Ahead for Mortgage Companies and Large Banks
August 15, 2007
Also in this issue:
- Q3, 2007 Market Update (Mid-Quarter)
- Planning for Education Costs
July 15, 2007
Also in this issue:
- Q2, 2007 Market Recap (Quarterly)
- LGA Continuous Improvement - New Commodities
May 15, 2007
Also in this issue:
- Q2, 2007 Market Update (Mid-Quarter)
- Financial Markets on the Global Stage