Keeping Things in Perspective: Q1 Market Review
Public Market Update Global stocks rebounded following a significant correction in the fourth quarter of 2018. Q2 was a reminder that market volatility is a very real factor with US equities up 14%, International equities up 10%, and Bonds rallying [...]
Purpose & Priorities – What is your Game Plan in 2019?
Navigating the New Year We are two months into the New Year. Do you set goals or make New Year’s Resolutions? Is this an exciting year for you, with new possibilities, personal growth, or career advancement in your plans? Or [...]
LotusClub: Private Investment Update Q1-19
Q1 Highlights: As we spent most of last year launching and developing new products, we continue to receive positive feedback regarding our homegrown offerings. Continued consistent cash flows and payouts The ongoing success of our LGA IncomePlus Fund The launch [...]
2018 Year In Review
During 2018, there were countless joys, many new marriages, several new babies, a few graduations, numerous new jobs, and more! There were also a number of new beginnings for clients, disappointments to overcome, and celebrations of lives well lived. [...]
Lotus Club: Private Investment Update Q4-2018
Despite 2018's market volatility, LotusGroup private investments have continued to deliver consistent cash flows and returns for our growing group of clientele. Q4 Highlights: Continued consistent cash flows and payouts amidst market volatility The successful early exit of our [...]
Managing Emotions Through Both Ups and Downs
Public Market Update 2018 has been a roller coaster ride for fully invested public market investors. After a volatile start to 2018, US markets surged to all time highs between February and September. However, most major markets outside the US [...]
Rising Interest Rates – Sparking Concern into Global Markets
Public Market Update: The abrupt arrival of chilly weather here in Denver is a reminder that fall is ending and winter is upon us. Looking back over the past three months, US GDP growth exceeded expectations with tax cuts spurring [...]
Lotus Club: Private Investment Update Q3-2018
LotusClub has continued to deliver consistent cash flows and returns for our growing group of clientele. Q3 Highlights: An early exit on $6.7MM of infrastructure investments, with an expected over-achievement of initially targeted IRRs An increase from 10% to [...]