The Balancing Act
The Balancing Act Investment Market Update US equities posted another lackluster quarter in Q3-2019. The S&P 500 has now dropped, rallied and then churned sideways for a relatively stagnant return over the past 12 months (see Chart I below). Chart [...]
Finding Value in Today’s Market Environment
Where is the Value? Investments with meaningful intrinsic value remain scarce with public markets still overvalued and a recent influx of volatility. International public equities have had lackluster returns during the past five years while US markets appear to have stalled [...]
The Bull Keeps Running: Q2 Market Update
Investment Market Update Amid trade tensions with China and unsatisfactory economic data, last quarter provided investors with some volatility. However equity markets remained resilient, with the S&P 500 grinding its way to a positive return and some nominal new highs. [...]
Make.Life.Count
Make.Life.Count Here at LotusGroup - we firmly believe in our company's mission, "Maximizing Human Potential," and look to instill this mission into our broader community of clients, family and friends. Our goal has always been to build a culture that [...]
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. [...]