Reflecting on 2019 and the new decade ahead
Happy New Year! As we reflect on another busy 365 days, we are grateful for the wonderful clients, business partners and team here at LotusGroup. One of the firm's greatest strengths is the network of collective relationships we build [...]
Interval Funds – Expanding the Access of Private Investments
Interval Funds 101 LotusGroup recently launched a private interval fund sourcing program to help clients improve diversification, access and liquidity. As such, we thought it would be helpful to provide a high-level overview of the interval fund origin and [...]
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 [...]