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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 [...]

By |September 1st, 2019|Investment Strategy, Lotus Club|

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. [...]

By |July 11th, 2019|Uncategorized|

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 [...]

By |April 15th, 2019|Investment Strategy|

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 [...]

By |February 28th, 2019|Investment Strategy, Lotus Club, Private Investments|

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 [...]

By |November 30th, 2018|Investment Strategy, Lotus Club, Private Investments|