BLOG2017-02-04T00:48:54+00:00

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|

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 [...]

By |November 30th, 2018|Investment Strategy|

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 [...]

By |October 14th, 2018|Investment Strategy|

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 [...]

By |August 31st, 2018|Investment Strategy, Lotus Club, Private Investments|