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 [...]
Have Financial Markets Reached the Summit?
Public Market Update As of last week, the US bull market that began in March of 2009 became the longest in history, setting a new "record" of 3,453 days. While the sheer length of our current bull market [...]
Will Trade Rhetoric and Hawkish Central Banks Spark Further Market Volatility?
Public Market Update Global markets have been turbulent and volatile during the first half of 2018, with Q2 continuing the slight cumulative downtrend from Q1 (some markets have risen and some declined, but in aggregate show a small decline). [...]
1st Ever “LGA Talk” – Recap and Video Link
Event Recap Dear Clients, Family, and Our Wider LGA Community On May 23, 2018 we hosted our first ever LGA Talk, featuring Michael Kubena as the guest speaker. We began by kicking off the LGA Talk Series with an explanation [...]