The Mr. Miyagi Market: Risk-On, Risk-Off
US and developed foreign equity markets were both down marginally for the quarter. However, this lackluster result masks the high level of volatility during the quarter as markets surged in April, pulled back sharply in May thru early June, and then surged again towards the end of June.
Selecting An Accountant
We get asked for Accountant referrals all the time, so we conducted a strategic sourcing process to find the best Accountants for our clients.
Automate Your Finances
In this video, we give you a 3-step solution to the age-old problem of getting your finances in order. This is a step-by-step how-to guide along with resources to use so that it’s easy to get started.
Unconventional Wisdom: The LGA Retirement Approach
Q: As a result of the last downturn, a number of my friends have had to delay their retirements and some have had to come out of retirement to work again. The lucky ones have found new opportunities. However, quite a few are unfit to work or can’t find an opportunity. How do I ensure my safe retirement?
Will The Baton Be Transferred Or Dropped?
Investment markets have been volatile as participants digest conflicting data. Positives have included improving employment, corporate profits, M&A activity, and ongoing stimulus…while negatives have included debt concerns, increased inflation, and global supply-chain shocks due to the historic Japanese earthquake.
Hiring: We’re looking for another Financial Advisor to join our team
We’re looking for another Financial Advisor to join our team. We are looking for someone based in Denver so we can train, support and work face-to-face. We pay a base salary of $30,000 + 30% commission on assets over $3MM on an ongoing basis. Once you’ve reached $75,000 in personal income, we will bump your salary to…
Think Small: How To Start A Side Business
We posed this question to 25 of our clients: Why haven’t you started a business yet? By definition, our clients are a selective group: they earn and save well, seek advice, and outsource their investments – not confusing busy-ness for business. In this article, we share our findings so you can determine if you run into similar problems and how you can overcome them. This is written to help those serious about starting a business.
Portfolios Hitting New Highs
We entered the quarter positioning client portfolios in line with the thesis that equity markets would continue to rally, albeit with minor corrections along the way. Our equity models indicated that emerging markets would regain leadership, after temporarily underperforming during Q4/10.
Market Strengthening Or Overheating?
Equity markets gained 3 – 5% during Q1/2011, with the US posting the best performance globally.
Andy Seth Named 2011 9News Denver Leader of the Year Finalist
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