Lotus Club: Private Investment Update Q2-2018

  LGA private investments continue to deliver increasing distributions and asset values for our growing clientele. Few highlights for Q2: We had a successful exit on a golf course investment in Houston from 5 years ago, with the recapitalization of the company + increase in value delivering nearly 100% returns! We completed the first raise [...]

By | May 31st, 2018|Investment Strategy, Lotus Club|

Finding & Funding Your Legacy

Legacy: The Net Worth Statement of One's Life Just as a singer needs to “find their voice” to project their uniqueness into the world, we each need to find our unique legacy. Finding our legacy is about determining what matters most in our life, our work, our relationships and our involvement in activities. One may [...]

By | May 30th, 2018|Investment Strategy|

Successfully Navigating a Choppy Market

  Public Market Update After nothing but bullish outlooks in 2017, 2018 has gotten off to a far choppier start, with global equity markets correcting 10%+ off of recent highs. Big U.S. tax cuts, synchronized global growth, and strong earnings look to face increasingly strong headwinds from the Fed's rate hikes, rising inflation, and protectionist [...]

By | April 12th, 2018|Investment Strategy|

Lotus Club: Private Investment Update Q1-2018

  Lotus Club has had a great start to 2018, and we have some very exciting updates below! During Q1, clients invested $16.7M of additional capital and we are excited to announce that we officially launched the LGA IncomePlus Fund.  This one-time opportunity is especially suited for investors who want security, consistency, income, and upside, without [...]

By | February 23rd, 2018|Investment Strategy, Lotus Club|

Market Volatility? Tune Out the Noise!

  What is Market Volatility? When referring to the stock market, volatility is the ability for market prices to change rapidly and unpredictably. The greater the potential price move in either direction, the greater the volatility, and vice versa. Volatility in the stock market is often measured by the Chicago Board Options Exchange Volatility Index, [...]

By | February 22nd, 2018|Investment Strategy|

Global Equity Markets – Hop On The Runaway Freight Train?

 Public Market Update 2017 will go down as a remarkable year for high-risk investors. Few foresaw the S&P 500 posting gains of almost 20% (Chart I below)... Chart I - 2017  S&P 500 Returns ...and fewer still predicted the fantastic gains possible in bitcoin investing (see Chart II below): Chart II - Bitcoin Futures through [...]

By | January 11th, 2018|Investment Strategy|

The Great Unwind – The Real Deal or Head Fake?

 "We all get addicted to something that takes away the pain." - Bella Aurora   Addiction is a complex condition that we see across all facets of life; many people have struggled with addiction or have seen it affect their friends, family, and coworkers. Addictions often begin as a subsidy / outlet for an individual's [...]

By | December 1st, 2017|Investment Strategy|

The Bull Market in Everything – Signs of a Top?

  Public Market Update Global markets delivered positive returns during Q3 2017, with most asset classes rising in value. These results were positive for public market investors who saw balances in their accounts rising. Over the medium term, however, global market have still been rather lackluster since we warned of overvaluations in May 2014. With [...]

By | October 13th, 2017|Investment Strategy|

Lotus Club: Private Investment Update Q3-2017

Another 90 days in the books and a lot to report on! We activated another $9.0MM of client investments, including the addition of two new private LP investments. Mid-market lending with an immediate 11.1% return, and subsequent 7.77% annual cash flow. A roll-up of the waste management industry, currently paying out 8.7%, and targeting 15%+ [...]

By | September 1st, 2017|Investment Strategy, Lotus Club, Private Investments|

Public Market Musings – Mid Q3 2017 Update

Global Economy and Corporate Profits Remain Relatively Healthy Economic growth continues to be modestly healthy. While US GDP has been hovering within an anemic 0-2% growth range, a recent 3% result was posted in July (see Chart I below) Chart I - US GDP Growth Rates For Past Six Calendar Quarters Will this 3% growth [...]

By | September 1st, 2017|Investment Strategy|