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 increased economic activity. Looking forward, the picture of US GDP is a bit less clear [...]

By |2018-10-15T15:58:32+00:00October 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 now 14% annualized distributions on our Denver-based co-working investment Continued progress on a $2-4MM workout [...]

By |2018-08-31T16:15:07+00:00August 31st, 2018|Investment Strategy, Lotus Club, Private Investments|

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 has been phenomenal, global markets have continued to be relatively flat since 2011 - over seven [...]

By |2018-08-31T16:15:13+00:00August 31st, 2018|Investment Strategy|

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). A contributing factor to volatility has been the heightened rhetoric and growing pains between the [...]

By |2018-07-12T16:00:26+00:00July 12th, 2018|Investment Strategy|

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 |2018-06-01T16:28:46+00:00May 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 |2018-05-31T23:53:02+00:00May 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 |2018-04-13T04:33:00+00:00April 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 |2018-03-01T00:04:40+00:00February 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 |2018-03-01T00:02:33+00:00February 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 |2018-01-16T06:25:20+00:00January 11th, 2018|Investment Strategy|