VIDEO WEBINAR – Q2 Private Investment Update
https://youtu.be/ljbv4hkAUKc
Reflecting on 2019 and the new decade ahead
Happy New Year! As we reflect on another busy 365 days, we are grateful for the wonderful clients, business partners and team here at LotusGroup. One of the firm's greatest strengths is the network of collective relationships we build each day across a wonderful group of individuals and families. That being said, we hope [...]
Interval Funds – Expanding the Access of Private Investments
Interval Funds 101 LotusGroup recently launched a private interval fund sourcing program to help clients improve diversification, access and liquidity. As such, we thought it would be helpful to provide a high-level overview of the interval fund origin and structure. Why Interval Funds? Historically, investments in alternatives have not been readily available to most [...]
The Balancing Act
The Balancing Act Investment Market Update US equities posted another lackluster quarter in Q3-2019. The S&P 500 has now dropped, rallied and then churned sideways for a relatively stagnant return over the past 12 months (see Chart I below). Chart I: S&P 500 Performance Trailing 12 months (Source: Yahoo Finance) Looking more globally, equity-like risk [...]
Finding Value in Today’s Market Environment
Where is the Value? Investments with meaningful intrinsic value remain scarce with public markets still overvalued and a recent influx of volatility. International public equities have had lackluster returns during the past five years while US markets appear to have stalled out as well over the past twelve months. Our investment team continues to see pockets [...]
Make.Life.Count
Make.Life.Count Here at LotusGroup - we firmly believe in our company's mission, "Maximizing Human Potential," and look to instill this mission into our broader community of clients, family and friends. Our goal has always been to build a culture that provides our clients the transparency, security and trust around their investment portfolio so that they [...]
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 and initial successes for our first direct offering, the LotusGroup Longevity Fund We would like [...]
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. As we come to the end of 2018, we are once again honored to be [...]
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 began to see robust declines, decoupling from the continued US gains. As October arrived, 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 increased economic activity. Looking forward, the picture of US GDP is a bit less clear [...]