Finding your North Star in uncertain times

In both hiking and sailing, conditions can change rapidly and for the worse, and it is not uncommon for disorientation to set in and give way to poor, fear-based decisions. It’s no different in the real world. As one of the strangest years in recent history draws to a close and many clients are unsure [...]

Purpose & Priorities – What is your Game Plan in 2019?

Navigating the New Year   We are two months into the New Year.  Do you set goals or make New Year’s Resolutions?  Is this an exciting year for you, with new possibilities, personal growth, or career advancement in your plans? Or maybe this is a year of unknowns, with a mixture of fear and anxiety, possibly [...]

2015 Client Event Series

Event: Happy Hour Date & Time: Thursday, April 30th From 4:30 - 6:30pm Location: Upstairs Circus Registration Closed Kelly and Matt Johannsen are the founders of Upstairs Circus and fellow LotusGroup Clients. We’d like to welcome you to a happy hour at their Lodo location. Meet, drink, and be merry. [...]

By |2017-02-04T00:48:57-07:00March 31st, 2015|Events, LotusGroup Blog|

Order Your “Make. Life. Count.” Shirt

(LotusGroup's Survival Day with the The Cottonwood Institute) We want to see clients "Make Life Count" so we're sending you a sweet new shirt for 2015! Want one? Then here's what you gotta do: 1. Must be a Client 2. Complete this order form 3. Wear the shirt and do something that "makes life count" 4. Share the [...]

By |2017-02-04T00:48:58-07:00January 2nd, 2015|LotusGroup Blog|

The Very Late Innings

Market Overview & Commentary Investment markets continued surging to ever higher levels of overvaluation during Q2/2014, despite real hiccups in the global economy (see Chart I below). First quarter U.S. GDP contracted by 2.9%, Europe continued to languish in a state of sub-par growth, and even China continued to slow. Chart I: Q1/2014 Asset Class [...]

By |2017-02-04T00:48:58-07:00July 15th, 2014|LotusGroup Blog|

The Aging of a Cyclical Bull Market

Market Overview & Commentary US and International developed market equities are setting marginal new highs, after short pauses during Q1/2014.  The bull market is now at 63 months duration versus an average of 42 months, valuations remain at extremes, and sentiment remains overbought. For fear of sounding like a broken record, this rally has gone [...]

By |2017-02-04T00:48:58-07:00May 30th, 2014|LotusGroup Blog|

Choppiness Continues

Market Overview & Commentary Despite a rocky early start to 2014, most investments rallied back during the back half of Q1 to end flat or slightly up (see Chart I below). Chart I: Q1/2014 Daily Price Chart for the S&P 500  Across various investment asset classes, only real estate really stood out with a meaningful [...]

By |2017-02-04T00:48:58-07:00April 15th, 2014|Investment Strategy, LotusGroup Blog|

Financial New Year’s Resolution Starter Kit

In the US, 45% of people make New Year's resolutions.  The third most common goal (behind losing weight and getting organized) is spending less and saving more.  Sadly, only 8% of people will achieve this goal because they don't have an action plan to help them do it.  Although their intentions are the same as [...]

By |2019-07-10T08:20:07-06:00January 15th, 2014|LotusGroup Blog, Professionals|