Dropping Mortgage Rates – Should I Refi?

      "Should I refinance my house right now....is it worth the effort?" With rates at historic lows, this is the most common question our advising team is currently receiving. Having an advisor in your court is important to help you sort through the many variables of refinancing your home. As with all large [...]

By |2020-08-31T20:31:10-06:00August 31st, 2020|Investment Strategy|

Steady Hands Required (A Half Year of Volatility)

  Only halfway through 2020 and it is already a year to remember (or maybe we will try to forget)! TV's and web browsers are continuously bombarding us with "Breaking News" flashing ominously on the screen. It's safe to say not many could have predicted this year's events, from the coronavirus pandemic to social justice [...]

By |2020-07-14T21:51:39-06:00July 14th, 2020|Investment Strategy|

Traditional Private Equity vs. Asset-Backed Investments (and Quick Public Market Update w/ Coronavirus Impacts)

    We typically write-up a full investment market and portfolio update at the end of each quarter, with a more interest-related post at the mid-quarter mark. For this mid-quarter post, our Alternative Asset Manager, Louis Frank, has written up an interesting piece on the difference between private equity and private asset-backed investments. However, given [...]

By |2020-02-28T13:32:54-07:00February 28th, 2020|Investment Strategy|

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 [...]

By |2020-09-15T21:42:34-06:00January 13th, 2020|Investment Strategy|

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 [...]

By |2020-09-15T21:33:27-06:00November 29th, 2019|Investment Strategy|

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 [...]

By |2020-09-15T21:25:39-06:00October 14th, 2019|Investment Strategy|

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 [...]

By |2020-09-15T21:13:35-06:00September 1st, 2019|Investment Strategy, Lotus Club|

Keeping Things in Perspective: Q1 Market Review

Public Market Update Global stocks rebounded following a significant correction in the fourth quarter of 2018. Q2 was a reminder that market volatility is a very real factor with US equities up 14%, International equities up 10%, and Bonds rallying as well. As we had discussed in our posts last year, the correction in Q4 [...]

By |2020-09-15T20:35:30-06:00April 15th, 2019|Investment Strategy|

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 [...]

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 [...]

By |2020-09-15T20:27:28-06:00January 14th, 2019|Investment Strategy, Lotus Club|