Research and Insights
(click on underlined text to download content)
Mid-Quarter Newsletter: NEW FORMAT!
August 31, 2010
In this issue:
- Q3, 2010 Mid-Quarter Market Overview: Is this time different?
- Real Talk: How to Choose the Right School for Your Children
- High Net-Worth Insights: You've made it, but can you keep it?
Quarterly Newsletter: The Volkswagon "VW" Market
July 15, 2010
Also in this issue:
- Q2, 2010 Market Overview
- Portfolio Review & Looking Ahead
Mid-Quarter Newsletter: Continued Market Choppiness in Cyclical Bull Rally
June 1, 2010
Also in this issue:
- Q2, 2010 Mid-Quarter Market Overview
- Millionaire Statistics - How Do You Stack Up?
Quarterly Newsletter: Upwards and Onwards for Recovering Investment Markets
April 15, 2010
Also in this issue:
- Q1, 2010 Market Overview
- Launch of New Client Management Software - IAS
Mid-Quarter Newsletter: A Side-Ways Choppy Market
March 1, 2010
Also in this issue:
- Q1, 2010 Mid-Quarter Market Overview
- Launch of New Website To Practice Appreciation (TRY IT NOW!): www.ThatFeltGreat.com
Quarterly Newsletter: 2009 Was A Good Year To Be A Smart Investor
January 15, 2010
Also in this issue:
- 2009 Year in Review
- 2010 Outlook
- 3 Year Anniversary for Sister-Company LotusGroup Advisors! Visit at: www.lgadvisors.com
Mid-Quarter Newsletter: Does Modern Portfolio Theory Need an Update?
December 1, 2009
Also in this issue:
- Q4, 2009 Mid-Quarter Market Overview
- Practicing the Key To Happiness: Appreciation
- Modern Portfolio Theory: What Still Works and What Needs to be Improved
Quarterly Newsletter: Market Rebound from 2008's "Hell Week"
October 15, 2009
Also in this issue:
- Q3, 2009 Quarterly Market Overview
- Client Portfolio Review
- Continuous Improvement: Client Investment Management System Enhancements
Mid-Quarter Newsletter: Every Time is Different, Yet it is Always the Same
August 31, 2009
Also in this issue:
- Q3, 2009 Mid-Quarter Market Overview
- Tribute to "Mom" Martorello (March 2, 1945 to August 15, 2009
- America the Vulnerable?
Quarterly Newsletter: Making Progress in a Volatile Market
July 15, 2009
Also in this issue:
- Q2, 2009 Quarterly Market Overview
- Client Portfolio Review
- Firm Enhancements: A Unifed Client Management Platform (Coming Soon)
Mid-Quarter Newsletter: They Don't Ring a Bell at the Bottom
June 1, 2009
Also in this issue:
- Q2, 2009 Mid-Quarter Market Overview
- Investor Pyschology: We Are More than Our Investments
- The Difference Between "Real" Returns and Benchmarks
Quarterly Newsletter: Market Volatility and Potential Bottoming
April 15, 2009
Also in this issue:
- Q1, 2009 Quarterly Market Overview
- Client Portfolio Review
- Investor Psychology: The Consumer Benefits of a Recession
Webinar: Investment Strategy Update with Raphael Martorello, Chief Investment Strategist
March 12, 2009
Questions Addressed in the Webinar:
- What is going on in the economy and investment markets today?
- How have our portfolios been performing relative to the market?
- What will the future bring for our economy and investments?
Mid-Quarter Newsletter: Markets Continue to Decline but Functioning More Normally
March 1, 2009
Also in this issue:
- Q1, 2009 Mid-Quarter Market Update
- 2008 Year-End Tax Reporting & Preparation
- MMM & LGA Philanthropy Program
Quarterly Newsletter: 2008 Review & 2009 Outlook
January 15, 2009
Also in this issue:
- 2008 Year-End Market Recap & Portfolio Review
- 2009 Potential Scenarios & Probabilities
- Advanced Tools & Techniques: Cash Flow Optimization, Mortgage Refis, and College Savings
Webinar: Investment Strategy Update with Raphael Martorello, Chief Investment Strategist
(please skip ahead 5 minutes on the video to where the discussion begins)
January 6, 2009
Questions Addressed in the Webinar:
- How did markets and client portfolios perform in 2008?
- Are we headed into the Great Depression II (We think not)?
- How are portfolios positioned for 2009?
Mid-Quarter Newsletter: This Is Not Another Great Depression
December 1, 2008
Also in this issue:
- Q4, 2008 Mid-Quarter Market Update
- Client Case Study - Taking Control of Personal Finances For Busy Professionals
- Personal Investment - Tips For Recessionary Times and Surviving Corporate Cutbacks
Quarterly Newsletter: Unprecedented Volatility & Unpredictability in Global Markets
October 15, 2008
Also in this issue:
- Q3, 2008 Quarterly Market Recap
- Client Portfolio Review
- Government Rescue Plans: Cliff Notes
Mid-Quarter Newsletter: Historical Market Impacts of Presidential Elections
September 1, 2008
Also in this issue:
- Q3, 2008 Mid-Quarter Market Update
- Investor Psychology: What's to Like About Bear Markets & Recessions
Quarterly Newsletter: Thirty Year Review of Oil Market History
July 15, 2008
Also in this issue:
- Q2, 2008 Quarterly Market Recap
- Client Portfolio Review
Mid-Quarter Newsletter: Separating the Hype from Reality
May 15, 2008
Also in this issue:
- Q2, 2008 Mid-Quarter Market Update
- Continuous Improvement: Investment Options for Clients
Quarterly Newsletter: What Does it Mean to be "Well Diversified"
April 15, 2008
Also in this issue:
- Q1, 2008 Quarterly Market Recap
- Continuous Improvement: Expanded Client Services & Offerings
Mid-Quarter Newsletter: A Continued Focus on Savings and Investment
February 15, 2008
Also in this issue:
- Q1, 2008 Mid-Quarter Market Update
- 2007 Year-End Tax Reporting & Preparation
Quarterly Newsletter: Looking Ahead to 2008
January 15, 2008
Also inside this issue:
- Q4, 2007 Quarterly Market Recap
- Continuous Improvement: New Advisors
Mid-Quarter Newsletter: "Being Safe" versus "Having Faith"
November 15, 2007
Also in this issue:
- Q4, 2007 Mid-Quarter Market Update
- Client Referral Program
Quarterly Newsletter: Financial Markets Showing Signs of Stress
October 15, 2007
Also in this issue:
- Q3, 2007 Quarterly Market Recap
- Investor Performance Summary
NEW CLIENTS
We are now accepting new clients through our sister company LotusGroup Advisors, LLC. To visit LGA's website, please click on the following link: www.lgadvisors.com