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Research Library

Retirement Planning - Beyond the Basics

There must be over 1000 posts or articles per year on common mistakes investors make before retirement. A good retirement checklist is about a dime a dozen and, unfortunately, often falls on...

Connecting the Dots March 2019

The Federal Reserve said on Wednesday that the US economy was slowing more than previously forecasted, and the economy in 2019 was well below economist estimates. At the end of the meeting, they left rates unchanged and signed through their “Dot Plot” with very little appetite for raising them again soon...

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February 2019

The US equity markets have had a strong early part of the year even though most Q4 2018 and early Q1 2019 economic numbers have not followed suit. The bulls on Wall Street would say the economic numbers don’t matter because an easy Fed trumps the fundamentals. That may turn out to be correct, but in my opinion, it is too early to tell...


Does Powell Trump Trump? PDF

February 2019

The US equity markets have had a strong early part of the year even though most Q4 2018 and early Q1 2019 economic numbers have not followed suit. The bulls on Wall Street would say the economic numbers don’t matter...


Follow the Yellow Brick Road PDF

January 2019

In 2018, the markets watched daily economic, political and inflation news that saw volatility return to global investing.  In 2019, investors should expect more of the same, as the markets watch Central Bankers dance between growth (or lack of), inflation and trying to prepare for the next economic downturn...


The Year Ahead PDF

December 2018

Investing Essentials - Tax Harvesting

As 2018 draws to a close, many of our Lakeview clients will be reviewing their portfolios with their advisors and positioning them for the future. In addition to rebalancing allocations, reviewing...


Tax Harvesting PDF

November 2018

Opportunities to use volatility are likely to rise in the years to come. 

Greed and fear have driven human behavior since the beginning of time. This irrational behavior in markets and investing creates volatility, which this paper will...


Volatility PDF