Broker Check

Research Library

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