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Research Library

A Balancing Act - August 2019

If you have ever seen a high wire act, most wire walkers will carry a balancing pole to help with stability.  The physics behind why this helps revolves around inertia.  If you remember back in the days of high school (for me that was a long time ago), inertia is the measure of an object’s opposition/resistance...

A Balancing Act PDF

"Pot Luck" May 2019

As a kid, I remember my parents and their neighborhood friends had a monthly pot luck dinner (or also referred to as "bring a dish dinner"). Someone in the community hosted the event, and the rest of the neighbors brought various types of salads, entrees or desserts. I used to love these dinners...

Pot Luck PDF

Saved by Zero April 2019

I am showing my age when I tell you that I grew up listening to the band The Fixx during my high school days. Songs like “Red Skies,” “One thing leads to another” and “Saved by Zero” were some of their bigger hits.

So, over the weekend I was catching up on reading, watching...

Saved By Zero PDF

Retirement Planning - Beyond the Basics March 2019

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...

Retirement Planning Beyond... PDF

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...

Connecting the Dots PDF

Does Powell Trump Trump? 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

Follow the Yellow Brick Road 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

The Year Ahead 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

Tax Harvesting 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

Volatility 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