Entries by Amanda Roque

ON THE STREET MONTHLY – INVESTORS FLOCK TO STOCKS PUSHING OTHER ASSET CLASSES TO RECORD VALUATIONS

August continues the trend of all-time highs for the equity markets, which is boosting confidence in derivatives, cryptocurrencies, and other alternative investments. The combination of strong consumer demand, impressive Q2 quarterly earnings, and economic optimism pushed the Dow Jones, Nasdaq, and S&P 500 to record highs, thanks in large part to outperformance by many financial […]

LAKE STREET WELCOMES ANUJ GROVER

Anuj brings deep industry knowledge to the group having served in many facets of asset and wealth management the past 20 years; the last eight with Wells Fargo.  “We continue to see the most talented advisors leaving the wirehouses for independence.  Carrying the label of a fiduciary and operating in an environment without conflicts of […]

Join Our Growing Team!

Position: Tax Manager Job Description: Lake Street is looking for an experienced tax professional with an entrepreneurial spirit to help launch “Lake Street Tax & Family Office Services” to complement our rapidly growing wealth management business. Lake Street is approaching $1 billion in client assets under management, representing 400 households across 37 states. This individual […]

ON THE STREET MONTHLY – BIDEN PROPOSES A NEW BUDGET

President Joe Biden announced his plans for a $6 trillion US budget in the coming year. This would represent a one-third boost to federal spending compared to pre-coronavirus levels, and would be the highest sustained federal spending level since World War II. His plan is also expected to raise government spending to $8.2 trillion by […]