Congratulations to our co-founder and managing partner Justin Terzo on being selected to the 2020 Forbes “Best-In-State Wealth Advisors” list1 . Justin is honored to be nationally recognized for the 3rd time by Forbes. This award recognizes the highest quality advisors around the country who have consistently proven a core competency in improving the lives of […]
https://lakest.com/wp-content/uploads/lake-street-logo.png00Amanda Halehttps://lakest.com/wp-content/uploads/lake-street-logo.pngAmanda Hale2020-03-10 13:21:002020-03-26 11:01:12Justin Terzo Recognized In 2020 Forbes “Best-In-State Wealth Advisors” List
As the chart below demonstrates, the stock market over the long term is an amazing wealth-generating machine. But the cost of reaping its benefits over the long term is staying the course through a agonizing times of worry and panic, the vast majority of which will not end up having a lasting impact. Currently the […]
Last week the coronavirus was looking more contained. Economic numbers were strong, and the market was pricing in the widespread perception that any economic impact from the virus would be offset by policy makers both at home and abroad who would act fast to provide as much stimulus as needed. All of that changed yesterday […]
https://lakest.com/wp-content/uploads/lake-street-logo.png00Amanda Halehttps://lakest.com/wp-content/uploads/lake-street-logo.pngAmanda Hale2020-02-25 15:02:002020-04-02 16:44:36Coronavirus: Fear versus Fundamentals
Stocks began the week with a 300+ point rally for the Dow index, rebounding from last weeks 2.5% decline, which was triggered by worries about the spread of the coronavirus in China and beyond. For the year so far, the major indexes are now mostly flat with Treasury yields slipping under 1.80%, from 1.92% at […]
At the beginning of the year with lots of headwinds facing stocks and the bull market entering its 11th year, not even the most optimistic market watchers would have predicted a year as strong as 2019, when nearly every asset class was up strongly. It was a sharp contrast to 2018 when nearly everything was […]
At the close on Friday the market capped off a remarkably strong week heading into the end of the year with all three major indexes around record highs, up six out of the last seven sessions. Before you pop open the champagne in celebration, though, it’s a good idea to get a little perspective by […]
https://lakest.com/wp-content/uploads/lake-street-logo.png00Amanda Halehttps://lakest.com/wp-content/uploads/lake-street-logo.pngAmanda Hale2019-12-23 12:13:002020-04-03 12:27:39Keeping Our Eye on the Ball During Record Highs
The major indexes were mostly flat for the week after recovering from a pullback earlier in the week. Perhaps the biggest development was the fact that the market, for once, was not driven by expectations about the outcome of a trade deal with China. In fact, the prospects of the trade deal looked particularly grim […]
https://lakest.com/wp-content/uploads/lake-street-logo.png00Amanda Halehttps://lakest.com/wp-content/uploads/lake-street-logo.pngAmanda Hale2019-12-09 10:17:002020-04-03 12:27:54No Trade Deal, No Problem
Despite the trade war with China heating up again unexpectedly and the market pulling back slightly last week, it is a good opportunity to stop and reflect that is has been a remarkably strong year in the market. Nearly every sector rose in the double digits and nearly every asset class has been solidly positive […]
https://lakest.com/wp-content/uploads/lake-street-logo.png00Amanda Halehttps://lakest.com/wp-content/uploads/lake-street-logo.pngAmanda Hale2019-11-25 16:22:002020-11-05 13:53:25A Lot to be Thankful For
Lake Street welcomes Rich O’Hara of Clarity Financial Group as a new member of the Lake Street Alliance. Independent advisors who join the Lake Street Alliance have access to a comprehensive support platform that enables them to do what they do best: work with their clients. Rich formed Clarity Financial Group, an independent affiliate of […]
https://lakest.com/wp-content/uploads/lake-street-logo.png00westcottadminhttps://lakest.com/wp-content/uploads/lake-street-logo.pngwestcottadmin2019-04-18 09:00:182020-03-26 11:01:55Rich O’Hara Joins the Lake Street Alliance
Lake Street is proud to congratulate Justin Terzo, one of its founding partners, on being appointed a 2018 Five Star Wealth Manager1. The award recognizes wealth managers who provide quality services to their clients. Criteria for the award include assets under management, client retention, and a thorough regulatory and complaint review. “I’m honored to be […]
https://lakest.com/wp-content/uploads/lake-street-logo.png00Amanda Halehttps://lakest.com/wp-content/uploads/lake-street-logo.pngAmanda Hale2018-12-04 13:31:002020-03-26 11:02:04Justin Terzo Wins 2018 Five Star Wealth Manager Award
Justin Terzo Recognized In 2020 Forbes “Best-In-State Wealth Advisors” List
Congratulations to our co-founder and managing partner Justin Terzo on being selected to the 2020 Forbes “Best-In-State Wealth Advisors” list1 . Justin is honored to be nationally recognized for the 3rd time by Forbes. This award recognizes the highest quality advisors around the country who have consistently proven a core competency in improving the lives of […]
Coronavirus Update: Avoiding Panic in Uncertain Times
As the chart below demonstrates, the stock market over the long term is an amazing wealth-generating machine. But the cost of reaping its benefits over the long term is staying the course through a agonizing times of worry and panic, the vast majority of which will not end up having a lasting impact. Currently the […]
Coronavirus: Fear versus Fundamentals
Last week the coronavirus was looking more contained. Economic numbers were strong, and the market was pricing in the widespread perception that any economic impact from the virus would be offset by policy makers both at home and abroad who would act fast to provide as much stimulus as needed. All of that changed yesterday […]
Coronavirus Fears Hit Market
Stocks began the week with a 300+ point rally for the Dow index, rebounding from last weeks 2.5% decline, which was triggered by worries about the spread of the coronavirus in China and beyond. For the year so far, the major indexes are now mostly flat with Treasury yields slipping under 1.80%, from 1.92% at […]
2020 Outlook: After a Remarkable Year, Fundamentals Remain Strong
At the beginning of the year with lots of headwinds facing stocks and the bull market entering its 11th year, not even the most optimistic market watchers would have predicted a year as strong as 2019, when nearly every asset class was up strongly. It was a sharp contrast to 2018 when nearly everything was […]
Keeping Our Eye on the Ball During Record Highs
At the close on Friday the market capped off a remarkably strong week heading into the end of the year with all three major indexes around record highs, up six out of the last seven sessions. Before you pop open the champagne in celebration, though, it’s a good idea to get a little perspective by […]
No Trade Deal, No Problem
The major indexes were mostly flat for the week after recovering from a pullback earlier in the week. Perhaps the biggest development was the fact that the market, for once, was not driven by expectations about the outcome of a trade deal with China. In fact, the prospects of the trade deal looked particularly grim […]
A Lot to be Thankful For
Despite the trade war with China heating up again unexpectedly and the market pulling back slightly last week, it is a good opportunity to stop and reflect that is has been a remarkably strong year in the market. Nearly every sector rose in the double digits and nearly every asset class has been solidly positive […]
Rich O’Hara Joins the Lake Street Alliance
Lake Street welcomes Rich O’Hara of Clarity Financial Group as a new member of the Lake Street Alliance. Independent advisors who join the Lake Street Alliance have access to a comprehensive support platform that enables them to do what they do best: work with their clients. Rich formed Clarity Financial Group, an independent affiliate of […]
Justin Terzo Wins 2018 Five Star Wealth Manager Award
Lake Street is proud to congratulate Justin Terzo, one of its founding partners, on being appointed a 2018 Five Star Wealth Manager1. The award recognizes wealth managers who provide quality services to their clients. Criteria for the award include assets under management, client retention, and a thorough regulatory and complaint review. “I’m honored to be […]