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Lyons Wealth, CEO, Sander Read Quoted by Wall Street Journal

The Federal Reserve’s July interest-rate hike is welcome news for savers, who are seeing the best return on their money since “24” was must-see TV and Apple’s debut iPod was the hot new gadget over two decades ago.

But rates on savings accounts and certificates of deposit could start to fall before long—so it might make sense to lock in today’s rates soon.

The Fed raised short-term interest rates by 0.25% on Wednesday, the latest in a rapid series of increases that have brought rates from zero in early 2022 to a target range of 5.25% to 5.5% now. The federal-funds rate hasn’t been this high in 22 years.

However, Wall Street believes this will likely be the last rate increase for now and expects the Fed to start cutting rates early next year. That means that it could become a lot harder to find savings accounts and certificates of deposit paying the most attractive rates. “I think we’ve already broken past the peak,” says Sander Read, a financial advisor in Winter Park, Fla.

9/18/2023

Lyons Wealth, Sr. Director of Trading & Derivatives Strategies, Corey Roun Quoted by Wall Street Journal

Cryptocurrency has changed the nature of what can be considered an asset, and that’s affected estate planning, too, the process of allocating your assets to your heirs on your death. Experts say that while crypto hasn’t changed the principles of estate planning – after all, you still want to distribute your assets as you like – it has increased the complexity of the pre-planning process. “The big hurdle is there is nobody to call to recover passwords, keys, and locations of digital assets, making pre-planning more critical than ever before in estate planning,” says Corey Roun, senior director of trading and derivative strategies, Lyons Wealth Management.

9/18/2023

The 10 Best Income Plays for the Second Half of 2023

If you think you missed the stock market rally this year, think again. If income is your thing, the run may only be getting started.

Though the S&P 500 index has gained 15% this year, the rise has been driven higher by a narrow group of megacap tech stocks like Apple (ticker: AAPL), Microsoft (MSFT), and Nvidia (NVDA). Many industry groups that pay nice dividends are in the red, healthcare, electric utilities, banks, and consumer staples among them.

7/05/2023

Lyons Wealth, CEO, Sander Read Quoted by Wall Street Journal

Fed officials have hinted they are likely to raise interest rates by 0.25% on Wednesday, the latest in a 15-month-long series of hikes that has rewarded savers with the highest yields in many years. At the same time, the central bank is expected to pivot to rate cuts soon, perhaps even later this year.

That means opportunities could soon become harder for savers to find. “I don’t think rates are going to stay this high,” says Sander Read, an investment advisor in Winter Park, Fla. “I wouldn’t wait to lock them in.”

5/02/2023

Lyons Launches Lyons CoinDesk Large Cap Select Index SMA

Lyons Wealth Management, a recognized top-ranking Wealth Advisor, Asset Manager and Portfolio Manager* with a proven track record of launching multiple award-winning portfolio strategies, today announced the availability of the first large-cap crypto index on their platform.

2/07/2023

Award-Winning Wealth Advisor Confident about Clients Investing in Crypto

Lyons Wealth Management, a recognized top-ranking wealth advisor and portfolio manager* with a proven track record of launching award-winning portfolio strategies, today announced the launch of its first digit asset offering, self-directed accounts that seek to track the CoinDesk Large Cap Select Index (DLCS).

2/08/2023

Turn Portfolio Losses Into Tax Savings

Selling losing positions from taxable accounts can lower tax bills. It also gives you the chance to reposition portfolios to reduce costs or target new opportunities.

11/02/2022

Lockheed’s Stock Has Soared. One Director Scooped Up More Shares.

Lockheed Martin stock has trounced the market this year, and director John Donovan just bought some more shares of the aerospace and defense giant.

11/03/2022

Catalyst/Lyons Tactical Allocation Fund May 2023 Commentary

Fears over the debt ceiling as the June 1st deadline approached (and headlines ramped up heavily) undeservingly stole the spotlight from improving inflation expectations. A late month debt ceiling deal took a notable tail risk off the table. Though market reaction was relatively subdued, the S&P 500 broke free of its recent trading range and above the 4,200 level for the first time since August 2022, shortly after the Catalyst/Lyons Tactical Allocation Fund made a tactical shift to the safe haven asset of U.S. Treasuries. With its defensive positioning through May, the Fund declined -0.51% for the month compared with -1.37% for the benchmark Lipper Flexible Portfolio Funds Index, and -1.00% for the Morningstar Tactical Allocation peer group.

The rising longer-term trends in equity markets and consumer sentiment delivered a positive signal from our risk indicators. The Fund tactically shifted its portfolio allocation back to U.S. equities to start June after an 11 month defensive positioning that held investor capital steady. Concurrent with the allocation shift, the Fund has implemented a whipsaw hedge with options on equity market indexes intended to mitigate the risk of a potential reversal in market strength over the coming months. This hedge provided a great degree of protection for Fund investors during the COVID market crash in February-March 2020, resulting in a drawdown approximately half the degree of the broader market.

Markets have remained strong due in part to resilient economic activity in the face of high inflation. With the rate of price growth slowing meaningfully in recent months, and a resilient consumer, tail risks of a hard landing have dissipated. Downside risks do remain, with the lagged effect of Fed rate policy decisions. The Fund is positioned to grow with continued equity market strength, while also providing a buffer against large near-term declines.

Sincerely,
Matthew Ferratusco, CIPM
Portfolio Manager

6/27/2023

This Is The Best Tax Move You Can Make Right Now

The best investment at the end of a sour 2022 may be akin to lemonade. Take the biggest lemons in your individual retirement account or other tax-deferred accounts and convert them into a Roth IRA. That will reduce your tax bill down the road.

11/07/2022

Dividend-Paying Stocks Can Help Battle Inflation

Surging bond yields have been a pleasant addition to the toolbox of income investors after years of minimal fixed-income returns. But dividend stocks can offer crucial balance and additional income to a portfolio, especially in today’s environment of high inflation.

10/28/2022

It’s Rough Out There. Stick With Dividend Stocks to Stay Afloat.

Dividend stocks are poised to notch an impressive victory this year. The Dow Jones U.S. Select Dividend index is ahead 5.5%, cruising past the S&P 500 index, down 14.4% in total returns. Even more impressive, dividend stocks have left the tech-heavy Nasdaq Composite Index, down 26.7%, in the dust.

12/05/2022




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