Lyons News & Events


Our Exclusive Insights for Investors Like You

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.

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).

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.

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.

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.

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.

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.

Our Investment Strategies

...
Lyons Enhanced Yield
Portfolio

Delivering consistent, reliable cash flow, Each position is fully hedged to control downside exposure, Portfolio net yield target of 12-15% annually, Fully liquid No lockup period, no capital calls

View this Strategy >>
...
Lyons Tactical Allocation
Portfolio (SMA)

Greater long-term upside capture through sustained full market participation and full equity allocations to multi-year, continuous time periods

View this Strategy >>
...
Lyons Tactical Allocation
Portfolio (Mutual Fund)

Catalyst/Lyons Tactical Allocation Fund

The Fund’s objective is to seek total return from long-term capital appreciation and current income.

View this Strategy >>
...
Own a Large Stock Position

Did your advisor say sell and diversify? Keep your stock with Lyons Income Overlay. You don't have to diversify with our cusotmized solution for large concentrated stocks.

View this Strategy >>
...
Cryto Index Fund

Did your advisor say sell and diversity? Keep your stock with Lyons Income Overlay. You don't have to diversity with our cusotmized solutyion for large concentrated stocks.

View this Strategy >>