The Lam Group Newsletter is an
overview of our thoughts on current market conditions, and general
portfolio management philosophies and strategies for taxable
investors. While we are writing about the asset allocation
strategies and general investment philosophies we use for our own
clients' portfolios, it is important to realize that different
investors have different risk profiles and investment goals. That being
said, the newsletter focuses on the general challenges facing
taxable investors and the issues they should be concerned with in
their own personal investment portfolios. The concepts and ideas in
this newsletter are meant for taxable investors regardless of portfolio
The ideas discussed in The Lam Group Newsletter are
asset allocation and investment strategies similar to those we employ
in our clients' portfolios.
Nelson J. Lam
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Lam Group, Inc.
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Opinions and views expressed in
this Newsletter and on the www.thelamgroup.com website are solely those
of the author and are subject to change based on market and other
conditions. These materials, including the mention of individual
securities and mutual funds, are provided for informational purposes
only and should not be used or construed as a recommendation or
solicitation to buy or sell any security, fund or sector. Neither The
Lam Group, Inc. nor any of its data or content providers (such as
Morningstar and Dimensional Fund Advisors) shall be liable for any
errors in the content, or for any actions taken in reliance thereon.
All data provided by The Lam Group, Inc. is based solely upon research
information provided by third parties. The Lam Group, Inc. has not
reviewed, and in no way endorses the validity of such data. The Lam
Group, Inc. shall not be liable for any actions taken in reliance
thereon. Past Performance is no guarantee of future results.