Investment Strategy

The Hedge Fund Life Cycle and Why It Matters
The Hedge Fund Life Cycle and Why It Matters

Growing up, one of our family traditions was to order two plain cheese pies every Tuesday from a local pizzeria. The restaurant ran a “buy one,...

Planning for a Liquidity Event
Planning for a Liquidity Event

If you are in the enviable position of having years of hard work pay off with an upcoming liquidity event, there is a lot to prepare for before...

The 2020 Election is Coming: What Should I Do?
The 2020 Election is Coming: What Should I Do?

As the election nears, many investors are attempting to predict how the market will react to a Trump or Biden victory. The two candidates have...

Sampling of our Favorite Investment Books
Sampling of our Favorite Investment Books

Summer is in full swing, so we thought we would share some investment-related books that have helped form the foundation of Lake Street’s...

May 2020 Markets Review
May 2020 Markets Review

Markets have continued to rally off the recent lows. The nearly 11-year bull market came to an abrupt end in February, as market participants sold...

Advice in the Age of Pandemic
Advice in the Age of Pandemic

The world is experiencing a public health and economic crisis unlike any other in modern times. We are in uncharted territory. While the COVID-19...

How Families Can Engage With Their Philanthropic Strategy
How Families Can Engage With Their Philanthropic Strategy

Philanthropic Families Should Approach Giving as They Do Their Investment Portfolios: Intentionally and Strategically Whether through private...

What High Net Worth Investors Need from a Financial Advisor
What High Net Worth Investors Need from a Financial Advisor

How to Pick a Financial Advisor who is Best Suited at Managing Your Wealth Selecting a financial advisor can be a difficult and stressful process....

How The Wealthy Stay Wealthy: A High Net Worth Investing Primer
How The Wealthy Stay Wealthy: A High Net Worth Investing Primer

5 Important Considerations for Preserving and Growing Your Wealth How high net worth individuals come into their wealth is one thing; how they...

What to Look for in an Investment Advisor
What to Look for in an Investment Advisor

Know You’re Working With a Wealth Advisory Firm You Can Trust The world of wealth management is complex, and there are typically several firms...

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