National Media Coverage
"Word on the Street" with Mark Haines & Erin Burnett
On April 7, 2008 Mr. Lancz comments that those investors that bought on dips in the first quarter will look good 6-12 months down the road. Watch video
CNBC's Closing Bell with Maria Bartiromo
On March 26, 2008 Mr. Lancz is finding select opportunities in technology now that valuations are down so much. Watch video
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Protecting Your Nest Egg in a Recession
Alan Lancz is president of Alan B. Lancz & Associates Inc., a professional money management
firm in Toledo, Ohio. Lancz says one of the key factors in a successful portfolio in any type of economy is managing risk. He also has taken the unusual
step of fully disclosing to his clients, on a real-time basis, the holdings in his personal and retirement portfolios, and his company's corporate holdings.
It's important to be strategically in the right areas or sectors of the market. In May 2007, we recommended selling the real estate investment trusts (REITs), utilities and financials.
The financials comprise more than 20 percent of the S&P 500. If you look back at 2000, technology was over 20 percent, and whenever you get a sector that comprises so much of the
market it's usually a concern, a red flag should go up to investors.
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Reprinted from Yahoo Finance (11/7/07)
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