• Alan B. Lancz & Associates, Inc. is a nationally recognized investment advisory firm that custom designs personalized portfolios for each client’s specific goals, objectives and risk tolerance.
  • ABL Asset Allocation utilizes a more active asset allocation methodology rather than the typical passive rebalancing approach. Same risk adverse, low cost strategy as our Money Management, with a focus on risk management..
  • LanczGlobal, LLC is an independent research entity that offers daily proprietary insights and reports on an exclusive basis to institutions, individuals and non-profits via LanczGlobal.com.

Money Management Update - 3rd Quarter 2014

We expected 2014 to reward some of the select areas that had underperformed, and at the same time warned about some of the high flying areas that had done so well. The first half of this year the markets went nearly straight up and in our 2nd quarter report we stressed that volatility in “both directions” would be experienced. “The balance of this year should see an end to the record stagnant market. Volatility has been a thing of the past of late, as we have not seen such low intraday volatility in nearly 25 years. The markets are heading to a precipice that will end in some extreme swings within the next few quarters. This could actually...
Money Management Update Q3-14


Global & National Media Coverage

Alan B Lancz & Associates Inc - Squak on the Street (3-4-2014)

Alan B. Lancz & Associates, Inc. discusses the firm’s research; the momentum stocks should be sold as too many investors are jumping on the bandwagon. At the same time use weakness to buy select undervalued value stocks with strong balance sheets and growing dividends.





Alan B Lancz & Associates Inc - Kelly Evans - CNBC (12-26-2013)

CNBC's Kelly Evans interviews Alan B. Lancz into an incredible year end equity rally. Advice is to take profits into strengths as much of these gains are taken from 2014's potential. Discusses company favorites for 2014 of the best buy's dramatic turnaround.







Alan B. Lancz - FOX Business (12/20/2013)

David Asman of FOX Business interviews Alan B. Lancz, President of Alan B. Lancz & Associates, Inc. on the firm’s latest strategies after a record year in 2013.







Alan B Lancz & Associates Inc - Kelly Evans - CNBC (10-01-2013)

CNBC’s Kelly Evans asks Director of Research Alan B. Lancz about market sell off with the latest government dysfunction. Alan B. Lancz Associates, Inc. is utilizing ceiling concerns and government shutdown talk to buy stocks into this sell off, rather than selling.







Alan B Lancz & Associates - Interview with Fox's David Asman (8-30-2013)

Live from New York, David Asman asked Alan B. Lancz about the firm’s recent purchases of select longer term high yielding investments now that 10 year Treasury yields have jumped from 1.66 to over 3%. Select oppritunities on high income investments now that investors have sold off bonds.







Alan B. Lancz & Associates - Lancz Live from London (7/12/2010)

Live from London, Alan B. Lancz is asked to spend an hour on Worldwide Exchange with CNBC’s Guy Johnson covering the latest insights on BP, World Cup, and European Bank Stress Tests, British Petroleum's oil spill and the economic recovery of the U.S.







Alan B. Lancz & Associates - Lancz Comments on Record Market Volatility (5/7/10)

CNBC asked Alan B. Lancz to join Squawk on the Street’s Mark Haines live from the New York Stock Exchange the morning after the “Flash Crash”. Here are the firm’s latest thoughts during such unprecedented intraday volatility.





The information discussed in these videos are for informational purposes only and and is not intended, and shall not constitute, a solicitation or offering of any of the investments mentioned therein. Always remember that past performance is no guarantee of future returns.