It has been several months since I was able to publish My Gut Feeling, but now I’m back. There are a few reasons as to why I was on the sidelines, as it relates to writing - but not managing money, for which I have been as active as ever. Once I partnered up with Benchmark / Kingswood, we decided to freshen up the LakeView website, which in its then-current incarnation was over eight years old; a lifetime for websites. Since LakeView is now an SEC-registered investment manager, we had to build a site that was compliant with those regulatory requirements. My hope was to be up and running by January 1, 2022, but the developer (not of my choosing) could not deliver on time. Then once the new site was shown to me and, my team, we were disappointed and sent the developer back to the drawing board. Here we are now in mid-April, and I am comfortable re-launching the website and My Gut Feeling.
Prior to being SEC-registered, I would spend a few hours writing My Gut Feeling, then post it to the LakeView site, and then finally send an email invitation to subscribers via a website by the name of Mail Chimp to read the commentary. From beginning to end, that process was about four hours. Under SEC registration, there is another step in the process. That step is having the edition of My Gut Feeling reviewed and approved by a compliance officer. That could add as little as an hour or as much as a day to the process. I am hoping it’s the former rather than the latter.
So for now, let’s consider today’s edition of My Gut Feeling to be a test of the new website and procedures. My next edition will be more substantive regarding the goings-on in the financial markets.
Disclosure: At the time of this commentary Scott Rothbort, his family and/or clients of LakeView Asset Management, LLC was not long any positions mentioned in this commentary - although positions can change at any time.
Scott Rothbort is the President & Founder of LakeView Asset Management, LLC, (LVAM), an investment advisor representative, specializing in high net worth private wealth management. LVAM is affiliated with Kingswood Wealth Advisors Services, an SEC registered investment advisor. For more information on investing with LakeView Asset Management, LLC call us at 888-9LAKEVIEW or request more information by clicking on the contact button on the top right-hand corner of the website. LakeView Management, LLC is a Nevada LLC, with its principal office located in Henderson, NV and branch office located in Millburn, NJ
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