• 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 - 4th Quarter 2017

One of the reasons we have been stressing riding the wave in equities since this summer is the lack of enthusiasm by the individual investor. Despite last year’s extended eighth year of the impressive bull market since the bottom of the financial crisis, nearly $1T has been pulled out of the stock mutual funds by retail U.S. investors. This type of skepticism seemed to increase with many investors expecting a sell-off into the new year as investors held off selling in 2017 to reduce their tax exposure by waiting until the new year. Our thoughts are that the market seldom follows the consensus of the small investor, and combined with the momentum of tax reform, stocks should continue to rally, at least early into 2018. The new year will be challenging, but prudent investors should do well, and we see another year where stocks significantly outpace bonds. Some of our strategies and recommendations that worked out so well for us in 2017 are still likely to outperform in 2018. At this time last year, we stressed both international and commodities, as well as expecting another year of stocks easily outpacing bonds. These strategies proved beneficial last year, and we expect those areas to continue to prove rewarding...
Money Management Update Q4-17


Global & National Media Coverage

Alan B Lancz & Associates Inc - Fox Business Interview (7-14-2017)

Liz Claman, anchor of Fox Business' "Countdown To The Closing Bell" interviews Alan Lancz, President of Alan B. Lancz and Associates, Inc. and Director of Research at LanczGlobal.com, on new record highs in stocks and the opportunities in select energy and telecom now that recent speculative bargains, featured in Barron's (06/26/2017), have exceeded their buy limits.





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, 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.



Alan B. Lancz & Associates - Lancz Recommends High-Quality Stocks into Weakness(1/30/09)

LanczGlobal recommends buying high quality stocks into weakness and avoiding U.S Treasury bandwagon. Expects stocks to outperform bonds for 2009 and beyond.






Alan B. Lancz & Associates - Lancz's Recent Purchases into Panic Selling(11/28/08)

Amid panic selling, LanczGlobal initiates recommendations to take full advantage of low valuations and attractive yields of upper echelon companies.






Alan B. Lancz & Associates - Lancz's Words of Warnings(6/30/08)

LanczGlobal recommends avoiding emerging markets and financials while focusing on global leaders with solid dividends.






Alan B. Lancz & Associates - Lancz Advices Strategic Profit Taking (6/1/07)

Alan B. Lancz advises strategic profit taking and warns against chasing stocks on CNBC. The prior week on Bloomberg, Lancz stated a crash is likely if valuations continue to rise.




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.