Read the Lyons Wealth Management Blog for information and insight into financial planning, investments, and portfolio management.

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16 Best Stocks for Long Term Investment [Handpicked by Lyons Wealth]   
how to build wealth in your 30s
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How to Invest 100k to Make 1 Million Dollars: Your Guide to Financial Growth   
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Short-Term Stock Investment 101:
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How To Build Wealth In Your 30s   
how to build wealth in your 40s
How To Build Wealth In Your 40s   
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How To Build Wealth In Your 50s   
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How To Invest 500k   
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Is It Worth Paying a Wealth Manager
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5 Things to Consider When Hiring a Wealth Management Firm  
Covered Call Strategy
Lyons Launches Lyons CoinDesk Large Cap Select Index SMA   
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Options Income Strategies   
The BRRR Real Estate Method
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The BRRR Real Estate Method
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Covered Call Strategy   
Covered Call Strategy
Florida Financial Advisors   
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Lyons Fundamental Small Cap Value Strategy

Are you missing out on this market rally? Wall Street has seen a surge in small-cap stocks lately, with the Russell 2000 index climbing over 10.7% in the past month versus 5.5% gains in the S&P 500 and 6.1% uptick in the Nasdaq Composite. This rally coincides with cooling inflation data and hopes for Fed rate cuts in 2024.
We utilize our Fundamental Process, including our proprietary GRAPES valuation model, to screen the universe of mid, small and micro-cap companies, use the link below for more information.

Lyons Small Cap Value Fund >>

Our Award Winning Investment Strategies

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Lyons Enhanced Yield
Portfolio

Delivering consistent, reliable cash flow, Each position is fully hedged to control downside exposure, Portfolio net yield target of 12-15% annually, Fully liquid No lockup period, no capital calls

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Lyons Tactical Allocation Portfolio (SMA)

Greater long-term upside capture through sustained full market participation and full equity allocations to multi-year, continuous time periods

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Catalyst/Lyons Tactical Allocation (Mutual Fund)

The Fund's objective is to seek total return from long-term capital appreciation.

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Lyons Fundamental Small Cap Value Strategy

Targets long term growth of capital through buying undervalued small and mid cap companies with improving business prospects.

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Lyons Core Portfolio

Investing in income generating common and preferred stocks and corporate bonds with long-term holding periods intended to optimize tax efficiency

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Own a Large Stock Position

Did your advisor say sell and diversify? Keep your stock with Lyons Income Overlay. You don't have to diversify with our cusotmized solution for large concentrated stocks.

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Lyons CoinDesk Large Cap Select Index SMA

CoinDesk Large Cap Select Index (DLCS), designed to measure the market capitalization weighted performance of some of the largest and most liquid digital assets that meet pre-defined trading and custody requirements.

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