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Alan Stevens

Alan Stevens is Portfolio Manager for Catalyst/Lyons Tactical Allocation Fund (CLTAX) and is Co-Portfolio Manager for Catalyst/Lyons Hedged Premium Return Fund (CLPAX). He serves as Managing Director of Research and Portfolio Management at Lyons Wealth Management LLC and holds a MBA from Harvard Business School and a BA from Lake Forest College.
We are coming to the end of the holiday season and the end of 2014, which for many means it is time to rebalance portfolios and think about updating stock holdings. My advice is to buy
My inbox is choked with articles assuring me “Why Uber’s $40 billion value is justified.” Six months ago the same articles justified an $18B value, and it’s been barely a