The Next Recession and What We Can Learn from the Tour de France

For the second year in a row I am a daily listener to Lance Armstrong’s podcast covering the 2018 Tour de France. As a race, the Tour’s terrain is always full of variety: flat stages, mountainous stages, and even stages with miles of cobblestones. As someone who has...

All 529s Are Not Created Equal

At Lighthouse Financial Advisors, we strive to educate our clients that the location of their assets is often just as important as the funds they invest in – this rule is no exception when it comes to utilizing 529 plans. While most investment companies have faced an...

How Much Are You Really Paying for Your Investments?

In a recent Wall Street Journal article (linked HERE), Andrea Fuller recounts her experience of searching for the fees that she is paying for her financial advisor and investments – the advisor is an employee of one of the largest financial advisory companies. What...