Entries by Donna

Received from a Client…….

Christmas/Hanukkah  2011 — Birth of a New Tradition As the holidays approach, the giant foreign factories are kicking into high gear to provide Americans with monstrous piles of cheaply produced goods –merchandise that has been produced at the expense of American labor. This year can be different. This year Americans will give the gift of […]


This story is about Allegra, daughter of clients Tanya & Frederick. A few months ago Allegra joined the Peace Corps and is currently living and helping in Malawi, Africa. Allegra’s strength, courage and adventurous spirit is an inspiration to us. Please follow the link below to Allegra’s personal blog to read about her experiences. Please […]

Newsletters & Articles

PDF’s & Newsletters Here you can view our latest newsletters. Click to download and view. 2011 Financial Focus Newsletters PDF – Winter 2011 PDF – Fall 2011 PDF – Summer 2011 PDF – Spring 2011 2010 Financial Focus Newsletters PDF – Winter 2010 PDF – Summer 2010 PDF – Spring 2010 2009 Financial Focus Newsletters […]

8th Annual Client Appreciate Day

We held our 8th Annual Lighthouse Financial Advisors’ Client Appreciation Day at Monmouth Park Racetrack this past Sunday (Sept. 11th). We would like to take this opportunity to thank everyone who joined us. The day was a great success and we enjoyed spending the day with those who were able to attend. If you couldn’t […]

National Lighthouse Day – August 7th

National Lighthouse Day honors and commemorates the beacon of light that symbolizes safety and security for boats at sea. We are thankful for the guidance offered by all Lighthouses to help us find our way safely through storms, fog, and rocky shores leading us safely to our home port. We hope the clients and friends […]

The Investment Answer

As a reminder to anyone who has not already read “The Investment Answer”, we highly recommend you take the time to read it. The book is a great read and gives tremendous insight into our investment philosophy. If you would like a copy please call the office and we will make sure you get a […]

Debt Ceiling Impact; Our Thoughts

We are sure that you have been following with concern, the political drama and folly unfolding in Washington around the issue of raising our nation’s debt ceiling. At this moment it is not clear when or what the final resolution will be, but the negotiations will be staged daily to highlight the drama. Markets and […]

Lack of Retirement Funds Is Americans’ Biggest Financial Worry

In an interesting article posted on “Gallup”, concerns about being able to maintain a certain standard of living are addressed. Please follow the link below to read this article.  If you have concerns about your retirement and/or would like to speak with us about this, please contact us to schedule an appointment.  It is never too […]