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 […]

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 […]

Market Downward Volatility & a stock portfolio looking like…****!

The current renewed downward volatility in the world stock markets (Volatility is a nice way of my saying my stock portfolio looks like…****!) is reviving unwelcome feelings of anxiety, fear, and a sense of powerlessness. However, acting on our emotions we can end up doing more harm than good. The increase in market volatility is […]

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 […]

Luke Carey Education Quote & Affordable College: Don’t Pay Retail

Luke Carey, CFP® was recently quoted on Bankrate.com to discuss a few strategies for your college savings checkup. Please check out the link here: http://www.bankrate.com/finance/college-finance/4-strategies-for-resetting-college-savings-1.aspx We also would like to share with you an interesting take on the state of education costs and thoughts on funding from one of our Alliance of Cambridge Advisors colleagues. […]

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 […]

Low interest rates

Refinance your mortgage to the lowest fixed rate possible for your situation. Remember you can’t time the market. Savings accounts, money markets and bonds are for liquidity. These holdings over the long term lower your portfolio’s standard deviation and allow you to stay fully invested in equities. From the Warren Buffett annual newsletter – More […]

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 […]

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 […]

Market Downward Volatility & a stock portfolio looking like…****!

The current renewed downward volatility in the world stock markets (Volatility is a nice way of my saying my stock portfolio looks like…****!) is reviving unwelcome feelings of anxiety, fear, and a sense of powerlessness. However, acting on our emotions we can end up doing more harm than good. The increase in market volatility is […]

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 […]

Luke Carey Education Quote & Affordable College: Don’t Pay Retail

Luke Carey, CFP® was recently quoted on Bankrate.com to discuss a few strategies for your college savings checkup. Please check out the link here: http://www.bankrate.com/finance/college-finance/4-strategies-for-resetting-college-savings-1.aspx We also would like to share with you an interesting take on the state of education costs and thoughts on funding from one of our Alliance of Cambridge Advisors colleagues. […]

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 […]

Low interest rates

Refinance your mortgage to the lowest fixed rate possible for your situation. Remember you can’t time the market. Savings accounts, money markets and bonds are for liquidity. These holdings over the long term lower your portfolio’s standard deviation and allow you to stay fully invested in equities. From the Warren Buffett annual newsletter – More […]

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