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Encouraging Early Read on Holiday Spending

Stocks and bonds opened higher this morning, reacting to a speech from Federal Reserve Governor Christ Waller. He suggested that...
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Slower Growth, Yes; Recession, No

Recent data show the economy is clearly slowing, but not enough to threaten recession. Whereas third quarter growth surged 4.9%...
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Rally Mode

Stocks opened lower this morning (Dow -127 points; S&P 500 -.1%). But make no mistake, the market is in rally...
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Whatever Success Is to You, Lighthouse Financial Is Here to Help You Gain It!

In the symphony of life, financial success is the melody that resonates uniquely for each individual. At Lighthouse Financial in...
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Passive Vs. Active Investing: Choosing The Right Approach For Your Portfolio

In the dynamic world of finance, the debate between passive and active investing is akin to choosing the right vessel...
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Lifestyle Planning: Aligning Your Wealth Management With Personal Values

In the bustling world of finance, where numbers and transactions often take center stage, the essence of individual values and...
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Clues from Earnings Season

The S&P 500 opened lower this morning but quickly turned around and is fighting for its 9th straight positive trading...
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Year-End Rally?

Investors have just come through a very uninspiring three-month period which saw the S&P 500 fall 10%. But since October...
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Philanthropy and Wealth Management: Giving Back to Make a Difference

At Lighthouse Financial in Brea, CA, we believe that wealth management goes beyond just numbers and financial planning. This dynamic...
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The Role of Technology in Modern Wealth Management

In today's fast-paced digital world, technology has revolutionized every aspect of our lives, and wealth management is no exception. Gone...
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