Helpful Insights On Wealth Management

Show All
  • Show All
  • Blog
  • Financial Planning
  • Market Updates
  • Retirement Planning
  • Choosing The Right Firm
  • Investment Management
  • Market Review Videos
  • Tax Planning

Supply Constraints Impact Market Performance

Major stock market averages opened slightly lower this morning. At the moment, the Dow is down 78 points, and the...
Read More about Supply Constraints Impact Market Performance

REVISITING THE INTEREST RATE DEBATE

Stocks surged forward at the open (Dow +430 pts; SPX +1%). Sectors up more than 1% in early trading include...
Read More about REVISITING THE INTEREST RATE DEBATE

STOCKS OVERCOME DELTA VARIANT JITTERS

Stocks opened a bit higher this morning after retreating yesterday. At the moment, the Dow is up 65 points and...
Read More about STOCKS OVERCOME DELTA VARIANT JITTERS

JOBS REPORT CHEERS STOCK MARKET

US stocks opened higher again today (Dow +104 pts; SPX +.45%; Nasdaq +.5%) marking a seven-day rally to fresh highs....
Read More about JOBS REPORT CHEERS STOCK MARKET

FIRST HALF IN THE BOOKS

The stock market opened the second half of 2021 with modest gains. At the moment, the Dow is up 72...
Read More about FIRST HALF IN THE BOOKS

5 Questions to Ask When Choosing a Financial Advisor

Selecting a financial advisor can be a daunting task.  Individuals have the temptation of narrowing their decision making based on...
Read More about 5 Questions to Ask When Choosing a Financial Advisor

Financial Planning: Helping You See The Big Picture

Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the...
Read More about Financial Planning: Helping You See The Big Picture

TOP 4 RETIREMENT MISTAKES

In the late 1970s, Congress passed the Revenue Act of 1978 which created section 401(k) of Internal Revenue Code which...
Read More about TOP 4 RETIREMENT MISTAKES

Who We Are

https://youtu.be/_DT56fFxRBk Highlights: We are laser focused on clients. Our goal is to wrap our arms around a client’s entire financial...
Read More about Who We Are

Transactional thinking put client into a negotiating stance instead of a partnership.

https://youtu.be/ePf4dLSVrEo Highlights: Let’s talk about money.  Let’s talk about acquiring wealth. Transactional thinking may erode wealth over time. Insurance agents...
Read More about Transactional thinking put client into a negotiating stance instead of a partnership.

All Financial Advisors should have a strong decision-making framework in place.

https://youtu.be/EIpyUzWd1hg Highlights: Lighthouse Financial consistently seeks to provide tools and resources that serve clients. When it comes to constructing portfolios,...
Read More about All Financial Advisors should have a strong decision-making framework in place.

Financial Services Fees at Lighthouse Financial are transparent, simple, and fair.

https://youtu.be/77mKI9JswBg Highlights: It’s important to know how your advisor gets paid. Fees are not always as transparent in the financial...
Read More about Financial Services Fees at Lighthouse Financial are transparent, simple, and fair.

Get In Touch

Contact our team of professionals today.

ADDRESS

3070 Saturn Street, Suite 101. Brea, CA 92821

PHONE

Contact Us