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Mike’s Market Review Video – October 2024
Mike's Market Review Video - October 2024 https://youtu.be/QoK9VjQW9P4
How to Maximize Your Charitable Contributions for Tax Efficiency
Charitable giving is not only a way to support causes you care about but can also be a powerful financial...
Tips for Preparing Heirs for Inherited Wealth and Responsibilities
Inheriting wealth can be a double-edged sword. While it may provide financial security, it also carries the burden of responsibility....
How to Prepare for the End of the Year
As the year comes to a close, it’s a perfect time to reflect on your financial health and make sure...
Common Tax Preparation Mistakes to Avoid
Tax season can be daunting, but with the right guidance, it doesn't have to be. At Lighthouse Financial Services, we...
Watch The Fund Flows
Stocks are modestly higher this morning (Dow +36 points; S&P 500 +.2%; Nasdaq +.5%). Whereas many traders said the Fed...
Mr. Powell’s Pivot, And The Promise Of A Soft Landing
The S&P 500 and Dow rallied to all-time highs this morning in response to yesterday’s interest rate cut by the...
The Importance of Regularly Reviewing and Rebalancing Your Investment Portfolio
At Lighthouse Financial in Brea, CA, we understand that effective portfolio management is essential to realizing your investment goals. One...
Understanding Tax Deductions
At Lighthouse Financial in Brea, CA, we believe that understanding tax deductions is essential for effective tax strategy and preparation....
International Wealth Management: Expanding Your Financial Reach
At Lighthouse Financial, located in Brea, CA, we recognize that in today’s global economy, managing wealth extends beyond local investments....
How To Manage Your Wealth
At Lighthouse Financial, located in Brea, CA, we understand that managing your wealth is not just about investments—it's about creating...
Inflation Continues to Fall
Stocks sank at the open but quickly turned around. Currently, the Dow is down 170 points and the S&P is...
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