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Mike’s Market Review Video – October 2024

Mike's Market Review Video - October 2024 https://youtu.be/QoK9VjQW9P4
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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...
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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....
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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...
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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...
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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...
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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...
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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...
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Understanding Tax Deductions

At Lighthouse Financial in Brea, CA, we believe that understanding tax deductions is essential for effective tax strategy and preparation....
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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....
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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...
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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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