Lighthouse Financial LLC

If you have the chance to open a Health Savings Account (HSA), you might want to take a look. An HSA is a tax-advantaged account that you can use to pay for qualified medical expenses. 

Some of the “conventional financial wisdom” circulating about retirement may need a second look because those assumptions may not prove true for everyone. Or, to put it another way, sometimes people think about retirement conveniently rather than realistically. Many people assume they will retire as they choose, purely on their terms. Is that how it […]

U.S. Markets April was a challenging month for investors as losses in mega-cap technology companies and high-valuation stocks spilled over to the broader market.  The Dow Jones Industrial Average lost 4.91 percent while the Standard & Poor’s 500 Index dropped 8.80 percent. The Nasdaq Composite fell 13.26 percent. [1] Challenging Month Stocks struggled all month […]

U.S. Markets Greater clarity on monetary policy and improved investor sentiment on the economic outlook propelled stocks to their first monthly gain of the year. The Standard & Poor’s 500 Index led, gaining 3.58 percent. The Dow Jones Industrial Average added 2.32 percent, and the Nasdaq Composite picked up 3.41 percent. (1) Rough Start, Strong […]

U.S. Markets Escalating tensions in Eastern Europe upended markets in February, sending stocks lower for the month. The Dow Jones Industrial Average dropped 3.53 percent while the Standard & Poor’s 500 Index fell 3.14 percent, and the Nasdaq Composite lost 3.43 percent. (1) Ukraine’s Influence    The buildup of Russian troops on the Ukrainian border dominated […]

Our attitudes about investing, saving, spending, and financial matters are shaped by a variety of influences, both early and later in life. These attitudes can foster some very good habits, ones that may promote smart financial choices, early investment, and the accumulation of assets. The downside is that they may also encourage unconscious biases about […]

U.S. Markets Rising yields, elevated inflation, and a hawkish-sounding Fed took turns rattling the stock market in January, with technology-heavy Nasdaq particularly hard hit.  The Dow Jones Industrial Average dropped 3.32 percent, while the Standard & Poor’s 500 Index fell 5.26 percent. The Nasdaq lost 8.98 percent.[1] Fear of the Fed   Anxiety about the Federal […]