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303-444-1818

370 Interlocken Blvd., Suite 525, Broomfield, CO 80021

2 N. Nevada Ave., Unit 1300, Colorado Springs, CO 80903

Lighthouse Financial LLC
Taking A Personal Interest In Your Financial Well Being
Lighthouse Financial LLC
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  • About
    • Values
    • Meet Our People
  • What We Offer
    • Investment Management
    • Retirement Planning
    • Estate Planning
    • Eldercare Planning
    • Charitable Planning
  • Sharing & Caring
  • News
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  • Contact

News

Quarterly Market Insights – April 2025

Retirement PlanningBy WordPress AdministratorApril 8, 2025

U.S. Markets Stocks fell in the first quarter as investors contended with economic uncertainty, inflationary concerns, and evolving tariff talks. The Standard & Poor’s 500 Index slid 4.59 percent, while…

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Monthly Market Insights – March 2025

Retirement PlanningBy WordPress AdministratorMarch 13, 2025

U.S. Markets Stocks stumbled in February as stubborn inflation, mixed economic signals, and an evolving trade policy weighed on investors’ minds. The Dow Jones Industrial Average declined 1.58 percent while…

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Monthly Market Insights – February 2025

Retirement PlanningBy WordPress AdministratorFebruary 13, 2025

Stocks rallied in January on upbeat Q4 corporate reports and solid economic news that quieted talk of an inflationary comeback.

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Retirement Insights – Winter 2025

Retirement PlanningBy WordPress AdministratorJanuary 21, 2025

Updated Contribution Limits for 2025 The limits for retirement and savings contributions are reviewed annually based on inflation. While these limits don’t always increase yearly, in 2025, some plans saw…

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Quarterly Market Insights – January 2025

Retirement PlanningBy WordPress AdministratorJanuary 13, 2025

Stocks posted solid gains in Q4 as investors navigated the presidential election, overseas unrest, and Fed rate cuts.

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Monthly Market Insights – December 2024

Retirement PlanningBy WordPress AdministratorDecember 11, 2024

Stocks notched solid gains in November as post-election enthusiasm and holiday shopping combined to fuel the advance.

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Monthly Market Insights – November 2024

Retirement PlanningBy WordPress AdministratorNovember 13, 2024

U.S. Markets Stocks fell in October as pre-election jitters hung over trading while solid but not spectacular Q3 corporate reports failed to buoy spirits. The Dow Jones Industrial Average fell…

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Monthly Market Insights – October 2024

Retirement PlanningBy WordPress AdministratorOctober 10, 2024

Investors welcomed the Fed’s decision regarding short-term interest rates, causing stocks to post solid gains in the third quarter.

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Monthly Market Insights – September 2024

Retirement PlanningBy WordPress AdministratorSeptember 11, 2024

Stocks notched modest gains in August, helping investors forget a volatile month of trading, punctuated by upbeat comments by Fed officials about interest rates.

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Monthly Market Insights – August 2024

Retirement PlanningBy WordPress AdministratorAugust 15, 2024

Stocks edged higher during a volatile month of trading as investors monitored economic reports about the Fed’s next move with short-term interest rates.

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The information we provide here is strictly a courtesy. When you access links leaving our website, you assume total responsibility for your online activities. Lighthouse Financial makes no representation about the accuracy or completeness of information you might find on other websites. Lighthouse is not liable for any direct or indirect technical or system issues, or any consequences stemming from your access to, or use of, third-party websites, technologies, programs or information.

All services at Lighthouse Financial are offered through Petra Financial Advisors, Inc. (“PETRA”), a Registered Investment Advisor. Information presented on this site is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed on this site.

Lighthouse Financial will maintain all applicable registration and licenses as required by the various states in which Lighthouse Financial conducts business, as applicable. Lighthouse Financial renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.

Investment and Advisory services are provided by Petra Financial Advisors, Inc., headquartered at 2 N. Nevada Ave. Suite 1300, Colorado Springs, CO 80903.

Professional Memberships

International Foundation for Retirement Education

National Federation of Independent Businesses

Kingdom Advisors

Contact Us

Lighthouse Financial, LLC
12295 Oracle Blvd.
Suite 210
Colorado Springs, CO 80921

2 N. Nevada Ave.
Unit 1300
Colorado Springs, CO 80903

  • Phone
    303-444-1818
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