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    Lighthouse Financial & Tax

    History of Bull & Bear Markets

    June 8, 2022 by Lighthouse Financial Tax 0
    History of Bull & Bear Markets

    Behavioral science tells us current events have a greater impact on our perception and decisions than the past. In 2022, investors are faced with extreme uncertainty given record inflation and recession fears. The stock market is pricing in that...

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    Is the US Headed for a Recession?

    May 23, 2022 by Lighthouse Financial Tax 0
    Is the US Headed for a Recession?

    After stellar economic growth in 2021, the US economy declined 1.4% in the first quarter of 2022 1. This was the first contraction of the economy since the beginning of the economic recovery in 2020. The S&P 500 is down 12.9%2 for the year...

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    Should Investors Bail on Bonds?

    May 3, 2022 by Lighthouse Financial Tax 0
    Should Investors Bail on Bonds?

    Bonds are off to a rough start in 2022. The Bloomberg US Aggregate Bond Index, the proxy for core US bonds, has declined nearly 6% in the first three months of 2022. This loss is compounded by those from 2021, when the index returned -1.5% for...

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    Russia-Ukraine War: The Crude Awakening

    March 22, 2022 by Lighthouse Financial Tax 0
    Russia-Ukraine War: The Crude Awakening

    • The Russia-Ukraine war has led to higher market volatility. However, the cost of an extended war and severe sanctions are likely to choke Russia’s small economy. • Despite a small economy, Russia has a significant contribution to global...

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    The Uncertainty of War

    March 3, 2022 by Lighthouse Financial Tax 0
    The Uncertainty of War

    The one thing that is certain when geopolitical events take hold is that uncertainty runs rife, and the one thing that investors and the markets don’t like is uncertainty. It’s during these times that market volatility picks up and emotional...

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    In Today’s Economic Market – Video Series

    February 10, 2022 by Lighthouse Financial Tax 0

    Optimizing today’s tax discount and reimbursement opportunities to perform Roth IRA conversions.

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    On the Mark – Volatility: The Painful Return to Normal

    February 8, 2022 by Lighthouse Financial Tax 0
    On the Mark – Volatility: The Painful Return to Normal

    After a stellar and unusually calm year for stocks in 2021, so far 2022 might appear almost chaotic by comparison, with markets experiencing a sharp correction in January. A quick survey of history reveals that this type of recent volatility is...

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    Multi-year Guaranteed Annuity

    February 8, 2022 by Lighthouse Financial Tax 0
    Multi-year Guaranteed Annuity

     A multi-year guaranteed annuity is a contract issued by an insurance company that offers a fixed interest rate for a specific period of time that varies depending on the contract. Unlike CDs which are guaranteed by the FDIC, the guarantees are...

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    The Hidden Risk in the Stock Market

    January 31, 2022 by Lighthouse Financial & Tax 0

    2021 delivered another stellar year in US stock markets. The S&P 500 index, a commonly used benchmark to measure the US stock market, generated 26.9% excluding dividends1. The index hit 70 new all-time highs, the second highest on record...

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    The long-awaited unwinding road begins

    November 17, 2021 by Lighthouse Financial & Tax 0
    The long-awaited unwinding road begins

    In the November Federal Reserve Open Market Committee (FOMC) meeting, Fed policymakers left interest rates near zero but also announced a plan to start winding down or ‘tapering’ its bond purchasing program . What happens now? The Fed has been...

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    Will Inflation Be Permanently Temporary?

    November 15, 2021 by Lighthouse Financial & Tax 0
    Will Inflation Be Permanently Temporary?

    Key Takeaways • Inflation remains an ongoing concern in 2021. • While inflation is higher and likely to remain elevated due to challenges created by the pandemic, a look into the structural composition and the types of inflation may provide...

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    3 Financial Developments to be Thankful for in 2020

    November 25, 2020 by smoore 0
    3 Financial Developments to be Thankful for in 2020

    This year has been a rollercoaster ride. COVID has dominated the headlines and impacted every aspect of our lives. It has shut down businesses, schools, and workplaces. It’s changed the way we interact and socialize. And of course, it has deeply...

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