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    • About Us
      • Lighthouse Financial & Tax
      • James D. Kersey
    • Our Services
      • Estate Planning
        • Charitable Giving
        • Estate Planning
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        • Trusts
      • Financial Planning
        • Asset Protection
        • Life Insurance
        • Fixed Indexed Annuities
        • Wealth Accumulation
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        • IRA Legacy Planning
        • IRA & 401(k) Assets
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        • Retirement Income Strategies
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      • Tax Planning
        • Business Owners
        • Tax Reduction Strategies
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    Tag: investing

    HomeAll EventsTag: investing

    Investing in Today’s Market – Educational Workshops

    Started July 24, 2019 0
    Investing in Today’s Market – Educational Workshops

    Investing in Today’s Market • What are old investment habits I should be aware of? • Am I taking advantage of the best investments for my portfolio? • What are risky verses safe investments? • Is timing the market possible? • How do I...

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    Mixed Signals on the Economy from Stocks and Bonds

    April 26, 2019 by Lighthouse Financial & Tax 0
    Mixed Signals on the Economy from Stocks and Bonds

    Mixed Signals on the Economy from Stocks and Bonds The stock market kicked off 2019 with a bang as investor confidence in the U.S. economy rose, due to an accommodative fed, higher corporate earnings and a truce on the trade war with China. At...

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    Tariffs Schmariffs?

    September 21, 2018 by Lighthouse Financial & Tax 0
    Tariffs Schmariffs?

    Tariffs Schmariffs? Once again tariffs and trade wars dominated the headlines. This week, the trade war between the United States and China escalated with the imposition of additional tariffs on more than $260 billion of goods. The domestic...

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    Time for a Portfolio Tune-Up

    May 14, 2018 by Lighthouse Financial Tax 0
    Time for a Portfolio Tune-Up

    Time for a Portfolio Tune-Up Synopsis: Everything in life that surrounds you requires maintenance. This includes your home, your car, your health, and even your investment portfolio. This week, we discuss one such form of financial tune-up called...

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    Why is everyone talking about the 10-year treasury

    May 3, 2018 by Lighthouse Financial Tax 0
    Why is everyone talking about the 10-year treasury

    Why is Everyone Talking About the 10-year Treasury Synopsis: The headline this week centered on the 10-year U.S. Treasury yield, which rose slightly above 3% intraday for the first time since January 2014. The 10-year U.S. Treasury is a yard...

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    Three Strategies to Handle Market Volatility

    April 26, 2018 by Lighthouse Financial Tax 0
    Three Strategies to Handle Market Volatility

    Three Strategies to Handle Market Volatility Synopsis: Stocks have risen steadily for nearly a decade. History tells us that stock market declines are inevitable part of investing. The good news is the corrections and bear markets don’t...

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    Should We Worry About Inflation?

    March 2, 2018 by Lighthouse Financial Tax 0
    Should We Worry About Inflation?

    Should We Worry About Inflation? Synopsis: The market sold off in February on concerns that the strong economy may overheat, inflation may spike, and the Federal Reserve (Fed) may then raise interest rates more aggressively to try and combat...

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    The Largest Drop in History!

    February 16, 2018 by Lighthouse Financial Tax 0
    The Largest Drop in History!

    The Largest Drop in History! Synopsis: The Dow is one of the most popular stock market indices used by the media Recent volatility can be used to highlight the inherit flaws within the Dow The financial media represents for-profit institutions...

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    Is the Party Over?

    February 9, 2018 by Lighthouse Financial Tax 0
    Is the Party Over?

    Is the Party Over? Synopsis: Equity market volatility was practically nonexistent last year It returned this week with a vengeance, and investors are justifiably worried Concerns over a market correction and/or recession are mounting Read more...

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    Has the Easy Money Been Made?

    February 5, 2018 by Lighthouse Financial Tax 0
    Has the Easy Money Been Made?

    Has the Easy Money Been Made? Synopsis: Articles online question if the ‘easy money’ has been made in the stock market These stories have been around for several years and provide little value There is nothing easy about investing in...

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    Assets vs. Investments

    October 30, 2017 by Lighthouse Financial Tax 0
    Assets vs. Investments
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    How Will Tax Reform Impact The Economy?

    September 29, 2017 by Lighthouse Financial Tax 0
    How Will Tax Reform Impact The Economy?
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