Broker Check

How We Manage Investments

At Lighthouse, our investment approach is based on the belief that capital markets reward long-term investors. By taking a long-term view of the market, we help our clients navigate short-term downturns by focusing on actions that add value. These include creating an investment plan that fits their needs and risk tolerance, structuring a portfolio based on expected returns, and diversifying globally.

10 Considerations When Investing in the Markets
What’s Your Investment IQ?

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
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Bull & Bear Markets: A Timeline

Bull & Bear Markets: A Timeline

This helpful infographic will define bull and bear markets, as well as give a historical overview.
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Mutual Funds vs. ETFs

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
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The Sequence of Returns

The Sequence of Returns

A look at how variable rates of return impact investors over time.
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