Blog

Zak Lutz here, partner and Chief Investment Officer at LifeGuide. Today, I want to share how we manage portfolios in “up and down” markets. After all, helping our clients and their families navigate market turbulence is a major part of our commitment to them! And, by having a clear understanding and plan ahead of time, […]

On Friday, April 26th and Saturday, April 27th, 2024, LifeGuide team members and clients showed up for an “Extreme Makeover” Community Impact Project at New Life Community in Carlisle. We set out with one goal in mind: To bless the socks off of NLC and those they serve. Consider this: 68% of households within a […]

Zak Lutz here, partner and Chief Investment Officer at LifeGuide. I was skiing with a friend recently and, on the ride up between runs, our conversation kept coming back to the markets. (Which I’m sure is the center of your conversations during ski outings as well!) My friend was eager to know, ”What’s driving up […]

Over the last ten holiday seasons, we’ve randomly selected and invited a small number of our clients to participate in our annual “Share the Blessing” campaign. We send these clients a $75 cash gift and ask them to think about someone they feel could use an unexpected blessing. Then, we ask that they simply give […]

Zak Lutz here, Partner and Chief Investment Officer at LifeGuide. I was talking to a client the other day about how stocks and bonds are both going down right now, making this an unusually challenging investing environment. And they asked me, “The markets seem really weird right now…why are things going down if the economy […]

As we have walked with hundreds of clients over the years, we’ve found over and over that one of the most effective ways to increase the financial peace, freedom, and impact you can experience is to cultivate a practice of generosity. It’s so important, in fact, that we specifically identify the amount of funds available […]

Today, we want to talk about something that tends to “fly under the radar” in many conversations about investing: the importance of setting proper expectations. Note: This video was originally published in our monthly client e-newsletter, Guidepost. The importance of proper expectations Today, I’d like to talk about something that seldom gets much attention when […]

Today, we want to provide a brief market update and share a story we believe has the power to change how you view your investment portfolio.  Note: This video was published in our monthly client e-newsletter, Guidepost. 2023 Q2 Market Update Both US and international stocks have recovered from their March lows when regulators […]

Over the past nine holiday seasons, we’ve randomly selected and invited a small number of our clients to participate in our annual Share the Blessing campaign. For this campaign, we send these clients a cash gift (usually around $75) and ask them to think about someone they feel could use an unexpected blessing. Then, we […]

Today, we want to unpack a question we get asked a lot this time of year: “What do you think is going to happen with the market this year?” To explore this question—and the question behind the question—is Chief Investment Officer, Zak Lutz. Take it away, Zak! Note: This video was originally published in our monthly […]

We’re excited to announce that Matt Hess, CFP®, CKA® has been promoted to LifeGuide Partner! For our clients who work with Matt, you already know how fantastic he is as an advisor. Now as an official partner of the firm, Matt will adopt even greater responsibility for driving LifeGuide’s mission forward for the long term while […]

I recently had an opportunity to lead a workshop called “God, Stuff, & Money” at my church. During this workshop, we talked at length about how money is powerful. When our relationship with money is out of alignment, it can cause stress, anxiety, pride, and jealousy. It too often leads to relational conflict. It can pull our […]

Today, we want to let you in on a secret. It’s a simple secret, but one we believe has the ability to make you a better investor overnight.  Here’s Zak to tell you all about it: Note: This video was originally published in our monthly client e-newsletter, Guidepost. The thing about pessimism I want to […]

Last month, the Central Penn Business Journal named LifeGuide Financial Advisors as one of the 2022 Best Places to Work in PA! We’re honored to be named in this distinction. At LifeGuide, we’re all about team. We take a team-based approach to financial advising and seek to create a culture and workplace where LifeGuide team members can […]

Two days. That’s how close one of our clients came to losing more than $200,000 as the victim of an elaborate, multi-month romance scam. Note: This video was originally published in our monthly client e-newsletter, Guidepost. “Hi Kirt, I’m Katie.” I recently received an email from one of our clients, Kirt (name changed for privacy), asking […]