Blog

Note: This video was originally produced for our monthly client newsletter, Guidepost. If you haven’t heard the news yet, we’ve officially opened the doors of our newest office location in Mount Joy, PA! As more and more clients have joined us from the East Shore in recent years, we’ve been on the lookout for a […]

What’s that saying again? “The only thing certain in life is death and…?” Yep—”taxes.” And while they’re rarely anyone’s favorite topic, they are important. After all, integrated tax planning is one of the ways we make sure our clients’ Financial LifePlans reflect the full picture of their lives! So, in this article, we’ll share some […]

If you’re a Christian nearing retirement age or are currently retired, you may be wondering, “How do I tithe in retirement?” This is a great question and one worth wrestling with! Before we discuss this topic in-depth, let’s be clear: There is no one-size-fits-all “best” answer about how Christians should tithe in retirement. What makes […]

Over the last eleven 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 small cash gift (usually about $50-75) and ask them to think about someone they feel could use an unexpected blessing. Then, we ask that […]

We’ve been hearing some great questions in our meetings lately surrounding the current market conditions and the upcoming election. Let’s dive into two of these today: “The U.S. stock market is doing great…so, when will it crash? “What’s going to happen if ________ wins the election??”

Scamming is rampant right now. In fact, according to the FTC, Americans lost more than $10 billion to fraud in 2023.  And, unfortunately, once the money is gone, in most cases, it’s gone. The reality is this: Anyone can become a scam victim—even you. It’s not something that happens “out there somewhere” or to “someone […]

Zak Lutz here, partner and Chief Investment Officer at LifeGuide. Today, I want to share Part 2 of our two-part mini-series on how we manage portfolios in “up and down” markets. In Part 1, we talked about how we proactively prepare for ups and downs rather than trying to predict exactly what will happen next—primarily […]

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 […]