August 1, 2023 | Impact
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 […]
August 1, 2023 | Impact
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 […]
June 28, 2023 | GuidePost
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 […]
April 26, 2023 | GuidePost
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 […]
February 27, 2023 | Impact
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 […]
February 1, 2023 | GuidePost
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 […]
January 15, 2023 | News
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 […]
November 30, 2022 | Impact
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 […]
October 31, 2022 | Field Guide
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 […]
October 12, 2022 | News
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 […]
October 4, 2022 | Field Guide
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 […]
August 12, 2022 | Impact
At LifeGuide, we help our clients make an eternal impact with their finances. Like Jesus says in Matthew 16:26, “What good will it be for someone to gain the whole world, yet forfeit their soul?” We believe we are not owners of our wealth, but rather stewards; stewards called to live intentionally and generously. Did you know that, […]
June 28, 2022 | Investing
“The market is the most efficient mechanism anywhere in the world for transferring wealth from impatient people to patient people.” — Warren Buffett Note: This video was originally published in our monthly client e-newsletter, Guidepost. The bond, stock, and real estate markets are still reacting to inflation, recession, and interest rate hike concerns. The market […]
May 15, 2022 | News
If you’re looking for us on social media (i.e. Facebook), you’ll still find our profiles. However, we won’t be actively posting for the time being. While we haven’t been active on our social media platforms for a while at this point, we thought it might be helpful to provide context around this decision rather than […]
February 28, 2022 | Investing
Note: This post was adapted from a recent edition of our monthly client e-newsletter, Guidepost. Given the current events in Ukraine, LifeGuide’s Chief Investment Office, Zak Lutz, sits down to share our thoughts and perspective on what we’re seeing with the stock market. First and foremost, we pray for peace, comfort, and protection for all those […]
February 15, 2022 | Impact
Over the past eight 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 randomly selected number of our clients a cash gift (usually between $50–75) and ask them to think about someone they feel could use […]