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We are developing our procedures as Cumberland County moves into the yellow phase of state reopening. Learn more »

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Updates as we move into PA’s yellow phase of reopening

Posted 5/19/20 —  As Cumberland County moves into the yellow phase of state reopening this week, we wanted to take a moment to share what this will look like for us. First and foremost, we are committed to your safety. While we’re looking forward to being able to meet with you in person again, the […]

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2018 Share the Blessing Stories | 3 of 5

For the fifth year in a row, LifeGuide’s “Share the Blessing” campaign was a great success! We want to thank all those who partnered with us to bless our local community in this unique way.   Over the next five weeks, we will be sharing the touching stories from this year’s campaign.  We were inspired and […]

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2018 Share the Blessing Stories | 2 of 5

For the fifth year in a row, LifeGuide’s “Share the Blessing” campaign was a great success! We want to thank all those who partnered with us to bless our local community in this unique way.   Over the next five weeks, we will be sharing the touching stories from this year’s campaign.  We were inspired and […]

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2018 Share the Blessing Stories | 1 of 5

For the fifth year in a row, LifeGuide’s “Share the Blessing” campaign was a great success! We want to thank all those who partnered with us to bless our local community in this unique way.   Over the next five weeks, we will be sharing the touching stories from this year’s campaign.  We were inspired and […]

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2018 SHARE THE BLESSING SHORT STORIES

For the fifth year in a row, LifeGuide’s “Share the Blessing” campaign was a great success! We would like to thank those who participated and shared their stories with us; we were very encouraged by them. As a reminder, at Christmas (2018) we sent $75 to 120 of our clients and asked that they give […]

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LifeGuide Welcomes Baby Adelaide Hess

Join with us as we congratulate Matt Hess, one of LifeGuide’s lead financial advisors, and his wife, Hannah, on the safe and healthy delivery of their new baby girl, Adelaide Rose! After a longer-than-expected pregnancy, Adelaide arrived on November 20th at 1:30 am. She is beautiful!

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Q3 Perspective: The Discipline of Diversity

We hope that you are enjoying this Fall season. The holidays are right around the corner!  Please find below our update on the markets and a discussion about two important investing principles. STRONG MARKET PERFORMANCE CONTINUES – AT LEAST FOR U.S. STOCKS A strong third quarter for US stocks has added to solid performance numbers […]

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Job Posting: Digital Evangelist & Client Amazement Specialist

We are looking for a great person to join the LifeGuide team. Fun job!! You don’t need to know finance. You need to sincerely enjoy people, have the gift of hospitality/service, be able to manage details and be extremely comfortable with technology/social media. Digital Evangelist & Client Amazement Specialist LifeGuide exists to help our clients […]

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“Share the Blessing” Stories

For the fourth year in a row, LifeGuide’s “Share the Blessing” campaign was a great success! We would like to thank those who participated and shared their story with us; it was great encouragement. As a reminder, at Christmas (2017) we sent $50 to fifty of our clients and asked that they give the money […]

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What’s your mindset? Abundance vs. Scarcity Thinking

Life is a collection of millions of choices that we make daily. While these choices vary in magnitude, they can often be traced back to a source. One source that plays a significant role in the choices that we make is our mindset. A mindset has many different facets, but one of the main components […]

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LifeGuide Investment Update (4/4) and Calling All Golfers

In our fourth and final installment in our investment update series, we will be reviewing our fifth investment principle and the changes we have made to LifeGuide InSight’s Enhanced Index Portfolios.  If you enjoy golfing, especially GOLFING FOR FREE, you won’t want to miss the last paragraph below!   LifeGuide InSight Investment Principle #5 Our […]

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Holly Whitmire joins LifeGuide Financial Advisors!

We are excited to announce that Holly Whitmire joined the LifeGuide Team last week.  Holly comes to us with almost 14 years of experience in the financial services industry.  Holly will be a financial advisor and LifeGuide’s Manager of Client Amazement. “The LifeGuide team and the clients that I have met are amazing!  I am […]

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LifeGuide Portfolio Enhancements and changes to our Blended Portfolios

Today, we will be reviewing our fourth investment principle and the enhancements that we have made to LifeGuide InSight’s Blended Portfolios.  In summary, we have added three new Vanguard funds and converted our American Funds positions to new lower-cost shares.   LifeGuide InSight Investment Principle #4 One of the components of our investment philosophy at […]

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Impact investing explained and the latest portfolio updates to LifeGuide’s IMPACT Portfolios

Welcome to part 2 of 4 in our investment update series.  We will be discussing one aspect of LifeGuide’s first investment principle: “Match investments with clearly defined goals and values.”  Today’s focus will be on matching your investments with your values. Investing with Impact Socially Responsible Investing (SRI), Double Bottom Line Investing, Impact Investing, Responsible […]

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TD Ameritrade Letter re: Standing Letter of Authorization, and Corrected 1099s

Attention LifeGuide Clients. We would like to take a moment to answer two questions that you may have:   Question #1:  I just received a mailing from TD Ameritrade re: Standing Letter of Authorization.  Should I be concerned?  Did anything change?  Do I need to do anything? You may have received a notice from TD Ameritrade regarding […]

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1099 Update and LifeGuide’s Dynamic Rebalancing Process

Sunny and highs pushing 70 degrees in Central PA, what a difference a few days make!   TD Ameritrade tax document update   All TD Ameritrade 1099s have been posted to TD’s AdvisorClient portal.  They were also mailed out via USPS last week.  You should receive a 1099-DIV for each individual or joint account.  You […]

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