Blog

Last week, a number of LifeGuide’s advisors had the opportunity to hear from a Wharton Professor, Vanguard, American Funds and other leading thinkers at TD Ameritrade’s annual LINC conference.  There was a general theme of optimism about the overall economy.  The recent much-needed correction reminds us that stock growth isn’t a sure thing especially in […]

As we mentioned in our previous communication, we are continuing to provide you with information about how the new tax bill might impact your situation. Fortunately, Qualified Charitable Distributions (QCDs) have remained in place under the new tax plan, and their value has now increased significantly. As a review, a QCD is a distribution from […]

If your resolution hasn’t lasted, you are not alone.   According to U.S. News, approximately 80% of resolutions fail by the second week of February. As an alternative to resolutions, a practice that my wife, Geralyn, and I have found helpful is to talk about our vision and priorities for the upcoming year.   We used to […]

We hope you are keeping warm during this chilly start to the new year! One of the subjects that has been occupying our time as we begin the year is the recent tax reform that was passed and signed into law just before Christmas.  We will be releasing several communications over the coming months about […]

LifeGuide contributes a portion of our proceeds each year to the LIFEGUIDE IMPACT FUND to magnify the efforts of local ministries. The LIFEGUIDE IMPACT FUND has distributed more than $90,000 since 2014 ($45,000 in 2017).  LifeGuide’s annual Share the Blessing event is also underwritten by the LIFEGUIDE IMPACT FUND. We thank LifeGuide’s clients and friends […]

We hope you are enjoying this Christmas season. We have been hard at work digesting the new tax reform that will most likely be signed by the President and become law next year.  We have been formulating new strategies to help our clients take advantage of the upcoming changes to the tax code.  While much […]

What is your favorite Christmas tradition or memory?   Every Christmas morning we make monkey bread & egg casserole for breakfast as a family. -Abby, Jeff, Emma, and Josh   My grandma would host a large Christmas Eve breakfast. It was always great to spend time with cousins, great aunts and great uncles that we […]

Merry Christmas from our families to yours.  May you take a few moments of pause to experience the true wonder, peace, and joy of this Christmas season.   2017 has been a very eventful and exciting year for LifeGuide!   We are continually inspired to see the financial, relational and spiritual growth that our clients are […]

We hope you had a great Thanksgiving and that you are excited for the Christmas season! If you have been paying attention to the news recently, it is likely that one of the stories you’ve come across is the tax reform legislation that is currently the focus of Congress. While there are still many unknowns […]

Hello from Doug and Zak. As you may have heard, there has been a major cyber security incident at Equifax.  Your LifeGuide team is monitoring this situation closely.  We are not aware of any impact to any of LifeGuide’s investment accounts.  The risk of incidents like this is one of the reasons that we chose […]

We hope you are enjoying the last days of summer.  It is hard to believe that students are beginning to head back to school.  In this quarter’s Perspective, we would like to provide a few updates about LifeGuide and offer some thoughts about the current financial situation.  2017 is shaping up to be a strong […]

For the third 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 huge encouragement. As a reminder, at Christmas (2016) we sent $50 to forty of our clients and asked that they give the money […]

Join with us as we congratulate Abby Conway, LifeGuide’s insurance specialist, and her husband Jeff, on the safe and healthy delivery of their new baby girl, Emma Renee!  After a longer-than-expected delivery, Emma arrived on March 29th at 10:49am.  Her big brother Joshua was excited to meet her and hopefully will be a big help […]

We trust that you had a wonderful Easter weekend.  HE IS RISEN!   Spring brings with it many things that tend to make us all feel good and put a little extra “spring” in our step.  (Ok, that pun was bad.   We just couldn’t resist.)  The change in our weather is always welcome. As we head […]

As we reflect on this past year, we are sincerely grateful for all that we have experienced.  2016 brought with it a variety of events and circumstances that have provided many memorable times, new opportunities, fresh beginnings and exciting growth.  It was also a year in which we as a nation, as well as individually, […]