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Share the Blessing 2021: Provision in a pandemic

2020 brought a lot of challenges, grief, and heartache for many. Yet even in the toughest times, we rest in God’s promises knowing He is still here and still at work. The stories we received from this past Share the Blessing campaign provide a tangible, compelling reminder of this incredible reality. Over the past seven […]

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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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Our Take on Recent Market Volatility, and Enhancements to LifeGuide’s Portfolios

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 […]

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Tax Reform and QCDs

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 […]

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Break Your New Year’s Resolution Already? No Worries.

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 […]

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Tax Reform Highlights, and a Spoonful of Sugar

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 […]

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LifeGuide’s Impact Fund 2017

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 […]

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A Way to Get Your Christmas for Free

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 […]

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Merry Christmas from our Families to Yours

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 […]

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