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Q&A: Can the stock market keep going up?

April 26, 2021 | Investing

Today, we’re sitting down with LifeGuide Partner and Chief Investment Officer, Zak Lutz, to answer some of the most frequently asked questions we receive. This is the final part in our six-part Q&A series. Q: Can the stock market keep going up?   Last year, we examined the historical growth of the stock markets over […]

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March 13, 2019 | Impact

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

January 15, 2019 | News

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

October 9, 2018 | News

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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“Share the Blessing” Stories

May 11, 2018 | Impact

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

July 11, 2018 | Financial Life Planning

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

April 24, 2018 | News

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!

April 18, 2018 | News

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

April 4, 2018 | Investing

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

March 7, 2018 | Investing

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

February 28, 2018 | Investing

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

February 23, 2018 | Investing

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

February 6, 2018 | Investing

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

January 31, 2018 | Investing

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.

January 23, 2018 | Financial Life Planning

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

January 19, 2018 | Financial Life Planning

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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