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Category Archives: Blog

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Then & Now

Posted on 2012/01/18 by robert

As the new year begins, financial markets continue to be gripped by uncertainty over developments in the Eurozone crisis. While not seeking to downplay the anxiety generated by these events, particularly in relation to their effects on investment portfolios, it’s … Continue reading →

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How Your Home Can Help You Save on Taxes

Posted on 2012/01/06 by donna

We are honored to share another article with you in which Robert Walsh is quoted.  This can be found on the website for: My Nationwide– House & Home http://www.mynationwidemagazine.com/how-your-home-can-help-you-save-taxes  ”How Your Home Can Help You Save on Taxes” –Speak with your … Continue reading →

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Flex Spending Account Tips

Posted on 2011/12/20 by donna

Please follow the link below to read an article written by Anya Martin of MarketWatch (column found in the Wall Street Journal), where our “infamous” Robert Walsh is quoted. http://www.marketwatch.com/story/11-tips-to-empty-your-flex-spending-account-2011-12-20?siteid=nbkh   Tweet

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Follow up from Client story 10/17/11

Posted on 2011/11/21 by donna

My name is Allegra Panetto, and I am a Peace Corps volunteer serving in Malawi, Africa. I am living at a Catholic health center in rural Malawi, and am hoping to raise funds to light the rest of the health center … Continue reading →

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Received from a Client…….

Posted on 2011/11/21 by donna

Christmas/Hanukkah  2011 — Birth of a New Tradition As the holidays approach, the giant foreign factories are kicking into high gear to provide Americans with monstrous piles of cheaply produced goods –merchandise that has been produced at the expense of … Continue reading →

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8th Annual Client Appreciate Day

Posted on 2011/09/15 by donna

We held our 8th Annual Lighthouse Financial Advisors’ Client Appreciation Day at Monmouth Park Racetrack this past Sunday (Sept. 11th). We would like to take this opportunity to thank everyone who joined us. The day was a great success and … Continue reading →

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Market Downward Volatility & a stock portfolio looking like…****!

Posted on 2011/08/10 by robert

The current renewed downward volatility in the world stock markets (Volatility is a nice way of my saying my stock portfolio looks like…****!) is reviving unwelcome feelings of anxiety, fear, and a sense of powerlessness. However, acting on our emotions … Continue reading →

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National Lighthouse Day – August 7th

Posted on 2011/08/08 by donna

National Lighthouse Day honors and commemorates the beacon of light that symbolizes safety and security for boats at sea. We are thankful for the guidance offered by all Lighthouses to help us find our way safely through storms, fog, and … Continue reading →

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The Investment Answer

Posted on 2011/07/26 by donna

As a reminder to anyone who has not already read “The Investment Answer”, we highly recommend you take the time to read it. The book is a great read and gives tremendous insight into our investment philosophy. If you would … Continue reading →

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Debt Ceiling Impact; Our Thoughts

Posted on 2011/07/26 by donna

We are sure that you have been following with concern, the political drama and folly unfolding in Washington around the issue of raising our nation’s debt ceiling. At this moment it is not clear when or what the final resolution … Continue reading →

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Thursday February 23rd, 2012

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