Resources

06/19/2026

Warsh's First Meeting as Fed Chairman

On Wednesday, the Federal Reserve concluded its June meeting by leaving interest rates unchanged, but investors paid close attention to a historic first appearance from new Federal Reserve Chair* Kevin Warsh. While no immediate policy changes were announced, the meeting provided insight into how Warsh may approach monetary policy, inflation, and communication with financial markets. Our focus this week examines key takeaways from Warsh ...

06/11/2026

SpaceX's Historic Public Opening

SpaceX's debut marks one of the most anticipated stock offerings in market history. Our focus this week highlights key components of the historic IPO. What is an IPO? An Initial Public Offering (IPO) occurs when a privately owned company sells shares to the public for the first time. Before an IPO, ownership is generally limited to founders, employees, venture capital firms, and other private investors. After the IPO, anyone with a ...

06/05/2026

May's Market Resilience - What Investors Should Know

Despite continued geopolitical tensions and stubborn inflation points, the month of May demonstrated the market's continued resilience. As the calendar turns to June, our focus this week provides key summary insights from the month of May - representing another strong month for equities. May Was Another Strong Month for Stocks U.S. stocks continued to move higher in May, with the S&P 500 gaining 5.26%, the NASDAQ rising 8.43%, and the ...

05/29/2026

Low-Hanging Fruit - Strategies Not to Overlook

At Lighthouse Wealth Partners, we prioritize ongoing communication and take pride in delivering timely updates and meaningful insights to help guide your investment decisions. Many investors spend significant time searching for sophisticated investment strategies while overlooking simple financial moves that can help improve their long-term financial picture with minimal risk. Some of the most impactful planning strategies include basic ...

05/15/2026

Inflation Spikes in April

At Lighthouse Wealth Partners, we prioritize ongoing communication and take pride in delivering timely updates and meaningful insights to help guide your investment decisions. While the S&P continues to sustain April's momentum (record close of 7,501.24 yesterday), data from this week confirmed that consumers are confronting higher prices - even beyond the pump. On 05/14, the BLS (U.S. Bureau of Labor Statistics) released its report on ...

05/08/2026

Market Perspective - 5 Areas of Focus

At Lighthouse Wealth Partners, we prioritize ongoing communication and take pride in delivering timely updates and meaningful insights to help guide your investment decisions. As markets closed out April, equities capped off a powerful month of gains, bolstered by strong corporate earnings. Our focus this week expands and takes a closer look at 5 areas of market emphasis. 1. April's Powerful Rebound As reported last week, equities ...

05/01/2026

April's Momentum & Record Close

At Lighthouse Wealth Partners, we prioritize ongoing communication and take pride in delivering timely updates and meaningful insights to help guide your investment decisions. As markets closed out April, equities capped off a powerful month of gains, with strength in the U.S. economy fueling renewed investor optimism around the outlook for corporate earnings. This momentum helped drive stocks to their strongest monthly performance ...

04/21/2026

Guiding Your Financial Path with Lighthouse Wealth Partners

In an era of economic volatility and shifting tax laws, having a steady hand at the helm of your financial strategy is more than a convenience; it's a necessity! At Lighthouse Wealth Partners, we serve as fiduciaries, providing independent and objective counsel designed to protect and grow your legacy. Whether you are a corporate executive at a local firm like SC Johnson or a business owner looking to optimize your company’s retirement ...

10/21/2024

What Investors Should Know About Markets and Election Years

With Election Day quickly approaching, it's natural for investors to question potential impacts on the market. This week, our focus shifts to examining the historical data (performance of the S&P 500) relating to election years and cycles. In the midst of heightened emotions (on both sides of the aisle), the actual impact on the market may be less than investors and voters realize. Examine five key takeaways as investors navigate ...

10/18/2024

Productivity - a Key Contributor to U.S. Stock Performance

What causes one country's stock market to outperform others? Over longer periods (more than five years), higher relative earnings growth is the primary driver. Earnings are influenced by two main factors: revenue growth and profit margins. Countries with higher GDP growth, or those fostering a culture that advances and supports innovation, foster greater opportunities for growth. Companies capable of generating demand where it ...