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Lighthouse Project

Provides and alert and notifications for those looking for a little help with their non-managed accounts (401ks, 529 plans, etc).  We will turn the Lighthouse ON when the market conditions present opportunities to change or re-balance your asset allocations.                                                                                       Subscribe to Lighthouse Project

The Lighthouse Project Offer!

I thought you’d never ask. We have a solution and we are doing this actively for several households now. Let us take inventory of your various CDs or savings vehicles that have maturities. We will map them out on a calendar, noting when they mature, the amount, and the location of the funds (bank info). As these cash alternatives mature, we can help you make sure that you do NOT roll them into another CD paying less and less interest and instead move them into more productive fixed income investment options. Sometimes there is an automatic rollover provision in place unless you explicitly instruct the bank NOT to rollover the CD. Both of our Income strategies are still earning a very stable 5% return net of all fees despite this very low interest rate environment. Either would be an appropriate alternative to CDs considering the reinvestment risk looking forward.

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Lighthouse Project

Anyone familiar with the ad campaigns from Motel 6? Does Tom Bodett ring a bell? As the story goes, the iconic phrase that runs through the Motel 6 ad campaigns started as an ad-lib from Tom back in the mid-80's. The phrase-- “We’ll leave the light on for you” -- was a fantastic, down-home way to let customers know that Motel 6 cared about them. Thoughtful. Reassuring. This phrase was designed to evoke comfort after a long day of travel.

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