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By Kevin Sercia, Senior Wealth Advisor, Lighthouse Private Wealth Most investors set their risk tolerance once — in an initial meeting, on a questionnaire, at account opening — and then leave it alone for years, sometimes decades. The number gets entered into a system, a portfolio gets built around it, and it quietly becomes the default setting nobody revisits. The problem usually isn’t that the original setting was wrong. The original conversation was probably handled carefu

How Kevin Sercia of Lighthouse Private Wealth helps investors stay focused when markets feel uncertain By Kevin Sercia, Senior Wealth Advisor | Lighthouse Private Wealth When markets become volatile and inflation remains part of the conversation, investors often feel pressure to “do something.” The headlines get louder. Account values move more than usual. Cash may feel safer. And long-term plans can suddenly feel uncertain. But in my experience, the most important decisions

By Kevin Sercia, Senior Wealth Advisor | Lighthouse Private Wealth The active versus passive investing debate has been around for a long time. Some investors believe the best approach is to own broad market exposure at a low cost. Others believe skilled research, selectivity, and flexibility can add value in certain parts of a portfolio. In my view, the better question is not, “Which side wins?” The better question is: What does each part of the portfolio need to accompli

Senior Wealth Advisor Kevin Sercia’s move highlights Lighthouse’s approach to helping advisors put clients first with established infrastructure and added flexibility. STUART, Fla.--(BUSINESS WIRE)--Lighthouse Private Wealth today announced the completion of Senior Wealth Advisor Kevin Sercia’s transition to the firm’s supported independent advisor model. The announcement reflects Lighthouse’s approach to helping experienced advisors operate with added flexibility while relyi

Investing can often feel like navigating a complex maze. With countless options and strategies available, it’s easy to become overwhelmed. However, understanding key investment strategies can help you maximize your portfolio and achieve your financial goals. This blog post will break down essential investment strategies, providing you with practical insights and examples to enhance your investment journey. Understanding Your Investment Goals Before diving into specific strate

Investing can often feel overwhelming, especially with the myriad of options available today. Whether you are a seasoned investor or just starting, having a tailored financial strategy is essential for achieving your financial goals. This post will guide you through the process of building an investment plan that suits your unique needs and aspirations. Understanding Your Financial Goals Before diving into the specifics of investment strategies, it’s crucial to understand you

Financial performance reviews are essential tools for organizations aiming to improve their decision-making processes. These reviews provide insights into a company's financial health, enabling stakeholders to make informed choices that can lead to growth and sustainability. In this blog post, we will explore the importance of financial performance reviews, the key components involved, and how to effectively implement them for better decision-making. The Importance of Financi