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…
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…
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…
