Lighthouse Wealth Management

03/10/2026

Our Financial Monitor is produced weekly exclusively by Lighthouse Wealth Management and is available on our website.

This publication is designed to deliver plain‑language, concise, digestible, and timely insights on the U.S., Canadian, and global economies. It not only supports our recommendations and guidance, but also equips you with salient, proprietary insights we believe are essential for confident, informed decision‑making wherever you go.

This past week was eventful in the financial markets, to say the least. Wondering how the conflict in Iran is affecting global markets? Have a read and subscribe here:

03/09/2026

In our latest blog, we explore why successful investing isn’t about predicting market highs and lows, but about how we respond when they happen.

Emotions may drive short-term market swings, but confidence comes from preparation. The right asset mix, paired with thoughtful guidance, helps clients stay invested through the ups and downs.

Successful investing isn’t about predicting market highs and lows, it’s about how you respond to them. The ability to manage market volatility isn’t something you’re born with; it’s a skill that is developed over time. Your past investment experiences, both positive and negative, help shap...

03/09/2026

Dividend yield is more than just a number, it’s a window into income potential, sustainability, and portfolio balance.
In our latest blog, we break down what dividend yield really means, how it’s calculated, and why it matters for income-focused investors.

https://www.lighthousewealthvictoria.com/dividend-yield-explained-what-it-is-and-why-it-matters/

03/09/2026

Advisors help clients plan for the future every day, yet many delay planning for their own transition. In our latest blog, we explore why thoughtful succession planning matters and how our team is building continuity that lasts.

https://www.lighthousewealthvictoria.com/succession-planning-a-legacy-worth-protecting/

03/09/2026

03/22/2024

All too often we are saddened to see families unprepared for the passing of a loved one, leading to unnecessary stress and confusion in what should be a time of mourning.

At the request of a client, we recently put together a presentation for a group of ten to illustrate what happens when a loved one passes. We covered some simple steps that can be taken in advance to reduce stress and uncertainty, allowing the surviving family the mental and emotional space to grieve their loss.

The feedback we received from the group was overwhelmingly positive and we were encouraged to share the presentation with a wider audience.

The full presentation can be found here:https://www.lighthousewealthvictoria.com/wp-content/uploads/2024/03/Passing-The-Torch-Lighthouse-Wealth-Management-March-2024.pdf

Please feel free to contact us at [email protected] if you have any questions.

10/08/2020

The Q3 2020 Navigator is now online.

A Quarterly Newsletter for Clients and Friends of Lighthouse Wealth Management.

Lighthouse Wealth Management Publications, articles and resources.