LakeHausWealth

09/02/2026

This Monthly Recap summarizes market performance, major events and news from August 2026. Read more here:

U.S. stocks returned to gains in August after the S&P 500 and Nasdaq Composite both ended negative the prior two months while the Dow Industrials capped a…

09/02/2026

September is Life Insurance Awareness Month! 🛡️

Life insurance may not be something you think about every day, but as life changes, your coverage needs can change, too. This month is a great reminder to take a closer look at how life insurance fits into your overall financial plan. 💡

Throughout September, we’ll be sharing helpful information to brush up on the basics and test your knowledge.

🔗 Start with our latest blog: lakehauswealth.com/blog 📲

👉 Follow along this month, and if you have questions, we’re happy to start the conversation. While our client space is under construction, we remain available by phone, text, and email.

📫 Menasha, WI | 📲 lakehauswealth.com

09/01/2026

🎒📸 Back-to-school season has us feeling nostalgic!

Long before our LakeHaus days, we were heading off for the first day of school just like everyone else.

Think you can recognize us? Take your best guesses before the reveal! 👀

And since we're sharing ours… what's one school picture, hairstyle or fashion choice from your childhood that still makes you laugh? 😂

📫 Menasha, WI | 📲 lakehauswealth.com

08/31/2026

What will this week's economic data mean for rate hike odds?
Join Chief Market Strategist Brian Klimke on this week's episode of as he breaks down key reports on manufacturing, services, employment, and Friday's closely watched jobs report. With the Fed meeting just two weeks away, markets will be looking to see whether the data strengthens or weakens the case for another hike.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

08/28/2026

A will and a trust are both important estate planning tools—but they serve different purposes. 📄🏡

A will outlines your wishes and helps guide how your assets are distributed after your passing. A trust can help manage and distribute assets according to your instructions and may offer additional flexibility, depending on your goals.

The right estate strategy depends on your unique situation. 💙

As Make-A-Will Month winds down, take a moment to review your estate plan—or start the conversation if you haven't already. We're happy to discuss how estate planning fits into your overall financial plan and coordinate with your legal and tax professionals. Our client space is still closed for rebuild, but we're still available by phone, text and email. 🤝

➡️Save this post for later or share it with someone who may find it helpful.

NOTE: Cetera Advisors LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.

📫 Menasha, WI | 📲 lakehauswealth.com

08/26/2026

🐾 Happy National Dog Day! 🐶

Today, we’re celebrating the four-legged friends who bring a little extra joy (and plenty of personality!) to our lives.

Now we want to meet yours! 📸 Share a photo of your dog in the comments below 👇👇 and help us fill the feed with some furry faces. 🐕❤️

📫 Menasha, WI | 📲 lakehauswealth.com

08/25/2026

Is your portfolio following a plan...or your "For You" page?

Social media is built around trends. A financial plan should be built around you. 📱➡️📈

A Certified Financial Planner® considers your goals, timeline, and unique circumstances—not what's gaining the most views online.

If you'd like to discuss how your investments fit into your overall financial plan with a CFP® professional, we're here to be a resource. 🧭 Visit our website to schedule a time, or reach out by phone, text, or email.

📫 Menasha, WI | 📲 lakehauswealth.com

08/24/2026

Markets face plenty of uncertainty, but investors may be looking past the next rate decision and toward Jackson Hole.
In this week's episode of , CIO Gene Goldman discusses what to expect from the first Jackson Hole symposium under Fed Chair Kevin Warsh, including the future of Fed communications, the message behind rising Treasury yields, and how policymakers are navigating an economy that is sending mixed signals.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

08/21/2026

You don't need to have everything figured out, and you don't need to wait for the "perfect" time to begin.

Whether you're saving for your first home, planning for retirement, building an emergency fund, or simply looking for guidance, taking that first step today can help you feel more confident about tomorrow.

➡️ At LakeHaus Wealth Partners, we're here to listen, answer your questions, and help you understand your options—no minimum amount required to start the conversation. 🤝

Reach out or visit our website to learn more about our financial planning process and how we may be able to help.

⚠️ Although our building is temporarily closed, our team remains available by phone, text, and email.

📫 Menasha, WI | 📲 lakehauswealth.com

08/20/2026

What role does yield play in long-term investment success?
The Cetera Investment Management Team's latest Market Commentary, Reap What You Sow: Cultivating Yield for Long-Term Returns, explores how dividends, interest income, and reinvestment have historically contributed to portfolio growth and why today’s higher-rate environment may create new opportunities for investors.
Read the full commentary:

Every great harvest begins with a single seed. The vibrant assortment of fruits and vegetables at your local farmer’s market is the result of careful planning,…