LakeHausWealth

06/19/2026

📅 Office Closure Notice 📅

In observance of Juneteenth, our office will be closed on Friday, June 19th.

While our office may be closed, you can still call, text, or email us at any time. Messages will be returned when we resume normal business hours on Monday, June 22nd from 7:30am-3:30pm.

📫 Menasha, WI | 📲 lakehauswealth.com

06/18/2026

🦸‍♂️ Every neighborhood has someone you can count on…

When financial decisions start to feel overwhelming, having the right support can make all the difference. It’s not just about the numbers—it’s about what they help you build, protect, and enjoy.

At LakeHaus Wealth Partners, we’re here to help you navigate your course—built for you. 🧭

📫 Menasha, WI | 📲 lakehauswealth.com

06/15/2026

The Fed meets Tuesday and Wednesday, and while everyone’s expecting no change, there are still a couple things to keep an eye on—like the new dot plot and what’s next under the new Chair. CIO Gene Goldman reminds us that a Fed hold may not be exciting, but consistency counts. See more in .

“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...

06/14/2026

Today we celebrate Flag Day — honoring the symbol that has represented America for nearly 250 years.

Interesting fact: The current American flag with 50 stars was designed by a 17-year-old high school student as part of a class project in 1958. He originally received a B-.

You can see the largest free-flying flag in the world about 55 miles south of Menasha, on top of the Acuity Insurance flagpole in Sheboygan, Wisconsin — appropriately known as the “World’s Tallest Symbol of Freedom.” Standing 400 feet tall, nearly 100 feet taller than the Statue of Liberty, the massive structure flies an American flag measuring 70 by 140 feet.

Whether flying over small towns or major landmarks, the American flag continues to represent the resilience, freedom, and unity that connect generations of Americans.

📫 Menasha, WI | 📲 lakehauswealth.com

06/12/2026

The flowers by our front door didn’t grow overnight. They needed time, attention, consistency, and care — just like the things that matter most in life.

A good reminder that what you water is what grows around you. 🌱

Whether it’s your family, your goals, your community, or your financial future, small intentional actions over time can create something meaningful. As we care for the space that welcomes clients into our office each day, we’re reminded that growth starts with what we choose to nurture.

What are you investing your time and energy into this season?

📫 Menasha, WI | 📲 lakehauswealth.com

06/11/2026

🎓 College preparation starts earlier than many families realize.

📖 From freshman year through senior year, each stage of high school offers important opportunities to prepare academically, personally, and financially for the future. Here's a simple timeline to help students and parents stay organized and focused throughout the college planning journey. 📚✨

Starting early and staying informed can make the path to college feel more manageable — and help students feel more confident about what comes next. 🎓

📩 Reach out to learn more about financial education and college planning strategies.

📫 Menasha, WI | 📲 lakehauswealth.com

06/09/2026

Read the latest issue of Retire Wise here:

Families often struggle to find meaningful ways to pass down their values. While wealth, heirlooms, or traditions can be transferred with relative ease,…

06/09/2026

With recent market swings and nonstop headlines, it’s easy to feel uneasy about your investments. 📉📺

Periods of volatility can create emotional reactions for investors—but staying focused on your long-term strategy is often more important than reacting to short-term market movement.

✅ Zoom out.
✅ Block the noise.
✅ Stick to your plan.

If you’d like to check in on your financial planning goals, we’re here to talk. 🧭

Disclaimer: This content is for informational and educational purposes only and is not individualized investment advice. Investing involves risk.

📫 Menasha, WI | 📲 lakehauswealth.com

06/08/2026

Markets hit pause after a 9-week rally, with a Friday pullback shifting focus to a busy week ahead. Key themes include the SpaceX IPO, fresh inflation data, and Middle East developments. Chief Market Strategist Brian Klimke discusses the Fed’s next move and what is driving the markets and what’s just amplifying the noise in .

“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...