Lake House Private Wealth Management

Lake House Private Wealth Management Boutique Wealth Management and Financial Planning firm located in the heart of Yardley PA.

With great wealth comes even greater questions. Learn more in our article.
01/09/2026

With great wealth comes even greater questions. Learn more in our article.

Preserve your high net worth with these foundational tips.

Markets ended 2025 on a quiet note, but Q4 closed with gains across all major U.S. indexes as investors weighed lower in...
01/09/2026

Markets ended 2025 on a quiet note, but Q4 closed with gains across all major U.S. indexes as investors weighed lower interest rates, mixed labor data, and ongoing economic delays from the October shutdown. The S&P 500 rose 2.35% for the quarter, while the Dow led with a 3.59% gain. As we kick off the new year with resolutions and fresh starts, many of us reach for our favorite morning brew. But have you ever wondered about the global love affair with coffee and tea? Check out this month's by-the-numbers.

U.S. stocks notched a solid gain in the fourth quarter as investors cheered lower interest rates and solid corporate profits while navigating limited economic updates due to the U.S. government shutdown.

Looking ahead can help female investors conquer these unique obstacles. You can learn more here.
01/07/2026

Looking ahead can help female investors conquer these unique obstacles. You can learn more here.

Looking ahead can help you conquer these unique obstacles.

Worried about passing your wealth to a troubled adult child?There are strategies that can help.
01/03/2026

Worried about passing your wealth to a troubled adult child?There are strategies that can help.

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.
01/02/2026

When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.

When markets shift, experienced investors stick to their strategy.

Many retirees have discovered the benefits of a retirement spent in the great outdoors. Are you ready to do the same?
12/31/2025

Many retirees have discovered the benefits of a retirement spent in the great outdoors. Are you ready to do the same?

Get ready to enjoy America’s national park system with this helpful article.

Protect yourself from identity theft.
12/27/2025

Protect yourself from identity theft.

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Are you planning to work after taking Social Security benefits? Know the rules.
12/26/2025

Are you planning to work after taking Social Security benefits? Know the rules.

Knowing the rules may help you decide when to start benefits.

Congress passed SECURE 2.0, a new set of retirement rules to make saving and accessing funds for retirement easier. Chec...
12/24/2025

Congress passed SECURE 2.0, a new set of retirement rules to make saving and accessing funds for retirement easier. Check out the major provisions of the law.

A timeline covering a few of the major provisions of the SECURE Act 2.0.

As complex as the details of taxes can be, the income tax process is fairly straightforward.
12/20/2025

As complex as the details of taxes can be, the income tax process is fairly straightforward.

A quick look at how federal income taxes work.

You face sequence of returns risk. Know what it is?
12/19/2025

You face sequence of returns risk. Know what it is?

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

There are billions in unclaimed dollars in the US. Is some of that yours?
12/17/2025

There are billions in unclaimed dollars in the US. Is some of that yours?

Here’s a quick guide to checking to see if you have unclaimed money.

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Yardley, PA
19067

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