Workplace Retirement
Retirement Plan Services for Small Businesses and Tribal Organizations | Longhouse Wealth Management
A look at retirement plan options and the questions facing small businesses and tribal employers.
Longhouse Insights
A little clarity
for the road ahead.
Explore ideas about investing, retirement, and the financial decisions that come with caring for a family or running a business.
From the Wampum Wealth Journal
Ideas worth spending
a little time with.
Selected articles from Longhouse's existing journal, with their original publication dates.
Life in Retirement
Are You Bored In Retirement?
Ideas for staying engaged and active in retirement without spending a lot of money.
Investing
Lessons from Lacrosse and Ice Hockey: Smart Investing Strategies
Connections between sports, teamwork, risk, and investment decisions.
Financial Planning
Mid-Year Financial Check-Up: Ensuring Your Financial Health This Summer
A review of the financial priorities that can benefit from a midyear check-in.
Investing
The Benefits of Diversification: Building a Balanced Investment Portfolio
An introduction to diversification and the role it plays in a portfolio.
Inflation
The Impact of Inflation on Your Investments: What You Need to Know
A look at inflation, purchasing power, and different kinds of investments.
More from the journal · 11 articles
- Secure Your Retirement: Rolling Your Phillips 66 401(k) Amid Plant Closure
- Harvest Your Wealth: Essential Fall Financial Planning Tips to Reap Success
- The Significance of the Fourth of July: Celebrating Freedom and Community at Longhouse Wealth Management
- Honoring Sacrifice: The Importance of Memorial Day in the United States
- Secure Your Retirement: A Step-by-Step Guide to Rolling Over Your Phillips 66 401(k) to a Longhouse Wealth Management IRA
- Weekly Market Recap: NYSE, NASDAQ, and DJIA Performance Ending 2/28/2025
- Weekly Market Recap: NYSE, NASDAQ, and ^DJI Performance Ending 02/21/2025
- What the Big Game Can Teach Us About Investing
- Maximizing Your Retirement: Strategies for a Secure Future
- Maximize Your Wealth: Discover Tax-Efficient Investment Strategies
- How Longhouse Wealth Management Assists Clients in Achieving Their Financial Goals
Articles open in a new tab. Archived posts reflect their publication date; market information, tax rules, services, and links within older posts may have changed.
A Place to Begin
New to investing?
Start with our Investing 101 guide for Native Americans, then bring us the questions it raises.
You can also learn more about how Longhouse works with Native families and people investing for the first time.
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Let's Talk
What does this mean
for your family?
Articles can raise useful questions. We can help you consider your own situation in an in-person meeting at our Encinitas office, by appointment only.
