Invest Well, Retire Well

Unlock Financial Success in Encinitas, CA

In this post, we explore the importance of working with an investment advisor in Encinitas, and how to choose the right one to unlock your financial success.

The Power of Diversification

Longhouse Wealth Management is dedicated to helping you create a diversified portfolio tailored to your unique circumstances and investment goals. Embrace the power of diversification and set yourself on the path to financial resilience and success.

Understanding Market Volatility

In this blog post, we will explore the concept of market volatility, its causes, and provide strategies to help you stay focused on your long-term investment goals.

Planning for Retirement: Essential Steps

In this comprehensive guide, we will walk you through essential steps to help you secure your financial future and enjoy a comfortable retirement.

Investing 101: A Beginner's Guide to Building Wealth

Investing in a Post-Pandemic World

The global pandemic has reshaped the investment landscape, creating both challenges and opportunities for investors. As we emerge from the crisis, it's crucial to adapt investment strategies to the new realities of a post-pandemic world

Open Your Backdoor Roth IRA - A Step-by-Step Guide

In this guide, we'll walk you through everything you need to know to complete a backdoor Roth IRA conversion.

Expert Investment Advice from Encinitas' Best Financial Advisor

As a trusted and reputable financial advisor, we understand the importance of providing sound investment advice to our clients in Encinitas, CA. With years of expertise and a passion for helping individuals and families achieve their financial goals, we take pride in being a local, boutique, five-star reviewed company. In this blog, we'll be sharing our insights and professional knowledge on various investment strategies, trends, and tips to help you make informed decisions and maximize your returns. Join us as we delve into the world of investments and provide you with valuable advice that you can rely on.

The Ultimate "Investment Adviser" Vetting Checklist

Looking for a great "investment adviser" in your area? Use this comprehensive checklist to help you...

DIY Investing: Costs, Strategies, and Problems to Consider

Interested in making your own DIY Investing Plan? In this article, we explain what your options are when it comes to DIY investing and the costs, issues and problems to consider for different investment strategies.

How Much Does it Cost to Hire an Investment Advisor?

Considering hiring an investment advisor and wondering how much their help is going to cost? In this article, we tell you the real cost of an investment advisor and list the different types of investment advisory charges and options.

Who Are the Best Investment Advisors In Encinitas, CA?

We're never ones to shy away from being blatantly honest with respect to competition, and we want our clients in Encintas and North County to be as informed as possible.

How Much Do Investment Advisors Charge?

When it comes to investment advisors, the fees charged can vary greatly depending on the level of service provided.

How Do I Choose a Investment Advisor?

With numerous options available, it's important to navigate the selection process carefully. In this article, we will provide a comprehensive guide to help you choose the right investment advisor who aligns with your financial goals and values.

How Much Does a Financial Advisor Cost?

In this article, we will explore the various fee structures used by financial advisors and shed light on the value they bring to your financial well-being.

How Much Does A Wealth Manager Cost?

When it comes to managing your wealth, professional guidance can provide invaluable benefits. In this article, we will explore the various fees associated with wealth management services and help you gain clarity on the value they can provide.

What Do Investment Advisors Do?

What exactly do investment advisors do for their clients? It's a common question and the answers range from fairly obvious to "wow, I had no idea."

Should I Use an Investment Adviser?

Here are the reasons why you should and shouldn't work with an investment adviser.

The SECURE Act and Your Retirement IRA

The SECURE Act will probably change your estate planning. Under the previous rules, we could ‘stretch’ IRA distributions to non-spouse beneficiaries, which allowed for a potentially significant income tax savings to the children of IRA owners. Now that could change, READ MORE...

Common Investing Challenges That Sales Professionals Face

Sales professionals are constantly looking to close the next deal. It's a tough business. Companies aren't always the best at sticking to promised commission payouts either. Sometimes the products or services are hard to sell. All of these factors combine into one hectic situation when it comes to planning for retirement. Read more...

An Explanation of Our Name and Our Company Colors

This post explains our business name and colors & the reasons why we chose certain colors and words. It is about what sets us apart and makes us different from the average, boring investment advisor.

Taking a Stroll Down Investment Beach

Investing can be like choosing waves at the beach. Some waves are dangerous, some aren't. In this blog post we'll check out Investment Beach and show you ways to stay safe out there.

What is Active Management?

What is active management? This blog post explains it and how John Ferraro, CIO of Longhouse Investments feels about it as a way to manage your wealth.

A Detailed Discussion on Mutual Funds

In this blog post John Ferraro at Longhouse will go over mutual funds. How they got started, where they've been, and what they are today. Grab a cup of coffee and settle in for this exciting history lesson.

Are You Bored in Retirement?

Being bored in retirement can be stressful. Learn some FREE strategies to stay engaged, on your terms, and keep active without spending a ton of money.

Growth of an Elite Option Trader

"I still trade options but as an investor now not as a trader. I call myself elite because I‘ve made thousands of options trades and experimented with almost all of the well known strategies." Read more...

5 Common Mistakes Investors Make in Their Pensions and Investments

The road to retirement is a minefield. Pensions & investments can be tricky. Learn how to avoid the common issues here.

How To Hire An Investment Advisor

Your financial security can affect you as strongly as job satisfaction, relationship stability, and physical health combined. In this post we'll help you figure out a strategy to hire the best investment advisor to acheive your goals.