Why us? Why Now? Full cycle Investing.
Welcome to
Lifelong Wealth Strategies!
Lifelong Wealth Strategies is a fee-only Registered Investment Advisor in Westchester County, NY
Ask a Question
View Webinar
Latest from the Blog
The Carpenter
An elderly carpenter was ready to retire. He told his employer contractor of his plans to leave the home building business and live a more leisurely life with his wife and extended family. He would miss his paycheck, but he needed to retire. They could get by. The...
Crossroads
By now, I’m sure you have noticed how the cost of almost everything is rising: housing, food, rent, energy, lumber, gasoline, copper, meat, insurance, corn…even burlap and tallow...almost everything is rising. You may also be wondering how all of this...
Risk Management
It’s the end of the first quarter so I want to provide you with an economic and portfolio update. We have been tracking Quad 2 (see chart above) since the fourth quarter of 2020. Quad 2 is when growth and inflation are accelerating. In this economic regime we want...
The Big Picture (Year to Date)
If you have retirement savings, then you better have a risk management process for not losing it. Anyone who has a portion of their money invested in an international stock mutual fund with exposure to countries such as China, Germany, South Korea, Italy, Brazil,...
What’s Next?
What’s Next? It's official. We're now 107 months into this economic expansion without a recession since 2009. It's the second-longest ever. What next? The US economy has had seven straight quarters of rising economic growth. As we look forward into the...
Stock Market Corrections vs. Bear Markets
The week of February 5th saw a sudden rise in volatility and a 10% decline in prices from the all-time high on January 26th. This sudden shift in market behavior caught many off guard. Well, of course it did! Everyone had grown accustomed to fourteen months of...