By Reid Johnson, President, Lake Point Advisory Group In addition to taxes, the first quarter also gets us thinking about another annual tradition: spring cleaning. If you’ve spent significant time digging through paperwork to find important documents lately, it might be time to toss some old files. An Important Piece of Advice But please, before…

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By Reid Johnson, President, Lake Point Advisory Group The investment world has changed. As Heraclitus put it so many hundreds of years ago – well before stock markets and interest rates – “There is nothing permanent except change.” It was true then, and it stays true now, especially in the midst of fluctuation. With rising…

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