Archive for April 2016

Spring Clean Your Investments

By Reid Johnson, President, Lake Point Advisory Group With the weather warming up, we often think of cleaning out our gardens, our closets, and our houses in general.  But what about your investments? As everything begins anew and plants begin to green up and sprout out, now is a good time to think about the…

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4 Often Misunderstood Tax Terms

Tax season is the time when so many of our clients bemoan their lack of tax expertise. The fact is that the code is thousands of pages long, and changes frequently. We highly recommend the use of a certified public accountant when filing your taxes. But even the best accountants need input from you as…

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