There’s a pervasive myth out there that says financial planning services are just for the wealthy; that unless you meet a certain “minimum,” you’re wasting your time seeking out financial assistance (from planners who see your assets as small peanuts, anyway.)Read More
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…Read More
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…Read More
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…Read More
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…Read More
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