Good Morning Texas
July 12, 2016:
How To Be Wealth Smart with Lake Point Advisory Group
"Baby Boomer 401(k) Generation” Volatility Threat - By David Maxwell
With Social Security and Taxes, Make Sure You’re Getting the Right Advice
When you should start taking your benefits and how your provisional income affects your taxes are two critical pieces of the retirement puzzle. To make the right moves, you need to look at the big picture. Continue Reading
Like Your Portfolio, Your Financial Team Should be Diversified, Too
You don't put all your eggs in one basket, neither should you put all your trust in one financial professional. Having a cadre of pros making decisions about your investments together makes for a better result. Continue Reading
Is Your High-Performing Mutual Fund Killing Your Portfolio?
You should be more concerned about a fund’s volatility than its average annual return.Mutual funds are the cornerstone of many investors’ portfolios. Choosing the right one for your retirement plan can be complicated. There are thousands of mutual funds in the U.S. alone, holding trillions of dollars in assets. Continue Reading
Rockwall company’s donation to help feed thousands of local families in need
(ROCKWALL, TX – Feb. 3, 2016) A $5000 donation to Feeding America and the North Texas Food Bank by Rockwall-based Lake Point Advisory Group will provide 50,000 meals to families in need in communities throughout the Lake Ray Hubbard community.
Long-term Bonds Could Be Hit Hardest by the Federal Reserve Interest Rate Hike
The Federal Reserve’s interest rate hike could impact long-term bond investors—including many retirees—hard. Old-school investment strategies that include bond-heavy retirement portfolios may no longer be the standard for conservative retirement planning in 2016.
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