PUBLISHED ARTICLES
Financial Advice for Surviving This Pandemic
May 12, 2020 – Among the many challenges brought on by the COVID-19 pandemic is the quest for financial peace of mind. In this article, Lake Point Advisory Group’s CEO Joshua Wilson shares his thoughts on how to prepare for a future filled with uncertainty.
Avoid Blindly Following Random Benchmarks on the Road to Retirement
July 8, 2020 – Investment benchmarks can at times be downright distracting. And if you put too much focus on the wrong ones, you could end up hurting your chances of ever getting where you want to go financially.
DON’T LET VOLATILITY READ-END YOUR RETIREMENT PLANS
March 26, 2018 – You never put market risk behind you entirely. To protect yourself, you need to keep an eye out and be proactive. One step you might not have considered: Try using both an active and a passive investing strategy.
WITH SOCIAL SECURITY AND TAXES, MAKE SURE YOU’RE GETTING THE RIGHT ADVICE
August 16, 2017 – 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.
LIKE YOUR PORTFOLIO, YOUR FINANCIAL TEAM SHOULD BE DIVERSIFIED, TOO
May 4, 2017 – 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.
IS YOUR HIGH-PERFORMING MUTUAL FUND KILLING YOUR PORTFOLIO?
October 3, 2016 – 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.
COMMUNITY INVOLVEMENT
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REVOLUTIONARY CANCER IMMUNOTHERAPY SAVED 7-YEAR-OLD KAITLYN’S LIFE
(October, 2017) Kaitlyn Johnson is a full-of-life seven year old – she has tons of energy, breaks out in dance moves whenever any song comes on, loves to get her nails and hair made up, and keeps up with what is trendy and cool.
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.
Lake Point Advisory Group Supports Feeding America And The North Texas Food Bank With $5000 Donation
Rockwall, TX – (February 3, 2016) – 50,000 meals will be provided to families in need in communities throughout the Lake Ray Hubbard community thanks to a $5000 donation to Feeding America and the North Texas Food Bank by Lake Point Advisory Group, based in Rockwall.
GET STARTED ON THE PATH TOWARD YOUR DREAM RETIREMENT TODAY!