Fixed Income

Social Security Facts for 2019

As of December 2018, more than 43.7 million retired Americans collected Social Security, with more than 8 million disabled workers collecting benefits as well. But Social Security is much more than retirement income. Along with providing a small income to millions of seniors, Social Security also provides life insurance as well as survivor benefits.

What are your Portfolio Performance Expectations?

In the story of Alice in Wonderland, Alice arrives at a fork in the road and wonders aloud which road to take. A smiling Cheshire Cat appears and asks her what her destination is, to which she replies, “I don’t know.” The toothy cat then proffers the only possible response, “Well, then it doesn’t matter.”

Portfolio Investing: Do You Know Where you are Right Now vs. Where You’re Headed?

CEOs do it, athletes do it; in fact, anyone who needs to be able to achieve a certain level of performance in order to achieve a specific goal constantly assesses where they are in relation to where they want to be. This is to ensure that available resources are being utilized optimally at all time.

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Investment Advisory Services offered LifeStyle Asset Management, Inc. ("LSAM").  LSAM is registered as an investment advisor with the state of Texas.  The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.  Registration does not constitute an endorsement of the firm by securities regulators and does not mean that the advisor has attained a particular level of skill or ability.  The firm is not engaged in the practice of law or accounting.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities.  Investments involve risk and unless otherwise stated, are not guaranteed.  All investment strategies have the potential for profit or loss.  Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed herein.

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