Lexington

  • 2 minutes

    Top 10 Things to Review Quarterly

    Here are the top 10 things to review quarterly in your investment portfolio: 1. PERFORMANCE VS. GOALS Look at whether the portfolio is on track for your objectives: retirement, income, growth, capital preservation, college funding, estate planning, or liquidity needs. Do not just ask, “Am I up or down?” Ask, “Am I still on track?”…

  • 15 minutes

    Lexington – Client Letter, April 2026

    Bruce P. ThompsonWealth Manager, Executive Director As Lexington Wealth Management becomes Hightower Signature Wealth, I will be continuing at the practice in an emeritus capacity, but the time has come for me to pass the torch for future investment letters into the capable hands of our firm’s research group. After penning client letters for thirty-five…