Southern Point Investment Partners Logo_
  • About Us

  • Mission

  • Team

    • Jimmy Shiver
    • Todd Shiver
    • Jared McGahee
    • Greg Bright
    • Stephanie Whittington
    • Olivia King
    • Jo Pate
    • Bart Shiver
  • Contact

  • Client Login

  • Media

    • Two Minute Tuesday's
    • Photos
    • Blog
    • Events
  • Start Now

    • Start Now
  • More

    Use tab to navigate through the menu items.
    • Facebook Social Icon
    • Twitter Social Icon
    • LinkedIn Social Icon
    • YouTube Social  Icon
    • All Posts
    • Getting Started
    • Your Community
    Search
    ETF vs Mutual Fund
    Olivia Royal
    • Aug 22, 2019
    • 2 min

    ETF vs Mutual Fund

    Mutual funds have been a part of investor’s plan for many years. In recent years, ETFs (short for Exchange Traded Fund) have risen as a...
    23 views0 comments
    Financial Mistakes to Avoid in Your 50's
    Olivia Royal
    • Aug 16, 2019
    • 2 min

    Financial Mistakes to Avoid in Your 50's

    The decade before retirement is especially vital for retirement preparation, however many people in their 50’s do not take advantage of...
    23 views0 comments
    Finances After Divorce
    Olivia Royal
    • Aug 8, 2019
    • 2 min

    Finances After Divorce

    With 50% of marriages ending in divorce, not every person gets the happily ever after they dreamed of. While this is a difficult time...
    19 views0 comments
    Managing Your Old 401(k)
    Olivia Royal
    • Aug 1, 2019
    • 2 min

    Managing Your Old 401(k)

    Its common for employees to contribute to their employer sponsored retirement plan, such as a 401(k). Leaving a place of employment can...
    9 views0 comments
    Starting an Emergency Fund
    Olivia Royal
    • Jul 25, 2019
    • 2 min

    Starting an Emergency Fund

    Unfortunately, accidents happen all the time. A variety of situations can suddenly arise that impact your financial state such as medical...
    12 views0 comments
    Save Money on Pets
    Olivia Royal
    • Jul 18, 2019
    • 2 min

    Save Money on Pets

    We all know that dog is a man’s best friend, but your best friends can put a dent on your bank account. According to the APPA, Americans...
    36 views0 comments
    Buying vs Renting
    Olivia Royal
    • Jul 11, 2019
    • 2 min

    Buying vs Renting

    For many years, buying a home in America was a symbol of success and the American dream. Recently, this perspective has shifted along...
    15 views0 comments
    Paying for College
    Olivia Royal
    • Jul 2, 2019
    • 2 min

    Paying for College

    While summer is in full swing, school is creeping just around the corner. For some, this means returning to their campus or making the...
    17 views0 comments
    Healthcare in Retirement
    Olivia Royal
    • Jun 27, 2019
    • 2 min

    Healthcare in Retirement

    While planning for retirement, many investors are forgetting a very important, costly factor; healthcare. While Medicare covers a portion...
    22 views1 comment
    Protecting Your Information Online
    Olivia Royal
    • Jun 19, 2019
    • 2 min

    Protecting Your Information Online

    We live in a time where we can virtually do anything online. From depositing checks with apps to tracking fitness goals, we are moving...
    18 views0 comments
    The 3 A's of Saving
    Olivia Royal
    • Jun 12, 2019
    • 3 min

    The 3 A's of Saving

    Whether you’re an experienced investor or just getting started, there are factors that need to be considered during each stage of saving....
    17 views0 comments
    Save Money While Traveling
    Olivia Royal
    • Jun 6, 2019
    • 2 min

    Save Money While Traveling

    Now that summer is in full swing, many Americans are packing the car (or plane) up to take a summer vacation. Whether you’re going down...
    25 views0 comments
    Build That Credit!
    Olivia Royal
    • May 31, 2019
    • 2 min

    Build That Credit!

    Whether you realize it or not, your credit score is an important component of your personal finances. If you have a low credit score, or...
    22 views0 comments
    ESG Investing
    Olivia Royal
    • May 24, 2019
    • 2 min

    ESG Investing

    With increasing pressure to be more responsible for how we treat ourselves, others, and the world, the financial industry is keeping up...
    22 views0 comments
    Common Student Loan Mistakes to Avoid
    Olivia Royal
    • May 15, 2019
    • 2 min

    Common Student Loan Mistakes to Avoid

    Now that you have your degree and job, it is time to start paying back student loans. While this may appear as a daunting task, look at...
    19 views0 comments
    Cutting Down on Summer Spending
    Olivia Royal
    • May 1, 2019
    • 2 min

    Cutting Down on Summer Spending

    It appears money is spent a lot quicker when summertime rolls around. With temperatures and gas prices rising, it is important to...
    12 views0 comments
    Financial Literacy Month
    Olivia Royal
    • Apr 15, 2019
    • 2 min

    Financial Literacy Month

    Since 2003, each April has marked Financial Literacy Month. This time is to be focused on expanding your financial education. Without...
    17 views0 comments
    Marriage & Finances
    Olivia Royal
    • Apr 1, 2019
    • 2 min

    Marriage & Finances

    When you think of marriage or weddings, finances are not one of the initial thoughts one may have. Starting a life together includes...
    14 views0 comments
    Investing Crash Course
    Olivia Royal
    • Mar 15, 2019
    • 2 min

    Investing Crash Course

    The world of investing may appear unknown or even scary to people. The power and potential of investing has been demonstrated time after...
    18 views0 comments
    Spring Cleaning Your Finances
    Olivia Royal
    • Mar 1, 2019
    • 2 min

    Spring Cleaning Your Finances

    The first when hearing “Spring Cleaning,” is usually tidying our house, but what about our filing cabinets? Before you add this year’s...
    43 views0 comments
    1
    2
    3

    ​

    We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, CA, FL, GA, NC, NV, PR, SC.

    ​

    Securities offered through LPL Financial. Member FINRA/SIPC. Investment advisory services offered through NewEdge Advisors, LLC, a registered investment adviser. NewEdge Advisors, LLC and Southern Point Investment Partners are separate entities from LPL Financial. NewEdge Advisors, LLC (“NewEdge Advisors”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where NewEdge Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past Performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors unless a client service agreement is in place The content of this website is developed from resources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult your legal or tax professionals for specific information regarding our individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.