Lake Hills Wealth Management

Lake Hills Wealth Management Fee-only, fiduciary wealth management for Texas business owners and high-net-worth families. No commissions. No product sales. Austin & East Texas.

Advice that's legally required to be in your best interest. At Lake Hills Wealth Management, we are dedicated to growing your wealth with a purpose and helping you find the “why” behind your financial decisions. We understand that one size does not fit all when it comes to retirement planning and a personalized approach is necessary for you to grow your wealth.

06/17/2026

Inherited an IRA since 2020? The IRS just ended a four-year grace period — annual withdrawals are now required, and missing one carries a penalty of up to 25%.
For families with large IRAs, the real cost is ten years of forced withdrawals stacking onto your peak earning years. Here's how to plan ahead:

https://lakehillswm.com/inherited-an-ira-since-2020-the-free-pass-just-ended/

06/09/2026

If your charitable giving runs on autopilot, the 2026 rules just made that the most expensive way to give.
A bigger standard deduction, a new 0.5%-of-AGI floor, and a 35% cap for top earners all chip away at the tax benefit of writing a check. The fix isn't to give less — it's to give smarter. Donor-advised funds, appreciated stock, and IRA distributions can each recover most of that lost benefit.
We broke it all down here 👇
https://lakehillswm.com/most-families-still-write-checks-the-2026-rules-made-that-expensive/
For informational and educational purposes only. Not investment, tax, or legal advice. LHWM is an SEC-registered investment advisor.

06/03/2026

If one stock has grown into the biggest thing on your balance sheet — you're not alone, and you're not out of options.
We just posted a short piece on how we think through concentrated position risk, and the tools that can help without forcing a big tax hit all at once.
Worth a read if you're sitting on a big winner and not sure what to do with it. 👇
https://lakehillswm.com/when-one-stock-becomes-most-of-your-net-worth/

05/27/2026

PCE data drops Thursday morning and Wall Street will have hot takes by 9:30.
We'll read them. They won't change a single planning recommendation.
The moves that matter most for high-net-worth families this year don't shift because of a monthly inflation print. The brackets are set. The OBBBA passed in July. Roth conversions, RMD compression, IRMAA management, estate planning at $15M — these are structural decisions, not reactions to Thursday's number.
If your financial plan was built under the old tax code, it may be time to revisit the assumptions underneath it.
This week's Perspective → https://lakehillswm.com/pce-prints-thursday-heres-why-your-tax-planning-shouldnt-care/

05/19/2026

The 30-year Treasury yield just hit 5.19% — a level we haven't seen since 2007. At the same time, the S&P 500 is at all-time highs.
These two things happening together is historically unusual — and history has a few things to say about what tends to follow.
We looked at three prior episodes. The outcomes were completely different each time. That's the point.
We're not sounding an alarm. Our risk signals haven't triggered. But we are paying close attention to three specific signals that will tell us which direction this resolves.
New post on the site — worth a read if you have money in markets right now. →
https://lakehillswm.com/the-30-year-yield-just-hit-5-19-heres-what-history-actually-says/
For informational purposes only. Not investment advice. Past performance does not guarantee future results. Lake Hills Wealth Management is an SEC-registered investment adviser.

05/13/2026

Semiconductor stocks just had one of their biggest rallies in 30 years. In 43 calendar days, they surged 68% off the low. We looked at the three closest historical analogs — the 1998 crisis rebound, the 2000 dot-com peak, and the 2002 bear-market relief rally.

The forward returns were completely different from each other. One led to a 112% gain over the next year. One led to a 60% loss. One faded, then slowly recovered.

The takeaway isn't bullish or bearish — it's that the next 30 to 45 sessions will tell us more than the last 30 did. This is a risk-management moment, not a victory lap.

We broke it all down here: https://lakehillswm.com/when-semis-run-this-hard-history-says-the-next-phase-matters-most/

If you're wondering what this means for your portfolio, reach out — we're happy to talk through it.

For informational purposes only. Not investment advice. Lake Hills Wealth Management is an SEC-registered investment adviser. Full disclosures: https://lakehillswm.com/customer-disclosures/

Address

8601 Ranch Road 2222, Building 1, Suite 230
Austin, TX
78730

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 9am - 5pm

Telephone

+15125804740

Website

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