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Thursday, August 31, 2023

In my experience as a financial professional, I have found no financial product to be more polarizing than an annuity. Some folks love them, but others consider annuity to be a bad word. Even financial advisors of different types seem...

Thursday, January 26, 2023

The New Year always seems to bring a change of some sort, from beginning a new health regimen to becoming more intentional with your finances by developing a spending plan. This year, retirement savers have gotten an added wrinkle to...

Tuesday, August 9, 2022

Politicians, economists and talking heads alike continue to debate whether we have entered a recession. Recessions have been officially declared by the National Bureau of Economic Research, a committee of economists who defines a...

Tuesday, March 1, 2022

We often hear from folks that are looking to maximize their savings opportunities prior to retirement. Perhaps you are already taking full advantage of employer retirement plan contributions, contributing all you can to IRAs and Roth...

Saturday, January 1, 2022

If you have filled up your gas tank or bought the family groceries it has been hard to ignore the rising prices. This has spilled over to many consumer and household goods as well due to strong demand and continued bottlenecks in the...

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Wednesday, December 1, 2021

The end of the year is often one of the busiest times for our advisors both professionally and personally. Additionally in 2021, we continue to monitor pending legislation that could have a major impact on our clients. The Build Back...

Thursday, July 1, 2021

Just the other day at a social gathering, I was met with a question one might ask a financial advisor. "Where is the market headed from here?" I gave my usual answer: "My educated guess is up, over the long-term." But this time it...

Saturday, May 1, 2021

Regardless of if you are a recent graduate, mid-career professional, approaching or in retirement I would offer the same advice for life: "Don't get too comfortable." My experience has shown that the most rewarding and beneficial...

Thursday, April 1, 2021

Bernie Madoff, who swindled thousands of investors to the tune of over $10 billion by way of his infamous Ponzi Scheme, passed away last week while serving a 150-year prison sentence. [1] While Madoff has become known as one of...

Thursday, March 25, 2021

With renewed concerns over higher future tax rates, Roth IRAs are being given a closer look by many investors. As the tax code can be a landmine to navigate, there are a number of traps to avoid with regards to Roth IRAs. We take a...

Wednesday, July 1, 2020

While the The Coronavirus Aid, Relief, and Economic Security Act (aka the CARES Act) did postpone the deadline for tax filing from April 15th to July 15th, those taxes will soon become due. For those that may be feeling the pinch from...

Monday, May 18, 2020

It is human nature to try to make sense of the unknown. In this time of great uncertainty, it is not surprising that some investors may be tempted to try to use perceived market patterns or indicators to their advantage. This can take...

Thursday, March 19, 2020

During this current period of isolation and shared sacrifice, it is important to remember what we can do to avoid cabin fever and stay connected with our friends, family and community. Below are 5 ways to avoid the cabin fever blues...

Wednesday, December 18, 2019

In 2020, retirement planning is expected to experience the first major shakeup since the Pension Protection Act of 2006. The Setting Every Community Up for Retirement Enhancement Act (SECURE Act) was attached to a bipartisan spending...

Thursday, November 21, 2019

I regularly hear stories from clients regarding their earlier investing experiences, particularly about the days when rates that were available on CD's and bonds were much higher. While the U.S. faced two recessions in the early 1980's...

Thursday, August 15, 2019

Early on in my career, I took an interest in bond investments and particularly the role that they play in a sound portfolio. While many advisors were more interested in finding the next hot stock, I would scour bond inventories and...

Friday, February 15, 2019

Visionary Horizons was fortunate enough to add Nick Hughes, CFP® to our team at the beginning of 2019. Nick will be servicing his clients from his office in Chattanooga, TN. Here, in his own words, is his reason for being in our...