Taylor Haney
  Missed our latest Lunch and Learn?  Click here to hear the audio captured from our last L&L on Assisted Living:  
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// Ask the Experts: Why Should You Have An Insurance Review?// By: Joe McCameron   Our expert for the topic today is Jonathan Creech of WCH Casualty.  I first met Jonathan in 2013 when I was interviewing for an agent position with WCH Casualty.  I’ve been in the insurance business since 1991, so I’ve met...
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  // Stock Market Volatility Got You Down? // By: Taylor Haney   To say 2018 has been a bit of a ride, would be an understatement.  I started this business in 2008.  This year’s market swings have been very similar to the ones I experienced in my first year in the business.  Volatility is...
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  // 401(k): Should You Be In A Target Date Fund? // By: Taylor Haney   If you’re reading this, there’s a pretty good chance you’re invested in a Target Date Fund (TDF) in your 401(k) at work. TDFs have become the “go-to” Qualified Default Investment Alternative for the majority of workplace retirement plans. But,...
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// Are the Talking Heads Right? // By: Taylor Haney Well, that depends. As it pertains to financial advice, you’d think this would be black and white and universal. That’s simply not the case. If I had a dollar for every time someone asked about what “this person said on TV” or what “that person’s...
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  • Visionary Horizons, LLC is a SEC Registered Investment Advisor located in Knoxville, Tennessee. Clients establish fee based accounts with a third party custodian, such as Charles Schwab & Co., Inc. (Schwab), TD Ameritrade Institutional, a division of TD Ameritrade, Inc. ("TD Ameritrade) or MTG, LLC dba Betterment Securities ("Betterment Securities"). All three firms are independent and unaffiliated SEC-registered broker-dealers and members of the Financial Industry Regulatory Authority ("FINRA") and the Securities Investor Protection Corporation ("SIPC"). These firms offer us services which include custody of securities, trade execution, clearance, and settlement of transactions.
  • Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211
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