// Adoption: How 3 Families Overcame the Financial Obstacles // By: Taylor Haney If you’ve clicked on this article, I hope it’s because I’ve piqued your interest. It’s not often that financial planning firms write about real life stuff. Well, we hope to change that. If you are a client of Visionary Horizons, or...Read More
// Robo Advisors: Whose Hand Are You Shaking? // Author: Taylor Haney I wouldn’t consider myself tech-savvy by any stretch of the imagination, but compared to my fellow advisors, I’d say I have somewhat of an edge. I’ve been fortunate enough to have relationships with three technology solutions in the wealth management space –...Read More
Dear VH friends and family, we wanted to follow up with some further information regarding the Equifax breach. We’ve received many calls and messages about the Equifax cybersecurity issue. Many folks have gone to the website https://www.equifaxsecurity2017.com/ and signed up for their free identity theft program. This is important to begin the process, but this...Read More
// Thoughts on the Equifax Hack // Author: Roger Kiger On July 29th, Equifax determined they had been hacked. Their internal investigation found no evidence of unauthorized activity on their core credit reporting database. But it may be years before the full extent of the incident is known. Therefore, they are offering identity theft...Read More
// What You Should Do vs What You Will Do // Author: Taylor Haney Photo: Pablo Garcia Saldana via Unsplash Have you ever received advice that’s practical, but not applicable–either by choice, habit or desire? I’ve received a lot of advice in my life. Some good. Some bad. And, some that felt like it...Read More
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