// 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,...Read More
// 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...Read More
January 2018 – Insights 2017 was a great year for the stock market. The S&P gained about 19% while the Dow Jones Industrial Average was even higher. It’s not very often the stock market has a positive gain in every month of the year. The bond market finally saw some price drops due to several...Read More
// Tax Reform and Financial Planning// By: Visionary Horizons Team 1/25/18 Editor’s Note: the end of the blog post indicated that CPAs would be presenting at our Tax Forum. This is no longer the case. Tax professionals will be attending the forum for ancillary questions. The Tax Forum will be presented by Visionary Horizons advisors....Read More
//401k: Don’t Know What To Buy? Let Us Help// Author: Taylor Haney Many financial advisors do not help their clients with their company retirement plan. Burdensome compliance and the inability to keep up with plan investment options prevents most advisors from giving their clients advice on one of their most important assets. Visionary Horizons aims...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