Market Insights – A Review of 2019 and a Preview of 2020 On January 17, Roger Kiger presented our Semi-Annual Market Review and Outlook. Please click here to register and watch the recording. Please submit any questions to firstname.lastname@example.org, and we’ll answer them promptly. Read More
December 18, 2019 Nick Hughes, CFP® 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 bill which is expected to reach the President’s desk later this week. If...Read More
The Search for Income in Retirement November 21, 2019 Nick Hughes, CFP® 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, it would seem to be much...Read More
Which Bond is Your Favorite? By Nick Hughes, CFP® 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 keep an eye on short-term...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