Category

Financial
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...
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// 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....
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//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...
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// Financial Advice Isn’t Just for the Wealthy // By: Taylor Haney Have you seen that commercial with people walking around with large numbers floating over their heads? You know, the “retirement number” commercial? I know many of you see these numbers and read about the millions of dollars you need for retirement, but the...
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// You’re Retired? Don’t Make These Common Mistakes // By: Taylor Haney   In my nearly 10 years in the investment and financial planning industry, I’ve seen my fair share of retirement mistakes.  We’re all aware of the mistakes people make when planning for retirement – not saving enough, missing your employer match, bad investment...
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Disclosure

  • 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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