Politicians, economists and talking heads alike continue to debate whether we have entered a recession. Recessions have been officially declared by the National Bureau of Economic Research, a committee of economists who defines a recession as “a significant decline in economic activity that is spread across the economy and lasts [...]
Our experts at Visionary Horizons gather to discuss the major trends in the market, and they help sort through the noise and provide a visionary path through the volatility. Click here to watch now.
One of the biggest decisions you will make in your estate plan is determining whom is best to serve in important roles such as executor, trustee, etc. While it is often best to name a family member to serve, this may not always be possible or even optimal. We recently [...]
We often hear from folks that are looking to maximize their savings opportunities prior to retirement. Perhaps you are already taking full advantage of employer retirement plan contributions, contributing all you can to IRAs and Roth IRAs (if eligible) but still have dollars you would like to stash away for [...]
Our experts at Visionary Horizons gather to discuss the major trends in the market, and they help sort through the noise and provide a visionary path through the volatility. Click here to watch now.
620 Mabry Hood Road, STE 102
Knoxville, TN 37932
P: (865) 675-8496
F: (865) 675-8499
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) and TD Ameritrade Institutional, a division of TD Ameritrade, Inc. (“TD Ameritrade). Both 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 80 State Street, Albany, NY 12207
Purshe Kaplan Sterling Investments and Visionary Horizons, LLC are not affiliated companies.
NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.
