REPLAY AVAILABLE: Ask the Experts – The Market and the Upcoming Election
There are many uncertainties in the market including the various possible outcomes of the upcoming elections. Sign in and watch the experts at Visionary Horizons use an unpolitical approach to answering your questions on what [...]
Fine-Tune Your Taxes for 2020 and Beyond
While the The Coronavirus Aid, Relief, and Economic Security Act (aka the CARES Act) did postpone the deadline for tax filing from April 15th to July 15th, those taxes will soon become due. For those [...]
REPLAY AVAILABLE: Visionary Horizons’ Investment Round Table
Sign in and watch the experts at Visionary Horizons answer your questions on what is happening in the market.
Does it Pay to “Sell in May?”
It is human nature to try to make sense of the unknown. In this time of great uncertainty, it is not surprising that some investors may be tempted to try to use perceived market patterns [...]
5 Ways to Manage Cabin Fever
During this current period of isolation and shared sacrifice, it is important to remember what we can do to avoid cabin fever and stay connected with our friends, family and community. Below are 5 [...]
REPLAY AVAILABLE: SECURE Act – New Pitfalls and Planning Opportunities for IRAs
Sign in and watch Nick Hughes present some of the most important changes impacting your IRAs from the new legislation known as the SECURE Act.
REPLAY AVAILABLE: Visionary Horizons’ 2020 Market Insights Webinar
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 [...]
The SECURE Act: A Major Shakeup for Retirement Planning
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 [...]
The Search for Income in Retirement
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 [...]
