Year-End Tax Planning Playbook
The end of the year is often one of the busiest times for our advisors both professionally and personally. Additionally in 2021, we continue to monitor pending legislation that could have a major impact on [...]
REPLAY AVAILABLE: VH Summer 2021 Roundtable
Five of our expert advisors share common questions being asked of them and provide their answers and guidance accordingly. Click here to watch now.
All in a Day’s Work
Just the other day at a social gathering, I was met with a question one might ask a financial advisor. “Where is the market headed from here?” I gave my usual answer: “My educated guess [...]
Don’t Get Too Comfortable
Regardless of if you are a recent graduate, mid-career professional, approaching or in retirement I would offer the same advice for life: “Don’t get too comfortable.” My experience has shown that the most rewarding and [...]
Don’t Fall Victim to the Next Bernie Madoff
Bernie Madoff, who swindled thousands of investors to the tune of over $10 billion by way of his infamous Ponzi Scheme, passed away last week while serving a 150-year prison sentence. [1] While Madoff has [...]
REPLAY AVAILABLE: VH Spring 2021 Roundtable
Five of our expert advisors share common questions being asked of them and provide their answers and guidance accordingly. Click here to watch now.
A Closer Look at Roth IRAs
With renewed concerns over higher future tax rates, Roth IRAs are being given a closer look by many investors. As the tax code can be a landmine to navigate, there are a number of traps [...]
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 [...]
