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 [...]
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 [...]
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 [...]
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.  While Madoff has [...]
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.