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 [...]
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 [...]
