December 18, 2019 Nick Hughes, CFP® 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 spending bill which is expected to reach the President’s desk later this week. If […]
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 bonds were much higher. While the U.S. faced two recessions in the early 1980’s, it would seem to be much […]
Which Bond is Your Favorite? By Nick Hughes, CFP® Early on in my career, I took an interest in bond investments and particularly the role that they play in a sound portfolio. While many advisors were more interested in finding the next hot stock, I would scour bond inventories and keep an eye on short-term […]
Good afternoon, I wanted to take a minute to introduce you to Tyler Morrow. Tyler has been an adviser for almost five years and holds the CERTIFIED FINANCIAL PLANNER™ certification. He has been with Visionary Horizons since 2018. His specific areas of expertise are in tax planning, as he’s been a financial adviser in […]
