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“The Connelly Group” – Kent Kobernus and Elizabeth Connelly Awards
Visionary Wealth Advisors extends its congratulations to The Connelly Group for their outstanding dedication to clients. We are pleased to share that Elizabeth Connelly, J.D., CTFA, CISP, Partner...
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Seven Visionary Advisors Named 2024 Five Star Wealth Managers
Visionary Wealth Advisors is proud to announce that seven wealth management advisors have received the Five Star Wealth Management Award by Five Star Professional. Congratulations to Visionary...
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Five Visionary Advisors Named 2023 Five Star Wealth Managers
October 11, 2023 – Visionary Wealth Advisors is proud to announce that five wealth management advisors have received the Five Star Wealth Management Award by Five Star Professional. Congratulations to...
View ArticleSocial Security
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View ArticleRetirement Planning
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View ArticleEstate Planning
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May 2023 Market Review
Relief from the May-hem? All eyes remain on Congress as the June “x-date” approaches. Key Observations Market volatility persisted in May as investors try to digest potential Fed policy action in June...
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April 2023 Market Review
The Fed Effect The Impact of Higher Rates Are Taking Hold Key Observations Muted returns of broad market indexes for the month of April hide the churn underneath as the lagged and variable impact from...
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Visionary is Listed as one of St. Louis’ Largest Financial Asset Managers in...
St. Louis, MO, March 7, 2023 – Visionary Wealth Advisors is honored to be listed as the 17th St. Louis’ largest financial asset managers in 2023. Ranking for this list was based on the change in the...
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January 2023 Market Review
Market Start 2023 Off With a Bang Filter out the noise and stay the course. January 2023 Key Observations Broad asset classes rose higher off 2022 lows on cooling pricing pressures and the possibility...
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2023 Market Recap
2023 Outlook Goodbye TINA (There is No Alternative) – December 2022 Key Observations Our capital market forecasts increased across all asset classes, most materially in fixed income given the change in...
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November Market Review
A Pivot to Pause? Signs of peaking inflation and the potential for central bank moderation in 2023 pushed equity marks higher in November. Key Observations Risk assets rallied on the back of softening...
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Five Visionary Advisors Named 2022 Five Star Wealth Managers
November 10th, 2022- Visionary Wealth Advisors is proud to announce that five wealth management advisors have received the Five Star Wealth Management Award by Five Star Professional. Congratulations...
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October Market Review
Bear Hunting A firm stance on fighting inflation from Jackson Hole pushed markets lower as investors wrestle with the impact on the global economy. OCTOBER 2022 Key Observations Equity markets broadly...
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August Market Review
Fresh Mountain Air, Same Hawkish Stance A firm stance on fighting inflation from Jackson Hole pushed markets lower as investors wrestle with the impact on the global economy. Key Observations Markets...
View ArticleReassessing the Evolving Market Landscape
Reassessing the Evolving Market Landscape St. Louis, MO – June 28, 2022 — Mid-Year Market Review Key Observations: As outlined in our January 2022 Outlook – Navigating Moderation, we anticipated a...
View ArticleMarket Review: When Hawks Cry
A hawkish tone from the Fed leaves investors in a sad state. St. Louis, MO – May 10th, 2022 Key Observations The quick and material rise in interest rates had significant impacts across asset classes...
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Variation on Theme
Key Observations Positive macroeconomic news in early February was overshadowed by Russia’s invasion of Ukraine during the last week of the month. Markets were broadly lower, with real assets being...
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