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The Unique Advantages of Health Savings Accounts
The Unique Advantages of Health Savings Accounts These tax-advantaged savings accounts can help you cover your health care expenses Daniel Laure, CFP®, MBA, RICP® September 9, 2021 A health savings...
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The 2021 Child Tax Credit: An Overview
The 2021 Child Tax Credit: An Overview The tax give-back for parents of young children is different in 2021 Daniel Laure, CFP®, MBA, RICP® September 9, 2021 Every year, the Child Tax Credit reduces the...
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Summer Rain Feeds the Equity Market
Summer Rain Feeds the Equity Market September 2021 Key Observations Equity markets largely shrugged off headline risks through the month and posted positive The S&P 500 Index has returned over 20...
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Katie Martin Named Investment Committee Chairperson for Visionary Wealth...
Katie Martin Named Investment Committee Chairperson for Visionary Wealth Advisors St. Louis, MO— October 5th, 2021— Katie Martin, CFA, CFP®, has been named the Investment Committee Chairperson for...
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How Diversifying Your Portfolio Can Mitigate Risk
How Diversifying Your Portfolio Can Mitigate Risk Daniel Laure, CFP®, MBA, RICP® October 6, 2021 Risk is an inherent part of investing. After all, no one can control the losses or gains of a particular...
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Evaluating Your Executive Stock Options
Evaluating Your Executive Stock Options Daniel Laure, CFP®, MBA, RICP® October 6, 2021 As part of your compensation package, your company might offer you stock options to supplement your salary. While...
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Visionary Wealth Advisors names Ted McNulty as Retirement Plan Committee...
Visionary Wealth Advisors names Ted McNulty as Retirement Plan Committee Chairperson St. Louis, MO — October 13, 2021 — Ted McNulty, CFP®, AIF® has been named the Retirement Plan Committee Chairperson...
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Giving Back During the Holidays
Giving Back During the Holidays Daniel Laure, CFP®, MBA, RICP® November 17, 2021 The holiday season is a popular time to reflect on the past year and donate to causes you care about. Donations not only...
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Should You Make Early Withdrawals from Your 401(k)?
Should You Make Early Withdrawals from Your 401(k)? Daniel Laure, CFP®, MBA, RICP® November 17, 2021 Your 401(k) is a tax-advantaged retirement account built to help you save more for retirement....
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Visionary Announces Partnership with Fiducient Advisors
Visionary Announces Partnership with Fiducient Advisors St. Louis, MO – November 18th, 2021 – Fiducient Advisors has been added to Visionary Wealth Advisors’ toolbox of resources to help our clients...
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Markets Unfazed by October Frights
Markets Unfazed by October Frights Equities overcome inflationary pressures and prospects of tighter monetary policy. St. Louis, MO – November 22nd, 2021 Key Observations Equity markets rebounded in...
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Year-end Financial Considerations
Year-end Financial Considerations Katie Martin, CFA, CFP® December 3, 2021 With the end of the year fast approaching, it’s important to remember there are a few financial deadlines that come along with...
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Why You Need an Evolving Financial Plan
Why You Need an Evolving Financial Plan Daniel Laure, CFP®, MBA, RICP® December 3, 2021 Financial planning is not a set-it-and-forget-it activity. Rather, financial plans are ever-evolving based on...
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3 Tips for Evaluating Portfolio Performance
3 Tips for Evaluating Portfolio Performance Daniel Laure, CFP®, MBA, RICP® December 3, 2021 Building a portfolio is a big effort. It requires considering your goals, time horizon, and risk tolerance....
View ArticleMarkets Pause as a New COVID Variant Emerges and the Fed Strikes a Hawkish Tone
Markets Pause as a New COVID Variant Emerges and the Fed Strikes a Hawkish Tone St. Louis, MO – December 9, 2021 Key Observations Global equity markets took a step back in November, with investors...
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Nine Moves to Consider Before Year-End
Nine Move to Consider Before Year-End St. Louis, MO – December 14, 2021 Year-end planning could prove more challenging in 2021, given continued uncertainty over tax reform. The social safety net and...
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5 Tips for A Financially Strong 2022
5 Tips for A Financially Strong 2022 Daniel Laure, CFP®, MBA, RICP® January 5, 2022 The start of a new year is a great time for introspection and evaluating the areas of your life you want to improve....
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How Rising Interest Rates Impact Investments
How Rising Interest Rates Impact Investments Daniel Laure, CFP®, MBA, RICP® January 5, 2022 In an attempt to control inflation, the Federal Reserve has signaled its intention to raise the federal funds...
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Creating Financial Peace of Mind
Creating Financial Peace of Mind Katie Martin, CFA, CFP® January 7, 2022 The beginning of a new year serves as a good time to pause, reflect on the past 12 months, and look forward to what we’re hoping...
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Navigating Moderation
Navigating Moderation St. Louis, MO – January 10th, 2022 Our 2021 Outlook “Poised for Growth” did a fair job encapsulating last year as markets, economies and inflation (the current favorite word in...
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