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ESOPs: The Basics of Employee Stock Ownership Plans
ESOPs: The Basics of Employee Stock Ownership Plans Daniel Laure, CFP®, MBA, RICP® February 4, 2022 A company that wants to supplement its employees’ salary with equity compensation can do so in a...
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The Benefits and Risks of Income Investing
The Benefits and Risks of Income Investing Daniel Laure, CFP®, MBA, RICP® February 4, 2022 Income investing is a strategy that seeks to provide investors with passive income from the assets they hold....
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Inflation, the Fed, Correction; Oh My!
Inflation, the Fed, Correction; Oh My! St. Louis, MO – February 9th, 2022 Key Observations Many markets entered a technical correction (defined as a 10 percent pull back or more) in January as headline...
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Variation on a Theme
Variation on a Theme St. Louis, MO – March 9th, 2022 Key Observations Positive macroeconomic news in early February was overshadowed by Russia’s invasion of Ukraine during the last week of the month....
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Negotiating for Workplace Benefits
Negotiating for Workplace Benefits Improve a job offer by thinking beyond your salary. Daniel Laure, CFP®, MBA, RICP® March 16, 2022 It’s a job seeker’s market. The Great Resignation, which began in...
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Hedging Against Inflation in Your Profile
Hedging Against Inflation in Your Profile Rising inflation is a concern among investors. Here are five ways to protect your investments. Daniel Laure, CFP®, MBA, RICP® March 16, 2022 Over the past...
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4 Tips to Help You Avoid Timing the Market
4 Tips to Help You Avoid Timing the Market Daniel Laure, CFP®, MBA, RICP® April 8th, 2022 Sudden ups and downs in the stock market can be hard to ignore. It’s common to get the urge to sell when you...
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Get a Jump Start on Your 2022 Taxes
Get a Jump Start on Your 2022 Taxes Daniel Laure, CFP®, MBA, RICP® April 8th, 2022 As you’re finishing up your 2021 tax return, you may be thinking your tax work is done until next spring. But getting...
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Market Review: When Hawks Cry
Market 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...
View ArticleVisionary Wealth Advisors Announces New Investment Committee Members
Visionary Wealth Advisors Announces New Investment Committee Members St. Louis, MO – June 23, 2022 —Visionary Wealth Advisors is pleased to announce the addition of two new members to the Investment...
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Reassessing 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...
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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...
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...
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...
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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...
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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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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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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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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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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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