Between industry news and personal experience.

With the economic stage set, I want to talk about four things that we have already done and are currently doing within your portfolio.

If you're near or at or in retirement, you may be starting to feel anxious. Can you be confident in the face of 7% inflation? It's a valid question to ask.

"Drama" is an accurate word to describe our current economic environment. We're seeing the effects of inflation, international conflicts, and a divided country take its toll on our landscape. But here at Vizionary, we still believe in a hopeful future for our 10, 20, and 30 year economic horizon. Here's Wayne Wagner Jr.'s take on why we can still be optimistic for what lies ahead.

In the past 20 years, our economy has seen 3 market drops of 30% or more. Understanding the market conditions (and mistakes) that caused them gives us insight into our current economic environment.

Recently we have been discussing higher market volatility as market participants attempt to understand the inflationary threat and the Fed’s response.

Let's take a few moments here at the beginning of the year to outline some areas regarding financial planning that you may want to consider reviewing here at the beginning of your 2022.

It's never too early to start looking at your tax obligations for the coming tax season. The information in this article is for the 2022 tax year, which most taxpayers will file in 2023.

January is Financial Wellness Month, a time to check-in with your financial strategy.

The tax season is officially here. If you haven't already, now is the time to get prepared.

A living trust may be a powerful tool in your estate planning toolbox. Learn more about what living trusts are and if they make sense for you.