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.

So there are all kinds of rules of thumb running around the industry of how much you should have in bonds and conservative investments. We at Vizionary Wealth Management have worked relentlessly to derive a formula we believe works best for our clients to ensure your lifestyle, your needs, and your legacy.

How does converting money from my IRA to a Roth IRA impact my tax planning? Are there pitfalls along the way that can get me into heavier tax burdens?

Does your Financial Plan include "what's next?". Having a complete plan will help you be successful in your future planning. Make sure you are asking the right questions.

Let's talk about financial independence as opposed to retirement. Our clients are pursuing financial independence to be able to maintain the standard of living they choose. Which are you pursuing?

Today on Market Vizion, I want to give you my rationale for why I am optimistic about the state of the economy.