Kevin on TV Teaching Students About Money

Kevin on TV Teaching Students About Money

(AMY SMOTHERMAN BURGESS/NEWS SENTINEL) --- Each January for the last two years, Kevin has taught a class at Maryville College to help students learn about financial planning. The class lasts three hours each day for three weeks and covers a variety of topics including...

Lessons from Q3 Market Returns

Lessons from Q3 Market Returns

In the video below, Kevin discusses market investment returns from Q3 2016 and some lessons Leading Edge Financial Planning sees in the data. Please remember that past performance may not be indicative of future results. Different types of investments involve varying...

The Value Leading Edge Financial Planning Brings

Leading Edge Financial Planning created the following video to detail the value we can bring to your financial life. First, Leading Edge Financial Planning is fee-only. Fee-only means we never accept commissions for the investments we recommend. Second, Leading Edge...

Using the Three-Goal Approach to Live Off Your Wealth

Using the Three-Goal Approach to Live Off Your Wealth

When transitioning from accumulating wealth to living off your wealth, there are many different ways to structure your financial plans. Many well-known financial planners write about the three-goal approach, also known as the three-bucket approach. The three-goal...

Five Steps to Avoid Running Out of Money in Retirement

Five Steps to Avoid Running Out of Money in Retirement

Did you know the average investor vastly underperforms the overall stock market as measured by the Standard & Poor’s 500 Index? The S&P 500 Index achieved an annualized return of 9.2% while the average domestic stock fund investor earned a 5% average annualized return. That difference can be devastating for your retirement savings.

Josh Ramsey

Josh’s interest in finance began with a high school business organization called DECA. As president of his DECA chapter, Josh competed in the Advertising Campaign competition and placed 1st at state competitions and in the top 10% at the international competitions. Josh attended Maryville College to obtain a Bachelor of Arts in Finance and Accounting, cum laude. Additionally, he served as an academic mentor, a role in which he tutored his peers, and the Student Government Association. Starting in August 2017, Josh will attend Vanderbilt University to obtain a Master of Accountancy. Josh joined Leading Edge Financial Planning in May 2016.