JOIN OUR NEWS STREAM

Keep up with the latest news in personal finance, investing from national sources and our own Leading Edge Financial Planning blog

The Leading Edge Financial Planning Blog.

Why Markets Crash  (VIDEO)

Why Markets Crash (VIDEO)

In this video Kevin adds to last week’s conversation about the complexities of investing in volatile markets. Kevin shares what occurs when markets crash and what you can do to prepare yourself, and your portfolio, for the next time it happens.

How Bonds Can Affect Your Investment Returns (VIDEO)

How Bonds Can Affect Your Investment Returns (VIDEO)

In this video, Kevin discusses the complexity of investment portfolio options. During periods of market volatility you may be surprised how bonds can affect your returns. Deciding what investment risk is appropriate for you is never an easy or simple decision. Furthermore, be cautious of standard portfolio “rules of thumb” as different individual circumstances may change the way you should invest.

We can help you consider all the variables and determine what is best for your situation. Call for a free consultation, 865-240-2292

Top Ten Retirement Mistake #3:  Not Having a Plan For The Best Time to Start Your Social Security Benefits

Top Ten Retirement Mistake #3: Not Having a Plan For The Best Time to Start Your Social Security Benefits

Charlie and Kevin discuss some of the factors that people in their early 60’s should consider before starting Social Security. What are the three most important considerations in order to make the best decision? We believe this decision must be part of your overall retirement plan or it could be a very expensive mistake!

Lessons for the Next Crisis

Lessons for the Next Crisis

It will soon be the 10-year anniversary of when, in early October 2007, the S&P 500 Index hit what was its highest point before losing more than half its value over the next year and a half during the global financial crisis…

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...