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Asset Planning Corporation – Knoxville, TN
Financial planning and investment strategy
Asset Planning Corporation - Knoxville, TN
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    • JOE OTTAVIANO, CFP®, CKA®
    • PAUL K. FAIN, III, CFP®
    • SUZANNE HORNICK, CFP®
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  • Home
  • ABOUT
  • SERVICES
  • MEET YOUR TEAM
    • JOE OTTAVIANO, CFP®, CKA®
    • PAUL K. FAIN, III, CFP®
    • SUZANNE HORNICK, CFP®
    • KATHY PATTY, FPQP™
    • ADAM KORNEGAY
    • STEVE CARLSON
    • JAMES MORTON
    • RANDEE SCHOENIKE
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Tag Archives: certified financial planner

Examine your financial plans in the new year

Look for Happiness, Opportunities in the Midst of Adversity

Blog, Cash Flow Planning, General PlanningBy Paul Fain, CFP®January 20, 2023

Look for Happiness, Opportunities in the Midst of Adversity Paul Fain, CFP® “Happy New Year!” many people exult, but maybe you aren’t feeling it. There is a lot of uncertainty surrounding us as we head into the new year: inflation, war, investment volatility, a possible recession looming, waves of viruses. Many families are confronting life-threatening

For Some, Bonds are Like a Horror Movie

Blog, InvestingBy Paul Fain, CFP®November 15, 2022

For Some, Bonds are Like a Horror Movie Paul Fain, CFP® This year feels like watching a horror movie in the bond market. Van Helsing (the Federal Reserve) is combating Dracula (inflation), trying to put a stake (interest rate increases) through the cash-flow sucker’s heart. Only eight months into these aggressive rate increases, it is

Investors have questions about inflation, the possibility of a recession

Blog, InvestingBy Paul Fain, CFP®October 5, 2022

Investors have questions about inflation, the possibility of a recession Paul Fain, CFP®   What is on the mind of investors this month? Mostly concern. There is much negative chatter about inflation, recession and a double-dip bear market. Here are some of the frequent investor questions that I am hearing: ∎ “Is the bear market

Fair doesn’t always mean equal when distributing wealth

Blog, Estate PlanningBy Paul Fain, CFP®September 1, 2022

Fair doesn’t always mean equal when distributing wealth Paul Fain, CFP®   When the final bell tolls, how much money do you want to leave to your children? How much is too much? How much is too little? It is almost a rhetorical question since there isn’t a right or wrong answer. Years ago, I

The key to financial security? It comes back to budgeting

Blog, Cash Flow PlanningBy Paul Fain, CFP®August 8, 2022

The key to financial security? It comes back to budgeting Paul Fain, CFP®   A global economic slowdown and raging inflation have many households examining their spending choices. In good times and bad, budgeting is perhaps the most important tool to help you reach the goals in your personal financial plan. According to a 2020

Elder care hits hard; seek insurance advice and plan early

Blog, Elder Care PlanningBy Paul Fain, CFP®July 8, 2022

Elder care hits hard; seek insurance advice and plan early Paul Fain, CFP®   “Old age comes at a bad time! When you finally know everything, you start to forget everything you know.” (source unknown) The Grand Dame of our family (we’ll call her “Ella”), 93 years old, has had a rough past five years:

Inflation is challenging. Take a breath and re-balance your investment portfolio

Blog, InvestingBy Paul Fain, CFP®May 26, 2022

Inflation is challenging. Take a breath and re-balance your investment portfolio Paul Fain, CFP®   “I will survive!” sang Gloria Gaynor in the 1970s. Back then, it could have been a battle cry: Oil prices surged, inflation peaked at 14%, and the U.S. stock market plunged 45%. Almost 50 years later, we are facing challenges

Here are some smart financial planning moves for your spring ‘cleaning’

Blog, General PlanningBy Paul Fain, CFP®May 5, 2022

Here are some smart financial planning moves for your spring ‘cleaning’ Paul Fain, CFP®   A few weeks ago, we cleaned out and reorganized our bedroom closet and our garage. The annual spring ritual leaves us feeling better and a few dollars richer as we gave away some clothes, shoes and coats and sold some

War is emotional, but rarely impactful on company profits

Blog, Current Events, InvestingBy Paul Fain, CFP®April 11, 2022

War is emotional, but rarely impactful on company profits Paul Fain, CFP®   There is a humanitarian crisis in Ukraine. The loss of life is tragic and disturbing. And it is OK to wonder, “What does this mean for my investments?” Our financial planning firm recently hosted a current events webinar with Apollo Lupescu, Ph.D., vice president

Here’s how to keep your focus on the big picture during unsteady times

Blog, Current Events, InvestingBy Paul Fain, CFP®February 28, 2022

Here’s how to keep your focus on the big picture during unsteady times Paul Fain, CFP®   Here we are in 2022 and the world seems like a crazy place (again)! Armies on the move. Consumer prices reaching decade highs. The coronavirus pandemic continuing to impact our daily lives. What should be your next decision

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Asset Planning Corporation - Knoxville, TN

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