Skip to content
865.690.1231 |Toll Free:  888.690.1231
  • Charity of the Month
Charity
Facebook page opens in new windowTwitter page opens in new windowLinkedin page opens in new window
 0

View CartCheckout

  • No products in the cart.

Subtotal: $0.00

View CartCheckout

Asset Planning Corporation – Knoxville, TN
Financial planning and investment strategy
Asset Planning Corporation - Knoxville, TN
  • Home
  • ABOUT
  • SERVICES
  • MEET YOUR TEAM
    • JOE OTTAVIANO, CFP®, CKA®
    • PAUL K. FAIN, III, CFP®
    • SUZANNE HORNICK, CFP®
    • KATHY PATTY, FPQP™
    • STEVE CARLSON
    • KEVIN MILLER
    • JAMES MORTON
    • RANDEE SCHOENIKE
  • FREE RESOURCES
  • CONTACT
  • BLOG
  • CLIENT PORTAL
    • ACCESS MY PORTAL
Astute Subscriber
  • Home
  • ABOUT
  • SERVICES
  • MEET YOUR TEAM
    • JOE OTTAVIANO, CFP®, CKA®
    • PAUL K. FAIN, III, CFP®
    • SUZANNE HORNICK, CFP®
    • KATHY PATTY, FPQP™
    • STEVE CARLSON
    • KEVIN MILLER
    • JAMES MORTON
    • RANDEE SCHOENIKE
  • FREE RESOURCES
  • CONTACT
  • BLOG
  • CLIENT PORTAL
    • ACCESS MY PORTAL

Tag Archives: certified financial planner

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

Balancing Act: Interest Rates

Blog, Current Events, InvestingBy Paul Fain, CFP®February 18, 2022

Balancing Act: Interest Rates Paul Fain, CFP®   “What are your IRAs paying?” asked my mother-in-law. Being extremely risk-adverse, and 93-years-old, she was referring to the prevailing interest rates on an IRA bank account or an IRA annuity. However, as I politely discussed with her (as she was preparing her famous beef stew), it is

It’s always a good time to audit your retirement income strategy

Blog, Investing, Retirement PlanningBy Paul Fain, CFP®January 28, 2022

It’s always a good time to audit your retirement income strategy Paul Fain, CFP®   Do you have enough money saved to retire? Are you financially independent from the need to earn a paycheck? This is some important math as the coronavirus pandemic has moved some workers into early retirement, voluntarily or involuntarily. Stated another

A look back at the shaky financial predictions in this wild year

Blog, Current Events, InvestingBy Paul Fain, CFP®December 29, 2021

A look back at the shaky financial predictions in this wild year Paul Fain, CFP®   Is it a Christmas miracle? Did the financial forecasters get it right in 2021? Well, Santa should probably have given coal to most of the pundits and prognosticators. For instance, one of the largest banking institutions predicted a 5% return

You are building your legacy right now

Blog, General PlanningBy Paul Fain, CFP®December 1, 2021

You are building your legacy right now Paul Fain, CFP®   What does the term “legacy” mean to you? A few weeks ago, I had the honor of being a mentor at the Financial Planning Association’s Residency program. Working alongside five colleagues and training 28 resident students (newer financial planners), we pondered some of the “deep

Rollercoaster markets don’t have to take you for a ride

Blog, InvestingBy Paul Fain, CFP®October 28, 2021

Rollercoaster markets don’t have to take you for a ride Paul Fain, CFP®   It is Disney World’s 50th anniversary. If your investment portfolio was a Disney ride, what would it be? Maybe Mr. Toad’s Wild Ride or Space Mountain? Despite the bumpy ride, most every theme park ride ends up where it started. In the third

Don’t let FOMO or a golfing buddy rule your investing decisions

Blog, InvestingBy Paul Fain, CFP®September 30, 2021

Don’t let FOMO or a golfing buddy rule your investing decisions | Paul Fain, CFP®   Where do you get the financial information upon which you base your investment decisions? If we are being honest, the answer for many people is probably: a family member, a cable television show, or a magazine or newsletter. “Well Paul, you

12345…
67891011121314151617
18
Asset Planning Corporation - Knoxville, TN

Copyright © 2016-2022 | Asset Planning Corporation | All Rights Reserved

Go to Top