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Asset Planning Corporation – Knoxville, TN
Financial planning and investment strategy
Asset Planning Corporation - Knoxville, TN
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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™
    • STEVE CARLSON
    • JAMES MORTON
    • RANDEE SCHOENIKE
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Tag Archives: mutual funds

Investment Themes for the Next 10 Years

Blog, InvestingBy Paul Fain, CFP®July 1, 2021

Investment Themes for the Next 10 Years | Paul Fain, CFP®   When is the best time to invest in the stock market? What about now? Are stocks too over-priced? One of the U.S. stock market’s measures of value, price-to-earnings ratio, is running high by historical standards (37 today vs. 17 historically).  In other words,

When Is It Time To Sell A Mutual Fund?

Blog, InvestingBy Paul Fain, CFP®November 5, 2019

When is it time to unload a mutual fund? When is it prudent to stick with a poor performing fund? Certified Financial Planner Paul Fain has FIVE year-end house-cleaning tips for your mutual fund investments this week on WBIR. PAUL, WHY DO INVESTORS STICK WITH LOUSY FUNDS? “It was good to me once.” If you

WBIR: Mutual Funds and Star Ratings

Blog, InvestingBy Paul Fain, CFP®November 14, 2017

How do you select a mutual fund to invest in?  Well, for one thing, a recent article in the Wall Street Journal challenged the notion of relying on “star ratings” to make your picks.   WHAT IS THIS HULLABALU ABOUT THE STAR RATINGS ON MUTUAL FUNDS? Morningstar research rates funds from 1-star (low) to 5-star

Knoxville News Sentinel: How Does a Financial Planner Invest?

Blog, InvestingBy Paul Fain, CFP®March 26, 2017

Have you ever wondered if a chef eats his own cooking? Does a doctor take her own medicine? Or, do financial planners invest in the same strategies they recommend to investors? Recently, a vice president at Morningstar, an investment research firm, wrote about his personal investment portfolio. His asset allocation is basically 93 percent stock, 4 percent cash,

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