Doug Horn

• Dotting the I’s and crossing the T’s of estate planning Published 03/08/2010 at 10:31 a.m.

  Estate Planning has been the topic of many of my weekly articles. Whether it is high on the priority list or not, the financial impact of a missing or out-of-date estate plan can be considerable. Just because an estate plan ...

• Creating sources of income Published 03/01/2010 at 10:08 a.m.

  Whether you are retired or thinking about retirement soon, the creation of income will most likely be on the top of the list. Now that the paycheck is gone and social security is not filling the gap, retirees must create ...

• The A, B, C’s of mutual funds Published 02/22/2010 at 10:04 a.m.

  With mutual funds so prevalent in investor’s portfolio today, it is amazing how many are not aware of the differences in share classes. While there are share classes other than, A, B, and C these are the most common, although ...

• Flying high or about to crash -- Revisited Published 02/15/2010 at 11:39 a.m.

  It has been a little over a year since I first wrote “Flying High or About to Crash.” Clearly, last January the economy and investor were in a different state of mind than they are today. At that time, the ...

• Is financial planning like going to the dentist? Published 02/01/2010 at 10:32 a.m.

  As I was wrapping up for the week and getting ready to head home for what the weather people are saying will be a long weekend of staying inside due to a massive storm, I looked back at my first ...

• The new tailwinds of regulations and its potential impact Published 01/25/2010 at 2:13 p.m.

  The current administration wants to move forward with changes in the regulations governing many of the country’s financial institutions, as stated by President Obama Thursday of last week. While I believe anything can be improved, I also believe something as ...

• Estate planning rules - anybody’s guess Published 01/19/2010 at 11:08 a.m.

  At the last meeting of the East Tennessee Financial Planning Association Chapter, members were updated on current estate planning issues by Anne M. McKinney, Esquire, a recognized Knoxville legal authority on estate taxes. Per the IRS’s web site, this tax ...

• 2010: Resolutions Published 01/11/2010 at 12:48 p.m.

  Seems the hottest topic today is whether this is “two thousand and ten,” or “twenty-ten.” My response is “twenty-ten.” While this seems uncomfortable to say for many, most likely this is because we are accustomed to saying eighteen or nineteen ...

• 2009 - Year in review Published 12/28/2009 at 2:15 p.m.

  For almost the first quarter of 2009, everyone was wondering just how bad it will get. Shopping for the luxury items just about came to a standstill. The number of cars being sold slowed to a pace not seen in ...

• Three overlooked areas for estate planning consideration Published 12/21/2009 at 12:55 p.m.

  As the close of another year approaches, this may be the ideal time to make sure all estate planning documents are in order and everything has been included. Estate Planning has been my topic for several weeks, and there seems ...

• Money Matters: Investment performance after a recession Published 10/29/2008 at 1:46 p.m.

  Last week I discussed that once the market had hit bottom, it was okay to start investing again. As you all know, the bottom is something that is confirmed by the rearview mirror, rather than something that can be known ...

• Money Matters Published 10/22/2008 at 6 p.m.

  If you have sold out of the market during this extreme downturn, that most likely means you have taken a loss. It may also mean you are no longer in the market to participate in the recovery, once the markets ...

• Money Matters Published 10/15/2008 at 3:12 p.m.

  A friend in the financial industry provided the following quote to me, and while it may take more than one time through to truly understand its meaning, it describes the current market and many similar times we have had before ...

• Money Matters: Congress passed the bailout: So where is the recovery? Published 10/08/2008 at 6:17 p.m.

  While Congress passed the $700 billion asset purchase plan (bailout plan), the markets barely paused before wiping out the day’s gains and ending lower. What is missing? The legislation is passed, but the money is not flowing yet and the ...

• Money Matters: Managing investments in the midst of a crisis Published 10/01/2008 at 6:16 p.m.

  What can I say or what should I say when the financial markets may be facing what some have said is the worse financial crisis since the ‘Great Depression’? Do not panic! And I say it again, “Do not panic.” ...

• Money Matters: Violatile times in the market Published 09/24/2008 at 6:40 p.m.

  In the future, 2008 may be looked upon as the starting point of significant changes to our economy and how many of our financial transactions are handled. During this year, such names as Bear Stearns, Countrywide Financial, Fannie Mae, Freddie ...

• Money Matters: Daily financial decisions do impact financial future Published 09/03/2008 at 6:09 p.m.

  There are many financial decisions we make daily or monthly that impact our financial future, but many fail to realize the significance of these decisions. We often forget they impact our finances or do not give them a second thought. ...

• Money Matters: Beneficiary review - worth the time and effort Published 08/27/2008 at 7:37 p.m.

  When was the last time you made certain all of the beneficiary statements you have created are still appropriate? If you are like most of us, the answer is, “I am not sure when the last time I did a ...

• Money Matters: Year-end tax planning can be beneficial at mid-year Published 08/13/2008 at 6:14 p.m.

  Hint of fall arrived this week with cooler morning temperatures. High school as well as college football players are gearing up for the season. School zones are flashing once again. There is nothing happening that says it is time to ...

• Money Matters: Storm Season: Are there lessons to learn from facing loss? Published 08/06/2008 at 6:13 p.m.

  As we head into prime hurricane season and brace ourselves for news stories and video footage from the coasts, I always wonder about the folks who live in those target areas…how do they carry on in the face of storm ...

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