Financial Advisor: Mike Nelson

Financial Advisor: Mike Nelson

Financial Advisor: Mike Nelson's cover photo

Rebounding Economy Boosts Stocks

In June, the unemployment rate dropped to 6.1% -- its lowest in nearly six years. The economy also created more jobs than expected. Stocks have been reaching record highs due to better economic growth, rising earnings and improving optimism.

Top 5 Myths About the Fourth of July!

Happy Independance Day.... today!! America's independence was actually declared by the Continental Congress on July 2, 1776. The night of the second the Pennsylvania Evening Post published the statement:"This day the Continental Congress declared the United Colonies Free and Independent States."

Making Sense Mondays: 529 Plan

Are you sending a child to college in the future? Today we look at one way to help make that possible: a 529 plan. These education savings plans are designed to help families set aside funds for college costs. This article discusses 9 ways to make the most of a 529 plan.

Today's Top 5 Investor Questions

Can the stock market continue to rise? In this video, Investment Strategist Kate Warne addresses this and other common investor questions. Kate will also discuss if we are due for a stock market correction, and when interest rates may rise.

Making Sense Monday – Beneficiary Designations

Today's Making Sense Monday article discusses the importance of choosing beneficiaries. This means selecting a person/institution to receive the assets in your account upon your death. One of the easiest ways to make sure your assets go to the right people is to list them as beneficiaries.

Making Sense Monday - IRA

Whether retirement is a few decades away or just a few years, a personal savings plan called an IRA (individual retirement account) can help motivate you to set aside money by offering tax advantages. This week's Making Sense Monday article discusses the differences between two types of IRAs, Roth and traditional.

Do you know how you're paying for education?

Like you tell your children, it's important to do homework. In your case, this means developing a strategy to help pay for their education. This report helps you consider ways to save, financial aid and investment options and how to balance education savings with other important goals.

Top 10 Investor Questions

Are you wondering when interest rates might rise? Investment Strategist Kate Warne gives us her take. Here are the top questions investors raise – and our answers.

Four Tips to Spend Your Summer Wisely

Looking forward to some summer fun? I am, too. Here are 4 tips to balance this season's spending with your long-term financial goals. #whatsimportanttoyou Summertime is a great time to make sure you're still on track toward reaching your financial goals.

Sneaky Ways To Get Better Gas Mileage

I drove 1500 miles last week. Wish I would have seen this article sooner. Ten easy steps to save at the pump.

Make Time for a Financial Review

A great time to schedule a financial review might be during the lazy days of summer. We should meet at least once per year to ensure your current needs and priorities are reflected in your portfolio. #whatsimportanttoyou Changes are always occurring in the markets and your life, so it's important to review your investments regularly.

.... except dropping out of school to become a tattoo artist. This looks pretty cool if you're a baseball fan. The Dry Town Boys of Roane County take on the Knoxville Holstons this Saturday at noon at historic Ramsey House.

Kick Your Retirement Savings Into High Gear

Need to amp up saving for your retirement? Try these three tips from Forbes. Forbes gives ideas to help boost your retirement savings.

Strong May Job Growth: More Support for Rising Stocks

The economy has finally recovered all the jobs lost during the Great Recession. The U.S. added 217,000 jobs in May, and the unemployment rate remained at 6.3%.

Focus on Your Retirement Vision

You might be looking forward to retirement, but have you considered exactly how you'd like to spend that time? Here are some questions you should ask yourself. Make sure to enjoy your retirement years to the fullest by clearly defining your vision.

Common Investor Questions

Is the economy improving? Investment Strategist Kate Warne addresses this question and nine others in the following report. Markets have been confusing in 2014, and uncertainty is rising. Here are a few of the common questions investors would like answered.

Tactical BBQ Gift Pack

Even in the Zombie Apocalypse you have to be ready to grill at a moments notice. For the dad who has everything this Fathers Day. A handful of tools for those who love the cookout.

PowerPoint Backgrounds

Here's a great tech tip on Powerpoint for noobs like me (and some of you). 15 hours of free training in just 5 minutes a day. 180 free computer technology tips that will teach you basic computer skills in just 5 minutes a day

Father's Day and Your Financial Strategy

This Sunday is a great day to honor dads for all they do. If you're a dad, it can be an important time to consider how to keep protecting your family through your financial strategy. #whatsimportanttoyou Certain risks to your financial strategy will always need to be addressed – but some risks may change depending on your life stage and current goals.

[06/10/14]   You never truly understand something until you can explain it to your grandmother.

Firefly viewing returns to the Smokies

Firefly viewing returns to the Smokies.

Millions of fireflies are in the Great Smoky Mountains National Park and they put on quite a show for visitors. 6-4-14

6 signposts for a great career decision - BizWomen

Are you a professional woman looking to leave your job for a career? If you leave your job for a career, the risk could be worth it. But how do you tell a job from a career? As a professional woman considering a career change, you need to test drive a position to see how it handles.

The Financial Implications of Saying "I Do"

According to's annual Real Weddings Study, the average cost for a wedding in 2013 was $30,000. How much did you spend on your wedding? #whatsimportanttoyou Paying for a wedding can be a huge financial undertaking. Are you prepared?

[05/23/14]   Dr. Seuss wrote "Green Eggs and Ham" using only 50 different words. Seuss produced one of his most popular works on a bet that he couldn’t write a whole book in 50 or fewer words. Seuss won the bet and the only word in the book that is more than one syllable is "anywhere."

[05/23/14]   New Mexico State's first graduating class in 1893 had only one student—and he was shot and killed before graduation.

How To Nab A Job Using LinkedIn's "Who's Viewed Your Profile"

Here's a helpful LinkedIn tip. If you're looking for new job opportunities, you already know how important it is to have eyes on your LinkedIn profile. Now the networking site's new redesign gives you the tools to attract even more.

Americans are doing less of this one thing that will help you get a job

Looking for a career change? Consider volunteering your time and giving back to your community. Volunteer work can be incredibly valuable to your career, whether you're seeking your first professional job or a move into management.

Protect Yourself From Identity Theft

The Federal Trade Commission estimates that up to nine million cases of identity theft occur every year. Learn how to protect your credit rating and reputation.

Brighten Your Tax Outlook for Years to Come

Pay too much in taxes this year? This article discusses some steps you can take to help you keep more of what you earn. Here are a few tax-advantaged investment ideas.

The Arkansas School for the Deaf's nickname is the Leopards. The Deaf Leopards. Really.

[05/15/14]   The medical term for ice cream headaches (what my kid calls brain freeze) is sphenopalatine ganglioneuralgia. Spread that around the watercooler at work.

Making Sense Mondays: Dividends

A dividend is a payment from a company to its shareholders, historically based on its earnings. Dividends are usually paid quarterly in the form of cash and sometimes stock. Payments are in proportion to the number of shares an investor owns. This article discusses the benefits of dividend-growing stocks and when to use caution when examining companies that pay high dividends.

Making Sense Mondays: Corrections

A correction occurs when the stock market drops at least 10%. These types of declines historically happen about once a year and are not a reason to sell quality investments. When the market declines, stay calm, cool and invested – and consider your long-term financial goals.

I hope everyone had a great Mothers Day yesterday. Here's a pic of my mom (right) and her mom. Around 1962. Happy Mothers Day, Dixie Nelson!!

Market Update: Better News for Jobs and Stocks

In April, the unemployment rate hit its lowest level in more than four years. April's job gains were also the largest since January 2012. As the weather warmed, we've seen many signs of economic improvement.

[05/02/14]   According to the National Insurance Crime Bureau, the most commonly stolen vehicle in 2012 was the 1994 Honda Accord. Wow. I could think of so many other cars to steal.

[05/02/14]   According to Amazon, the most highlighted Kindle books are the Bible, the Steve Jobs biography, and The Hunger Games. Just a little something to share around the watercooler this afternoon.

[04/25/14]   We spend an average of over 15 hours per month (186 hours per YEAR!) just surfing Facebook.* How many hours last year did you spend planning your financial future and retirement? One? Two? None? Please share.

*Source: Browser Media, Socialnomics, MacWorld

Making Your Money Last

Did you know that there's a 50% chance the survivor of a 65-year-old couple could live to age 90? Check out this report that discusses how to build a sustainable retirement income strategy. We believe the foundation of your retirement income strategy should be built with lifetime income sources …

Making Sense Mondays: Long-term care insurance

Long-term care is the assistance you need when you are not able to do activities of daily living such as bathing or dressing. You can either incorporate these costs into your budget and “self-insure,” or transfer the risk to an insurance company. It’s important to help protect your loved ones from financial, physical and emotional burdens if you should require long-term care.

[04/21/14]   Name just one thing that's on your bucket list that you haven't completed.

Fighting Back: Mature Investors and Fraud

In our latest Edward Jones Perspective video, "Fighting Back: Mature Investors and Fraud," we discuss fraud detection and tips for protecting yourself. Consumer fraud seems to be everywhere these days. But does the risk increase as you get older?

Registration Page

"Waltz for Wishes," one of East Tennessee Make A Wish Foundations major fundraisers, happens April 26th at the Knoxville Downtown Marriott Hotel. We really could use some great silent auction items if your business would like to participate. Anything you feel is appropriate such as gift certificates, etc. Take a quick click and check out some of the sponsor opportunites then give me a call if you'd like to help. 865-936-3629. Customer Portal For Make A Wish Foundation of East Tennessee

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Knoxville, TN
Other Financial Planning in Knoxville (show all)
Andrew Rivenbark - Financial Services and Advising Andrew Rivenbark - Financial Services and Advising
408 N Cedar Bluff Rd Suite 253
Knoxville, 37923-3652

Andrew is in the relationship business. He seeks to provide you with the best advice and guidance to help you reach your financial goals.

The Mentzer Group, LLC The Mentzer Group, LLC
7632 Gleason Dr
Knoxville, 37919

Estate and Retirement Planning, A Registered Investment Advisor

Gregory A. Tilley, Ameriprise Financial Services, Inc. Gregory A. Tilley, Ameriprise Financial Services, Inc.
9724 Kingston Pike, Ste 1010
Knoxville, 37922

Financial Advisor, Ameriprise Financial Services, Inc

Richard Barbee - Financial Planning and Investments Richard Barbee - Financial Planning and Investments
9724 Kingston Pike
Knoxville, 37922

Your financial team for all needs simple to complex. We value you and your goals.

Northwestern Mutual - Knoxville Northwestern Mutual - Knoxville
110 Triplett Ln
Knoxville, 37922

Northwestern Mutual - Knoxville has consistently focused on one ambition: to do the right thing for the people who put their trust in us.

Slate, Disharoon, Parrish & Associates, LLC - Financial Advisors Slate, Disharoon, Parrish & Associates, LLC - Financial Advisors
9724 Kingston Pike, Suite 701
Knoxville, 37922

"FINANCIAL ADVISOR:" What is that? More than investing: Hospitality. Integrity. Objectivity. SDP's core values drive our culture & client experience.

Laura Osgood, RICP Laura Osgood, RICP
1111 Northshore Drive, Suite N-250
Knoxville, 37919

Associate Financial Advisor with Ameriprise Financial Services, Inc.

Marsh Wealth Management Marsh Wealth Management
504 Ebeneezer
Knoxville, 37923

Whether your vision for retirement includes freedom, security or adventure, our approach allows us to craft, and implement, a plan as unique as you are.

Oak Springs Wealth Management Oak Springs Wealth Management
6341 Middlebrook Pike
Knoxville, 37909

Oak Springs is committed to helping you build and preserve wealth. Our commitment is to you and your goals. We have a team that can address your asset investment needs and help navigate the liabilities that can drag down your personal financial situation.

Head Investment Partners Head Investment Partners
2280 Valley Vista Road, Suite A
Knoxville, 37932

Head Investment Partners is an independent, private wealth management firm committed to a Risk-Management Focused Investment Approach. Want to Learn More, Contact Us. We look forward to hearing from you!

C. Tim Mahoney, Registered Representative, with NYLIFE Securities LLC C. Tim Mahoney, Registered Representative, with NYLIFE Securities LLC
265 Brookview Center Way, Ste 102
Knoxville, 37919

I am a Financial Services Professional offering securities products and services through NYLIFE Securities LLC.

Edward Jones-Financial Advisor:Wendy Cherry Edward Jones-Financial Advisor:Wendy Cherry
4457 Kingston Pike
Knoxville, 37919

Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC.