Organizing Your Investments
At TN Wealth Management we have been able to materially improve the financial lives of many clients as a result of lower fees, lower investment costs, and using a diversified mix of common stocks instead of mutual funds.
To help you gauge your OWN performance, we're sharing our entire 7 year track record. Click Here to see it for yourself!
For 2025, you’ll see 198 accounts that averaged 36.3% net rate of return...by comparison, the DJIA was up about 13.0%. We had 151 accounts we’ve managed for at least 3 years, and the AVERAGE 3 YEAR Trailing Net Rate of Return is 19.3%. By comparison, the DJIA was up about 13.2%. We had 113 accounts we’ve managed for at least 5 years, and the AVERAGE 5 YEAR Trailing Net Rate of Return is 13.3%. By comparison, the DJIA was up about 9.4%. We had a total of 71 accounts we’ve managed for at least 7 years, and the AVERAGE 7 Year. Trailing Net Rate of Return is 16.7%. By comparison, the DJIA was up about 10.1%.
To learn more, listen to the The Organized Investor Podcast - specifically episode #25 - for a detailed explanation of how this information may help you materially improve your financial future.
*Past performance is no guarantee of future results and returns will vary depending on investment objectives and tolerance for risk.
We would like to offer you the opportunity to have a fully customized Morningstar report generted, at no cost or obligation, that will provide you with a complete snapshot of your investments and assets collectively. Because this report is based solely on your personal information, we will need your financial institution statements (i.e. brokerage account, bank account, annuity and retirement plan statements) to generate the data for this report. There are several ways to share your information with us, which we detail below.
In order to create the customized Morningstar report for you, which will allow us to collect the information we will need (ie. dollar amounts, ticker symbols, CUSIP #s) we will need your statements which can be shared several different ways.
A) Upload your documents to us using our secure Citrix Sharefile program with the "Upload Documents" button below.
B) Email them to us, which we do not suggest as email is not secure.
C) Using USPS or FedEx mail them to us.
D) Drop your documents by our office. Our address is 1111 Northshore Drive, #P-250, Knoxville, TN 37919.
After we have generated a personal report for you, we will set up a time to meet with you and discuss what the report showed and potential changes that can be made to assist you with having your investment affairs working for your best interests. Please take a minute to review the sample report we have provided below by clicking on the button "Morningstar Report Sample" to get an idea of what this customized report will look like.
Upload Documents
Click the button below to upload your most current investment, banking and annuity statements through our secure Citrix Sharefile program.
Morningstar Sample Report
Click the button below to review a sample of a Morningstar report. Your report will be fully customized based on your circumstances and at no cost or obligation.
Additional Resources for Organizing your Investments
DSIP List Performance
Click below to see the DSIP List Performance Results as of 12/31/23.
DSIP List - Historical
Click below to see the DSIP Historical Performance Metrics which includes annual dividend increases.
DSIP List - Rolling
Click below to see the DSIP Rolling Performance Metrics.
Equity List
Click below to see the Wells Fargo Research Equity List Performance report.
FundSource
Click below to see a sample of a FundSource Classic
Aggressive Growth Advisory Model.
Advisory Model Portfolio
Click below to see a sample of an
Allocation Advisors CAAP Plus Aggressive Growth Advisory Model.
