Expert CFPs Supporting Your Financial Goals

Written By ProffittGoodson

Choosing the right financial advisor is an important step toward building a secure future, especially in a vibrant community like Knoxville. Proffitt & Goodson has earned recognition among the financial advisors in Knoxville by offering personalized, client-focused financial planning and advisory services.

As one of the financial advisors in Knoxville, the firm operates under strict fiduciary standards, which means every recommendation prioritizes your best interests. This commitment to integrity forms the foundation of their trusted relationships.

Proffitt & Goodson’s services extend across comprehensive financial planning, covering areas such as retirement, tax strategies, and estate considerations. This breadth of experience places them among the financial planners in Knoxville, delivering holistic solutions designed for your unique goals.

For those seeking financial advisor in Knoxville, the firm stands out by combining professionalism with an approachable, educational style. They take time to explain options clearly, empowering clients to make informed decisions without relying on forecasts or guarantees.

A cornerstone of Proffitt & Goodson’s team is their Certified Financial Planners (CFP) and other professionals. Recognized as a CFP in Knoxville and included in the CFPs in Knoxville, these planners bring specialized knowledge and a client-first philosophy to their work.

Clients searching for CFP in Knoxville appreciate the firm’s warm, clear communication and dedication to building lasting partnerships based on trust.

By integrating fiduciary responsibility with a collaborative planning process, Proffitt & Goodson supports clients throughout every stage of their financial journey. Their approach helps navigate complexities with assurance and clarity.

Whether you are new to financial planning or seeking to refine an existing strategy, Proffitt & Goodson offers ongoing guidance tailored to your evolving needs.

Knoxville residents looking for a financial advisor in Knoxville or professional financial planner find in Proffitt & Goodson a firm that balances deep experience with genuine care.

Choosing Proffitt & Goodson means partnering with advisors who value transparency, education, and personalized service—key qualities for making sound financial decisions.

For those seeking among the financial advisors in Knoxville and financial planners in Knoxville, Proffitt & Goodson offers a trusted, welcoming resource to help achieve your financial goals.

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Featured
Trump Account Updates
Trump Account Updates

When Congress created Trump Accounts as part of the One Big Beautiful Bill Act last year, most of what we could tell clients was theoretical. That's no longer true.

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The Trouble With Being Too Right
The Trouble With Being Too Right

Markets faced a more challenging environment in July, with global equities essentially flat and bonds under pressure. The MSCI ACWI Index, which represents developed and emerging markets, gained 0.08% for the month. Within the U.S., the S&P 500 declined 0.1% and the Nasdaq fell 3.2%

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Planning for the Slowest Tax Hike in American History
Planning for the Slowest Tax Hike in American History

There's a version of retirement that looks exactly like success. The mortgage is paid off. The accounts are funded. Social Security is coming in. The portfolio is generating income. By almost any measure, it's what decades of careful planning were supposed to produce. And then the tax bill arrives.

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A Mid-Year Review
A Mid-Year Review

Few six-month stretches contain a war, a record-breaking rocket-maker's stock offering and a semiconductor boom all at once, but 2026 has managed it without breaking stride. The S&P 500 returned 10%, its best half-year since the pandemic snap-back of 2020.

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Giving While Living: A More Meaningful Way to Pass Down Wealth
Giving While Living: A More Meaningful Way to Pass Down Wealth

The strong stock market of the last several years has left many families in a position they may not have expected. Years of saving, investing, rising home values, and market growth have created more wealth than some parents and grandparents ever thought they would have.

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Higher Yields, Better Signals
Higher Yields, Better Signals

One of the more important recent market developments was the renewed volatility in interest rates. Long-term Treasury yields moved sharply higher during the month, with the 30-year U.S. Treasury yield briefly reaching its highest level in nearly two decades before settling back below 5%.

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SpaceX IPO: Exciting Company, Difficult Price
SpaceX IPO: Exciting Company, Difficult Price

One of the most innovate and influential startups of all time is about to go public at a record valuation, but is now the right time to buy? According to Bloomberg, SpaceX is expected to enter the public market at a $1.77T valuation ($135 per share), which would make it the 8th largest company in the world by market capitalization.

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Broadening the Horizons: What to do About Stock Market Concentration
Broadening the Horizons: What to do About Stock Market Concentration

The S&P 500 has long served as a cornerstone of the investment world, broadly representing a large portion of the U.S. stock market. However, increased concentration in a handful of large, tech-driven companies, such as Nvidia, Apple, and Microsoft, has raised doubts as to whether the index continues to function as a truly diversified benchmark. And if that was not enough, SpaceX, OpenAI, and Anthropic could soon join the index with possible record-setting IPOs later this year.

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A Month That Defied Headlines
A Month That Defied Headlines

Few investors would have predicted it entering April. Markets were navigating an active military conflict in the Middle East, oil prices near multi-year highs, and genuine uncertainty about the economic outlook.

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Will vs. Trust: What’s the Difference and Which Do You Need?
Will vs. Trust: What’s the Difference and Which Do You Need?

When people start thinking about estate planning, the conversation almost always arrives at the same fork in the road: do I need a will, trust, or both?

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What a Will Actually Does (And What Happens if You Don’t Have One in Tennessee)
What a Will Actually Does (And What Happens if You Don’t Have One in Tennessee)

Most people know they should have a will. But when you ask what a will actually does, the answers tend to get vague, usually something like "it says who gets your stuff" or "it makes things easier for your family." Both of those things are true. Neither tells the full story.

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Staying Grounded in Uncertain Markets
Staying Grounded in Uncertain Markets

Recent weeks have been a reminder of how quickly the investment landscape can change. Geopolitical tension, market volatility, and shifting expectations have left many investors asking what comes next. It is exactly in periods like these that a disciplined, long-term strategy becomes most valuable. With that in mind, we want to take a moment to reflect on the markets, the questions investors are asking, and the principles that continue to guide our approach.

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Navigating Policy, Technology, and Geopolitical Risk
Navigating Policy, Technology, and Geopolitical Risk

If you tried to follow the markets in February, it may have felt like the ground kept shifting beneath your feet. One day the headlines were about tariffs, the next about artificial intelligence, and soon after about tensions in the Middle East.

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What Small Foundations Often Overlook in Their Investment Policy Statement
What Small Foundations Often Overlook in Their Investment Policy Statement

For many foundations and endowments, the Investment Policy Statement (IPS) starts life as a “set it and forget it” document—approved, filed away, and dusted off only when the committee changes or the markets get bumpy.

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Private Credit Under Pressure: Liquidity Risk Comes into Focus
Private Credit Under Pressure: Liquidity Risk Comes into Focus

Last summer, we wrote about the growing push to bring private equity, private credit, and hedge funds into individual portfolios. At the time, our primary concerns centered on cost, transparency, liquidity, and agency risk.

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Moves to Shrink Your 2025 Tax Bill
Moves to Shrink Your 2025 Tax Bill

If you are just now thinking about ways to reduce your 2025 tax bill, you’re not alone. Many taxpayers wait until they experience the sticker shock of their impending tax bill to take action. Fortunately, there are still a few smart, IRS-approved strategies that can help reduce your taxable income. 

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A New Fed Chair—What Matters Most for Investors
A New Fed Chair—What Matters Most for Investors

President Trump has announced his nomination of Kevin Warsh to succeed Jerome Powell as Chair of the Federal Reserve when Powell’s term expires later this spring. The decision ends months of speculation, but it opens a far more important discussion—about the future of monetary policy, the independence of the central bank, and what all of this actually means for markets and long-term investors.

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A Year to Appreciate
A Year to Appreciate

It is hard not to be struck by how resilient markets proved to be in the face of constant uncertainty. The year delivered no shortage of headlines—April’s tariff announcements, ongoing developments in artificial intelligence, the passage of the One Big Beautiful Bill Act, and a steady drumbeat of geopolitical and economic surprises. Yet through it all, investors were rewarded with another exceptionally strong year.

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The 2026 Roth Catch-Up Rule: The Glass Half Full Approach to a Tax Diversified Savings Plan
The 2026 Roth Catch-Up Rule: The Glass Half Full Approach to a Tax Diversified Savings Plan

Beginning this year, the SECURE Act 2.0 introduced a shift in how high-earning individuals make “catch-up” contributions to employer retirement plans. Traditionally, workers aged 50 and older could make catch-up contributions on either a pretax (traditional) or after-tax (Roth) basis, depending on their preference and approach to tax planning.

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Mercurial Market
Mercurial Market

November brought a brief bout of volatility across markets. Investors weighed concerns about AI-related stocks, the outlook for Fed rate cuts, and the impact of the government shutdown on economic data. By month-end, most asset classes stabilized, reinforcing an important message for long-term investors…

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Market Highs and Long-Term Discipline
Market Highs and Long-Term Discipline

All-time highs for stock markets are cause for celebration. We tally up our gains and pat ourselves on the back. But concurrently, a bit of apprehension follows. We know stock markets rise and fall, so it’s natural to wonder whether this is the turning point.

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The Great Gold Debate: Store of Value or Speculative Spark?
The Great Gold Debate: Store of Value or Speculative Spark?

As global markets climb to new highs, gold’s rally—surging more than 60% this year to above $4,300 per ounce—has caught the attention of investors worldwide. For many, it raises a familiar question: is this time different?

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How Some Brokerage Models Still Fail Investors in 2025
How Some Brokerage Models Still Fail Investors in 2025

Even in 2025, many investors are still unknowingly trapped in outdated brokerage models, paying high fees for complexity that serves no real purpose. Recently, we welcomed a new client who had worked with a well-known national brokerage firm.

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A Season for Reflection: Family Conversations About Wealth and Purpose
A Season for Reflection: Family Conversations About Wealth and Purpose

The holidays bring family together and often create quiet moments for conversations that do not happen during the rest of the year. Between catching up and celebrating, it can also be the ideal time to talk about what really matters: your family’s financial future.

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It’s the End of the Year as We Know It!
It’s the End of the Year as We Know It!

It’s hard to believe we are just twelve weeks from 2026. While the year is coming to a close, there is still plenty of time to ensure your finances end the year on a positive note. Consider several end-of-year planning opportunities if you want to minimize your tax bill, maximize your savings, and boost your financial health as we head into the new year.

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Navigating the Market’s Crosscurrents
Navigating the Market’s Crosscurrents

Market swings are an unavoidable part of investing — and this year has reminded us of that in full color. From tariff-related sell-offs to powerful rebounds, the ride has been anything but smooth. Yet these fluctuations are what make long-term investing work. Declines can open the door to better opportunities, while recoveries reward patience and discipline.

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Financial Foundations for the Next Generation
Financial Foundations for the Next Generation

Planning for a child’s financial future can seem daunting, given the vast array of savings and investment options. Each account type offers distinct features, tax incentives, and eligibility requirements, making some better aligned with specific objectives.

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Smart Money or Dumb Money?
Smart Money or Dumb Money?

Are some of the supposedly best managed, most informed investment funds really smart investors?  Last month, we discussed so-called alternative investments and their challenges for most investors.

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The Risk of Losing Central Bank Credibility — and How Portfolios Can Prepare
The Risk of Losing Central Bank Credibility — and How Portfolios Can Prepare

Over the past month, the White House has stepped up pressure on the Federal Reserve, seeking to influence monetary policy decisions. Traditionally, interest rate policy has been left solely to the Fed’s Federal Open Market Committee — a group of seven Senate-confirmed governors and a rotating set of eleven regional Fed bank presidents.

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Should Alternative Investments Be Part of Your Portfolio?
Should Alternative Investments Be Part of Your Portfolio?

Private equity, hedge funds, and private credit are increasingly marketed to individual investors, promising diversification, lower risk, and higher returns. But high fees, illiquidity, and opaque structures can mask significant risks—especially agency conflicts between managers and investors.

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