1792 Alysheba Way, Suite 201, Lexington, KY 40509
FINRA | Broker Check | SIPC

Month: May 2017

If We’ve Told You Once …

In a perfect world, where everyone knew exactly what they should do with their finances and made perfect financial decisions, there would be no need for you to use a financial planning team. The reality is, however, that we all live in an imperfect world, where all of you are very intelligent and highly skilled at something…other than financial planning.

Summer Budgeting For Students

It’s graduation time in the Bluegrass, that exciting period when all the local colleges and schools are graduating a whole bunch of kids. Whether it’s kindergarten, middle school, junior high, high school, college or beyond, every one of these newly minted graduates, no matter their age, has a future so bright they’ve gotta wear shades!

Consolidating? Things to Consider First

It’s that time of year when caps and gowns are being packed away and newly minted college graduates have walked across the stage and into the real world here with the rest of us. Many of those students – and their parents and grandparents – will soon start paying off student loans, and will likely be thinking about consolidating some of them to make things a little more manageable.

Picking a Winner

Over the last few weeks, I’ve seen a lot of you at Keeneland enjoying the beautiful Kentucky spring while we watch the races. Even if I invited you out and you weren’t able to make it, I think we can all agree spring in the Bluegrass is truly a wonderful time of year. One question that always comes up, whether we’re talking about the financial markets or the horse races at Keeneland, is “What do you think Dave?”

Scroll to top