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Month: April 2020

Thursday Thoughts: New Arrival

Expecting a baby or just experienced the arrival of your own bundle of joy? Make sure to join us this Thursday as we discuss how to embrace this life stage.

Learn more about our New Arrival Fee for Plan package.

Dating in Captivity

I want to start my thought by saying thank you for all the feedback we’ve received over the last few weeks from you. One thing we’re all wondering is, what will everyone do first once it’s deemed safe to venture out and recirculate? I know what’s on the minds of many of you ladies I’ve heard from – the nail salon! Some have said their perfect day would be getting their nails done, a massage, drinks with friends and dinner with their boyfriend.

Thursday Thoughts

David Smyth, CLTC discusses some of your most pressing questions and a market outlook during this turbulent time!

Thursday Thoughts: 5 Things You Can Control

David Smyth, CLTC and Alex Roig discuss “5 Things You Can Control”… in a pandemic!

Thursday Thoughts: Q&A With Alex & Dave

In this Q&A with Alex and Dave, they answer many of your top financial questions during this season, and give you some of their thoughts on the trajectory of this crisis.

In the video, they’ll address topics such as:
  • Next steps and reopening the office
  • Trends developing from the pandemic
  • How to determine if a business will survive the pandemic
  • What we’re looking for in companies we follow
  • What we’re learning personally from the pandemic
  • What’s next

We hope you’ll also watch our Thursday Thoughts: 5 Things You Can Control.

5 Things You Can Control

If you’re a W2 employee working from home for the last month-plus, you might be worrying more and more about unemployment as time goes on. Uncertainty can drive just about anyone crazy.

Life After Lockdown

It’s spring in the Bluegrass, and of course, I actually had it on our marketing calendar for the year to talk about March Madness and Kentucky’s championship team (we can just go ahead and claim the title, right?). I would have talked about my spring break trip to visit my sister in the UK and Ireland, and how good it felt to give her a hug for the first time in seven years.

The Good, The Bad, The Ugly

We all know there’s a lot going on right now, and one thing I’ve been thinking about lately is that, in previous market crashes, there’s been someone bad we could point the finger at. In 2008, there were the bankers and sleazy mortgage brokers who were handing out million dollar mortgages to people making $30,000 per year based on credit products that were dreamed up by hedge funds.

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