1792 Alysheba Way, Suite 201, Lexington, KY 40509
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Month: June 2021

No Suit, No Tie, Life’s Good!

Here in Kentucky, our governor just announced the reopening of the state as of June 11, including masks now being optional. Throngs of people who apparently spent the last year hidden inside are now all out and about!

Biden’s Tax Plan & Your Portfolio

Many of you just filed your taxes within the last month, and during your discussions with your accountant, things may have turned toward the topic of Biden being president. His tax plan isn’t finalized yet, but if it gets through, we have addressed some strategic changes in the way we steward your assets.

Memorial Day & a Return to Normal

As we took time over the long Memorial Day weekend to spend time with our families and friends at backyard barbecues, at the lake or the pool, or simply on the patio, it reminded us of just how important it is to interact with people without a screen separating you.

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