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

Family Financial Partners

Articles

The Best-laid Plans…

Lately, we’ve seen something of a tale of two markets. The Nasdaq, which comprises primarily technology and biotech companies, has actually rebounded. The Dow Jones Industrial Average and the S&P 500, which are made up of more traditional industries that require in-person gatherings, are down. It’s an interesting study in haves and have-nots. This is why we always tell you to diversify your investments, folks, and we have been actively adjusting your portfolios since March as we’ve followed the current events.

Overwhelmed? Our Team is Here.

When it comes to financial planning and investing, it’s easy to put money into your work 401(k) or investment account, and buy the indices. When the economy is roaring and the markets are up, they typically follow. On the financial planning side of the equation, when we’re seeing markets that seem to only go up, it’s simple. It just comes down to you saving money, and that pot increasing until you’ve reached the amount you need to retire. And honestly, I’m all for that type of market! I mean, who wouldn’t be?

Checking in with Our Team

In recent weeks, we’ve been talking about some of the things you, our friends and clients, have been doing to keep connected during quarantine. We also shared Senior Partner David Smyth’s ideas for dating in captivity, and of course he’s also enjoying lots of projects with his three boys. Today, we wanted to check in on some of our other team members and how they’ve been spending their time at home.

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.

Scroll to top