As workers return to the office after an extended Labor Day weekend, labor and employment are naturally front of mind. This is even more true for Jerome Powell and the members of the Federal Reserve Board of Governors. As the Fed’s battle against inflation appears to...
General Topics
Monitoring and Safeguarding Your Personal Information Following the Recent Data Breach: 5 Steps You Can Take
The U.S. Department of Defense recently announced that a major security breach has exposed nearly 3 billion personal information records. While the scope of the breach is still being assessed, authorities have confirmed that it involved unauthorized access to a...
National Dollar Day: Unchanging Bills and Timeless Investment Principles
As we commemorate National Dollar Day, it's fascinating to reflect not only on the currency itself but also on the enduring principles that guide wise financial decisions. One striking aspect of the U.S. dollar is its physical form: the dollar bill has remained...
Market Volatility and the Buffett Indicator: A Review of Current Market Levels
Mere days after the popular media began dusting off references to the famous “Buffett Indicator”, markets hemorrhaged trillions of dollars in market value as part of a global stock selloff. The immediate investor concern as clear as ever: is this a healthy correction...
What Happens to Your 401(k) When You Leave a Job?
Leaving a job can be an exciting transition, but it also brings with it a host of financial questions. One of the most important aspects to consider is what happens to your 401(k) when you part ways with your employer. Your 401(k) is more than just an account; it’s a...
Preparing for Diminished Capacity: How Can Financial Advisors Help?
As we journey through life, it's natural to plan for the expected: career milestones, family events and retirement. This preparation helps to set up our future selves and loved ones for success. However, what about the unexpected, like encountering diminished capacity...
Curating the Future of Your Estate
An Unnerving Topic If your local newspaper published your obituary today, would you read it? In 1888, this surreal scenario played out for an accomplished inventor and industrialist who found himself reading his own obituary while very much alive. A death did occur,...
Don’t Just Budget for Retirement, Budget for Fun
Summer in the Bluegrass state is fast approaching, but the fun and festivities associated with this warmer weather have been in full force for several weeks now. Being a Louisville native, the Kentucky Derby has always been my unofficial kickoff to summer. And with...
Moving my 401(k) to a new company
Hey Abby! I am switching jobs in the coming week and worried about my 401(k). What do I do with my current 401(k)? You should first make sure the decision you make is what’s best for you and we can help with that! The options listed below are the most common. Leave it...
Climates of Change: The Intersection of Presidential Elections and Financial Markets
A Day in the Life These professionals spend their days in a routine blending analysis and advocacy. They review the latest reports to prepare for the day ahead, collaborate with trusted advisors, closely monitor active threats, and always advocate for opportunity....