Andrew Mason

John Deglow joined the company as a Fiduciary Investment Advisor in 2016. He has over 25 years of financial planning and investment advisory experience working with financial advisors and high-net-worth clients. As Director of Wealth Strategies at Hilliard Lyons, Mr. Deglow built and managed the firm’s Financial Planning platform, helping many “investment brokers” become better comprehensive, client-centric financial advisors. He has also taught personal finance courses at Western Kentucky University and has spoken at various national conferences on financial planning topics.

 

Mr. Deglow received a BA degree in Molecular Biology from Vanderbilt University in 1988. He also holds the Certified Financial Planning and Accredited Investment Fiduciary designations.

 

Office Address: 2525 Harrodsburg Rd., Ste. 300, Lexington, KY 40504.

Financial Literacy for Kids: Why Starting Early Matters

Financial Literacy for Kids: Why Starting Early Matters

By Andrew Mason, CFP®, AIF®   When families come to us at American Trust Wealth, they are often thinking about retirement, building wealth or leaving a legacy. Our individual investor services cover everything from retirement planning to investment management,...

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New Year, New Rules: Key IRA and 401(k) Changes for 2025

New Year, New Rules: Key IRA and 401(k) Changes for 2025

Welcome to 2025! As we move into the next year, it’s time to review all things rule-related as it concerns your retirement plan and accounts. The Secure 2.0 Act has a few new rules to be aware of, as well as provisions that are designed to help individuals save more...

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Money and Happiness: Finding Bliss in Diversified Wealth

Money and Happiness: Finding Bliss in Diversified Wealth

I think it’s fair to say that at some point in each of our lives, we’ve heard the phrase “money can’t buy happiness”, or some version thereof. Usually meant as a cautionary comment against greed or those prioritizing money, the phrase has yielded some interesting and...

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Real Results in a Digital World

Real Results in a Digital World

Recently, I came across the idea of Financial Abstraction: the notion that as money becomes more of an idea and less tangible, it changes the way we interact with it on a regular basis. Adam Carroll, an internationally recognized financial literacy expert, discusses...

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Keeping It Simple

Keeping It Simple

The original idea behind the mutual fund was a basic one—allow investors to build and access a diversified portfolio without high trading costs. Now, almost 100 years later, there are over 10,000 mutual funds and ETFs available in the U.S. that span almost all asset...

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