American Trust Wealth is now part of Ascensus.
Ascensus has completed its acquisition of American Trust Wealth. Read the official press release for details.
The “golden ratio” is a mathematical concept that has influenced civilizations and cultures for centuries. Its direct influence ranges from the design of the Egyptian pyramids to modern-day database management and encryption. The first known mention of the golden...
In December 2022, President Biden signed into law SECURE 2.0 which contains a variety of changes to help strengthen the nation’s retirement programs. One of the provisions in the new law permits a 529 Plan account beneficiary to roll unused dollars from a 529 Plan...
The shortest day of the year is near. For some, the winter solstice is that day each year when the Earth’s northern hemisphere leans farthest from the sun, offers a mere 9.5 hours of daylight, and when, quite often, we first encounter those frigid winter temperatures....
November is a magical time around the American Trust office in Lexington, KY. Crisp autumn air engulfs the Bluegrass. Amber and saffron foliage blankets the horizon. The sweet smell of cracked corn and sour mash permeates the river valleys. And, this November, the...
Here’s a question I often pose to soon-to-be retirees: “What does it cost to be you?” The point of asking is to see if you know the cost of your lifestyle. My experience tells me most clients don’t know the answer. I then urge them to track their spending so...
Growing up, my friends and I were always asked, “What do you want to be when you grow up?” I wanted to be a starting point guard in the WNBA until 7th grade when my life ambition changed to becoming a professional volleyball player. Some answers from my peers...