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...
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...
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....
People often ask me to recommend a good book on financial planning. That is no small task … just look at the shelves at your local library or favorite bookstore: there are thousands of titles to choose from. I find that the...
A Tale of Perseverance and Chance The year was 1951 at Hamburg Farm in Lexington, KY, where a newborn foal faced a precarious start, struggling to breathe following a difficult birth. The legendary horseman, John A. Bell III, took a remarkable step, administering a...
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...
From Golden Shores to Digital Frontiers In the mid-19th century, the California Gold Rush transformed the landscape of opportunity, drawing thousands westward with dreams of wealth glittering on the horizon. As prospectors flocked to the promise of untold riches, the...
Hey Abby! I'm looking into different investments that best suit my needs. What investment options are available at American Trust Wealth? Great question! We use an open architecture platform, which allows access to over 20,000 investment options. This gives us the...
Retiring Soon? Read These Six Tips on Retirement From Happily Retired 80-Year-Olds Many of our clients have retired recently, and many more plan to join them in the next couple of years. In fact, more than 11,000 Baby Boomers per day will transition to retirement in...
I’ve been researching financial firms lately and I see a lot of acronyms. AIF, CFP, CEFEX…I can’t keep up with them all but I have to ask — are they really that important? Are these certifications something I should be looking at? This is a great question and I can...