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Congratulations to Katelyn Felker, CFP®

Please join us in congratulating Katelyn Felker on officially earning her CFP® certification.
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Keeping Capital Gains Taxes in Perspective

This educational video explores how capital gains taxes fit into a long-term investment strategy and why they should be weighed alongside other important financial considerations.
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Fed Decision, AI Earnings, and Oil Market Developments

A look at the week’s major market developments, including the Federal Reserve’s latest decision, technology earnings, geopolitical events, and factors that influenced market volatility.
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What Recent Market Volatility May Be Telling Us

Recent market volatility has prompted investors to take a closer look at AI spending, corporate earnings, and investor sentiment. Explore the factors contributing to the ...
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The Life Skill That Changes Everything

Financial literacy is one of life’s most valuable skills. Discover why it matters, what recent research shows, and how your knowledge compares.
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Markets Face a Reality Check

Markets lately have felt like the summer storms we've been having here in Kentucky. You know the type.
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