Insights to Help You Plan with Clarity
Explore articles, market updates, and practical insights designed to help you make confident financial decisions, stay informed through changing markets, and plan for what matters most.
- All
- Financial Planning
- Lifestyle
- Tax & Retirement
- Investments & Markets
Congratulations to Katelyn Felker, CFP®
August 10, 2026
Please join us in congratulating Katelyn Felker on officially earning her CFP® certification.
Read More →
Keeping Capital Gains Taxes in Perspective
August 3, 2026
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.
Read More →
Fed Decision, AI Earnings, and Oil Market Developments
August 3, 2026
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.
Read More →
What Recent Market Volatility May Be Telling Us
July 28, 2026
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 ...
Read More →
The Life Skill That Changes Everything
July 27, 2026
Financial literacy is one of life’s most valuable skills. Discover why it matters, what recent research shows, and how your knowledge compares.
Read More →
Markets Face a Reality Check
July 21, 2026
Markets lately have felt like the summer storms we've been having here in Kentucky. You know the type.
Read More →





