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OUR INSIGHTS

Back-to-School: Planning Ahead for Education Costs 09.12.25
Back-to-School: Planning Ahead for Education Costs 09.12.25
The One Word That Defines 2025 07.08.25
The One Word That Defines 2025 07.08.25
What the Fed’s Summer Pause Means for Your Retirement Plan 06.24.25
What the Fed’s Summer Pause Means for Your Retirement Plan 06.24.25
Mid-Year Financial Checkup: 6 Smart Moves to Make Before Summer Ends 06.23.25
Mid-Year Financial Checkup: 6 Smart Moves to Make Before Summer Ends 06.23.25
Can I Retire During a Volatile Market? 05.27.25
Can I Retire During a Volatile Market? 05.27.25
Kentucky Retirement FAQs 05.23.25
Kentucky Retirement FAQs 05.23.25
Volatility Creates Opportunity 04.03.25
Volatility Creates Opportunity 04.03.25
Uncertainty Rules 03.12.25
Uncertainty Rules 03.12.25
Market Melt-Up 01.21.25
Market Melt-Up 01.21.25
Never Bet Against the American Consumer 07.05.24
Never Bet Against the American Consumer 07.05.24
What A Difference A Year Makes 04.16.24
What A Difference A Year Makes 04.16.24
We Didn’t Light It, We Tried To Fight It 01.11.24
We Didn’t Light It, We Tried To Fight It 01.11.24
WealthSouth Lex Today Staycation – 08.18.23
WealthSouth Lex Today Staycation – 08.18.23
The Beginning of the End? – 07.12.23
The Beginning of the End? – 07.12.23
Understanding Client Intent Is The Most Critical Phase of the Engagement Process – 05.16.23
Understanding Client Intent Is The Most Critical Phase of the Engagement Process – 05.16.23
2023: The Same, But Different – 04.13.23
2023: The Same, But Different – 04.13.23
New Client Portal Coming April 10
New Client Portal Coming April 10
Why Should Tax Planning be part of my Financial Plan? 03.03.23
Why Should Tax Planning be part of my Financial Plan? 03.03.23
Secure 2.0 What to expect 02.07.23
Secure 2.0 What to expect 02.07.23
Bears, Inflation & The Fed 01.10.23
Bears, Inflation & The Fed 01.10.23
The Financial Planning Process: Start Early to Reap the Benefits 11.04.22
The Financial Planning Process: Start Early to Reap the Benefits 11.04.22
What Is A Trust? Four Things You Should Know 10.06.22
What Is A Trust? Four Things You Should Know 10.06.22
Five Things You Should Ask A Financial Advisor 09.13.22
Five Things You Should Ask A Financial Advisor 09.13.22
How Inflation Impacts Your Investments 09.08.22
How Inflation Impacts Your Investments 09.08.22