The Stupidest Investment Question Ever

Believe it or not, September is home to Ask A Stupid Question Day on the 28th! So in honor of Ask A Stupid Question Day, I conjured up a Diligent Advisor article. In fact, thank goodness for the inspiration because I had been struggling with dreaded writers block lately. I really had been asking myself […]

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Debunking Five Stock Market Myths

Looking back on all the financial scandals in the last 10 years or so, it’s amazing that investors still love the stock market! However, there is still a big portion of investors that don’t think it’s worth it to invest in the stock market. They’ve voted with their wallets too. There is an estimated $10 […]

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Pink Piggy Bank

Stop Using Your 401(k) As A Piggy Bank

Did you have a piggy bank as a child? I remember having a piggy bank in my room when I was a kid. You know the kind. It was a pink pig with a cute smile on its face. It had a stopper in the belly that you could easily pop open and dumb the […]

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3 Simple Steps To Financial Gratitude

September is home to quite a few unique days. On the 28th I hope you’ll celebrate national Ask A Stupid Question Day with me! On a more serious note, September 21st honors World Gratification Day. When I talk to people about financial or monetary gratification, I often get a weird look or comment. That’s because […]

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Sudden Wealth From A Legal Settlement?

First, let’s define a Life Event. A life event is a significant event that is either expected or a complete surprise that will change your life. It can also come with significant financial changes as well. A legal settlement is definitely a Life Event. In some cases, it has taken years to receive compensation for […]

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Fall in Kentucky

4 Forgotten Fall Financial Tips

Fall is my favorite time of the year! I love the weather and the change of seasons. Fall also is a busy time for me as a financial advisor. I have to prepare year-end reviews for clients, get required distributions completed and work on any tax strategies by December. Besides my financial winterizing for clients, […]

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Columbo Had His Questions, But He Never Hired a New Financial Advisor

I don’t know if you remember the 70′s television detective show Columbo. I may be showing my age even bringing it up! Peter Faulk starred as the L.A. homicide detective in the show. He was very messy and absent-minded. So the criminals usually underestimated him or thought him to be incompetent. Until he started his […]

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Business Succession

Sudden Wealth From The Sale of Your Business?

Sooner or later every business owner wants to retire or just sell his business. For a business owner this is a huge life event. Some are very sure of their decision, while others can be hesitant. They have worked hard for years on their business. Sweating the lean times, and hoping that things would pay […]

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divorce decree

Sudden Wealth From A Divorce?

Divorce is probably one of the most stressful things anyone can go through. It puts strain on your emotions, your family and your finances. I would categorize divorce as a Life Event. It will affect quite a few adults in their lifetimes. A Life Event is a milestone that happens in your life that causes […]

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Money Mumbo Jumbo: What’s The Difference Between Large and Small Cap Stocks?

Large cap, mid cap, small cap what does all this money mumbo jumbo mean? You’ve probably heard this technical jargon thrown around by my industry. Additionally, you’ve noticed it describing your 401(k) investments too. If you’re scratching your head wondering exactly what it means, you’re not alone. Let’s start with some definitions and a few […]

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