ARGI Insights

College Funding Choices

May 20th, 2021

How can you help cover your child’s future college costs? Saving early (and often) may be key for most families. Here are some college savings vehicles to consider.   529 college savings plans. Offered by states and some educational institutions, these plans allow you to save up to $15,000 per year for your child’s college Read more

2021 Retirement Confidence Survey

May 18th, 2021

Will your retirement dreams match your reality?   That’s perhaps the most critical question to ask people who are currently retired. Was your retirement what you expected, or was it something else?   For more than 30 years, the Employee Benefit Research Institute (EBRI) has conducted the Retirement Confidence Survey, which gauges the views and Read more

Measuring the Value of a Financial Professional

May 13th, 2021

What is a relationship with a financial professional worth to an investor? A 2019 study by Vanguard, one of the world’s largest money managers, attempted to answer that question.    Vanguard’s whitepaper, concluded that when an investor works with a professional and receives that level of investment advice, they may see a net portfolio return Read more

A Bear’s Paws

May 6th, 2021

Why would some investors want the stock market to go down? The U.S. stock market is near its all-time highs and many analysts suggest it’s overvalued significantly. So, the above question seems odd doesn’t it? Or is it? Investors are optimistic. They put money at risk in hopes it will go up in value – Read more

Retirement Seen Through Your Eyes

May 4th, 2021

How do you picture your future? If you are like many contemplating retirement, your view is likely pragmatic compared to that of your parents. That doesn’t mean you must have a “plain vanilla” tomorrow. Even if your retirement savings are not as great as you would prefer, you still have great potential to design the Read more

How to Form an LLC in Kentucky

April 29th, 2021

Individuals interested in starting their own business, such as a consulting company or rental property, should strongly consider forming a Limited Liability Company (LLC) through which to operate. Fortunately, forming one in Kentucky is relatively simple.   Creation The first step in forming a Kentucky LLC is to visit the KY One Stop business portal, Read more

Countdown to College

April 27th, 2021

As a parent, of course you want to give your child the best opportunity for success, and for many, attending the “right” university or college is that opportunity. Unfortunately, being accepted to the college of one’s choice may not be as easy as it once was. Additionally, the earlier you consider how you expect to Read more

Will inflation rear its ugly head?

April 22nd, 2021

In the past 50 years prices of goods and services have increased substantially. In 1972 a new home went for $25,200, a new car $3,560, a movie ticket for $1.50, and a dozen eggs for 45 cents.[1] Unfortunately, we all know those prices are no longer the case. For many of us, we’ve become accustomed Read more

Retirement Questions That Have Nothing to Do With Money

April 20th, 2021

Retirement planning is not entirely financial. Your degree of happiness in your “second act” may depend on some factors that don’t come with an obvious price tag. Here are some non-monetary factors to consider as you plan your retirement.   What will you do with your time? Too many people retire without any idea of Read more

What you should know about Cryptocurrencies and NFTs

April 15th, 2021

Bitcoin is at $58,000! An NFT Recently Sold for $69 Million! Should I Buy? At times certain new forms of investments attract a lot of attention. Over the past dozen years, Bitcoin, self-described as both an “innovative payment platform” and “a new kind of money,” has certainly been noticed among investors. In fact, over 4,000 Read more

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Louisville, KY 40245
502.753.0609

Cincinnati

100 E-Business Way
Suite 110
Cincinnati, OH 45241
513.842.1700

Bowling Green

1048 Ashley Street
Suite 301
Bowling Green, KY 42103
270.843.4115

Indianapolis

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Suite 170
Indianapolis, IN 46250
877.634.9757

Grand Rapids

607 Cascade West Parkway
Grand Rapids, MI 49546
844.476.2744

Elizabethtown

2901 Ring Rd

Elizabethtown, KY 42701
SCA 270.769.6371

270.990.9000

Paducah

4730 Village Square Drive
Suite 100
Paducah, KY 42001
270.443.8711

Bardstown

713 McDowell Blvd
Bardstown, KY 40004
502.348.1433

Atlanta

3625 Cumberland Blvd., Suite 1485
Atlanta, GA 30339
678.681.9518

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