by Michael Raidt | May 18, 2022 | Advisors, Personal Stories
Regular readers, or those who know me have probably heard I am originally from Louisville, Kentucky. I’m not shy when it comes to talking about my hometown. When you’re born and raised in Louisville, you’re indoctrinated into the tradition of The Kentucky Derby from a...
by Michael Raidt | Apr 13, 2022 | Personal Stories
My father is a third-generation home builder in Louisville. I remember weekend days as a young child going to “check the jobs” with my dad. I was always excited when the “check” required more than a drive by. This meant I was able to go onto a jobsite and witness...
by Chip Workman | Mar 2, 2022 | Investing & Markets, Personal Stories
A little over a year ago, I set out on an experiment. App-based trading platforms, led by Robinhood, had exploded onto the scene. Investors, young ones in particular, poured into the app which in the early days of the pandemic saw accounts on its platform go from 7.2...
by Michael Raidt | Feb 2, 2022 | Advisors, Personal Stories
It’s likely you’ve noticed or experienced what is going on in the market for new and used cars even if you are not looking for a vehicle. Have you passed by a dealership with near empty lots? Did you hear the news story from last Spring of the Kentucky Motor Speedway...
by Chip Workman | Jan 26, 2022 | Financial Planning, Personal Stories
In what may be the very most cliché way to start a new year, my wife and I have started working with a virtual nutrition & fitness trainer the last few weeks in the hopes of shedding a few unwanted pounds. This isn’t a diet, per se. We’re not cutting carbs, eating...
by Jeannette Jones | Jan 5, 2022 | Effective Decision Making, Personal Stories
‘My siblings and I are concerned that our parents are being overwhelmed by charitable donation requests. They’re losing track of the groups they give to and how much they’ve already contributed, and it’s starting to impact their finances.’ ‘Mom took over managing her...
