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Blog

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Bruce Hanks | Dec 9, 2021

The Art and Science of Asset Allocation

Finance
Investments
Many investors have heard the term “asset allocation” at one time or another. From the first time we sign up for a 401k plan at the office all the way through
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Bruce Hanks | Dec 7, 2021

What are your Portfolio Performance Expectations?

Finance
Investments
In the story of Alice in Wonderland, Alice arrives at a fork in the road and wonders aloud which road to take. A smiling Cheshire Cat appears and asks her what
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Bruce Hanks | Dec 2, 2021

Establishing Goals for Your Estate Plan

Finance
Most people think estate planning is only for wealthy people.  Certainly, the 55% of Americans who died without a will thought so, even though all of their
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Bruce Hanks | Nov 30, 2021

Intelligent Options for College Savings

Education
Finance
College
Savings
Family
If you are the parents or grandparents of a child of any age chances are good that the escalating costs of higher education are on your mind.
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Bruce Hanks | Nov 25, 2021

Are My Social Security Benefits Taxable?

Finance
Retirement
The quick answer is “it depends.”  But, for the 33 percent of retirees who now rely more heavily on their Social Security benefits to sustain their lifestyle
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Bruce Hanks | Nov 23, 2021

Financial Decisions Made Easy with Clearly-Defined Goals

Finance
One of the best illustrated instances of indecision occurs in the story of Alice in Wonderland in which Alice comes to a fork in the road and must choose a path
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Bruce Hanks | Nov 18, 2021

Are Investors Their Own Worst Enemy?

Finance
Investments
When it comes to investing, people can be their own worst enemy. Nearly all of the mistakes made by investors can be attributed to their behavior which is
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Bruce Hanks | Nov 16, 2021

Elections and the Stock Market: Much to Do About Nothing

Investments
It’s a presidential election year and with that comes the invariable stock market correlations seeking to predict election results or forecast the market’s
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Bruce Hanks | Nov 11, 2021

Social Security Facts for 2022

Retirement
Even if you're not ready to retire, understanding how you benefit from Social Security can help with your retirement plans.
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Bruce Hanks | Nov 9, 2021

Your Longevity Compounds the Inflation Risk of Your Retirement Income

Finance
Retirement
It has only been since the Baby Boomer generation began to cross the retirement threshold that we’ve had to seriously confront the new challenge of our
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A paper heart on a sting. There is a large tear down the middle, but it hasn't split the heart in half yet.
Bruce Hanks | Nov 4, 2021

Divorce and Retirement: Here’s What You Need to Know

Retirement
Savings
While divorce may be hard on your emotional wellbeing, you shouldn’t let it impact your retirement plans.
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Bruce Hanks | Nov 2, 2021

To Rollover or Not Rollover Your 401k Plan – It Depends

Finance
Retirement
One of the biggest decisions many of our clients face is what to do with their 401k plan when they leave their employer.
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We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.

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Lexington KY 40507

859-268-4425 
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Advisory services offered through Wealth Management of Kentucky Inc. a registered investment advisory firm.

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Investing involves risk, including the potential loss of principal.  No investment strategy can guarantee a profit or protect against loss in periods of declining values.  Opinions expressed are subject to change without notice and not intended as investment advice or to predict future performance.  Past performance does not guarantee future results.  Consult your financial professional before making any investment decision. 

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