Hey Abby! I'm looking into different investments that best suit my needs. What investment options are available at American Trust Wealth? Great question! We use an open architecture platform, which allows access to over 20,000 investment options. This gives us the...
Courtney Brown
Six Tips on Retirement From Happily Retired 80-Year-Olds
Retiring Soon? Read These Six Tips on Retirement From Happily Retired 80-Year-Olds Many of our clients have retired recently, and many more plan to join them in the next couple of years. In fact, more than 11,000 Baby Boomers per day will transition to retirement in...
Certifications
I’ve been researching financial firms lately and I see a lot of acronyms. AIF, CFP, CEFEX…I can’t keep up with them all but I have to ask — are they really that important? Are these certifications something I should be looking at? This is a great question and I can...
Navigating the Currents of Active and Passive Management
Masters of Their Domain In the obscure world of high-stakes professions, there exists an elite group, whose members command salaries north of $700,000 per year. These individuals, akin to a specialized military unit, are deployed throughout the world on a moments’...
A Super Bowl Sized Lesson
On Sunday, February 11th, 2024, the Kansas City Chiefs and the San Francisco 49ers will face off to see who will become Champions of Super Bowl LVIII! It’s estimated that 200 million adults will tune in to the big game, and there is a reason so many people are...
Fiduciary Excellence 101: Best Practices for Committee Success
[This is the second post in a multi-part blog series that will cover best practices for committees that have fiduciary responsibility. The series will focus on the foundation of good governance from both an “art” and “science” perspective.] An important part of an...
A Leap Year to Surpass All Leap Years
Gastropods—the scientific name for slugs—are slow. In fact, they are even slower than “messages in a bottle” which have been documented to meander adrift ocean currents at speeds of just 0.75mph. The Usain Bolts of slugs cover 150 feet per hour, while the slowest...
4 Tips for a Fresh Start to Your Financial Security in 2024
New Year’s Day is widely considered the most celebrated holiday around the world as people, universally, find commonality in looking forward to a fresh start and new beginnings. New Year’s festivities find their roots going back to Mesopotamia around 2000 BC and even...
American Trust Wealth Announces New Office Location
Newly renovated space on Harrodsburg Road was designed with clients in mind American Trust Wealth has transitioned to a brand-new office space – right next door to their previous location on the corner of Harrodsburg Road and Alexandria Drive. The new office...
The Metamorphosis of Financial Landscapes
"The Metamorphosis," written by Franz Kafka, is a profound and unsettling tale that begins with its protagonist, Gregor Samsa, awaking to find himself transformed into a large, grotesque insect-like creature. Gregor, initially bewildered and disoriented, tries to...