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Financial Adviser

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BUSINESS
March 22, 2007
If you're like most people, you have a variety of financial goals: college for your children, a comfortable retirement, a vacation home and so on. You might be able to achieve all these goals on your own, but you will likely find it a lot easier if you get a little help from a financial adviser. How do you choose the right one? For starters, ask your friends, relatives and co-workers whom they use. Then interview some of the people they recommend. What questions should you ask at such an interview?
BUSINESS
Carmack Kersey/Edward Jones | May 15, 2008
The investment world can be complex and trying to navigate it by yourself is a daunting task. That's why you may want to work with a professional financial advisor, someone with the experience and resources to help you reach all your important financial objectives. Your first task, then, is to find a financial adviser with whom you will be comfortable. Ask your friends, relatives and co-workers for referrals, and don't be shy about interviewing a few financial advisors. When you're talking to prospective financial advisers, look for someone who stresses comprehensive financial strategies, rather than individual transactions.
NEWS
Don McNay | August 14, 2007
"The world's original hard luck story and a hard-time losing man. " - Jim Croce In light of increasing media cost- consciousness, news outlets can save money by pre-arranging a "fill in the blanks" news story. It would say: Powerball winner --- is in trouble with the law again. This is the --- time the jackpot recipient has been arrested. There are reports that he/she has spent all of his/her money in --- years. There have been --- lawsuits filed against him/her and family members in the past year.
NEWS
Brittany Griffin | February 27, 2007
Workers who are approaching that early retirement age - 55 and older - may start questioning how they've been making their investments, and if they've invested wisely. If you are looking for some expanded investing other than your 401K, here are a few options to discuss with your financial adviser: IRAs An individual retirement account allows for a limited number of contributions per year, and grows according to the progress of the investments (such as stocks, etc.) you put in the account.
NEWS
ANN R. HARNEY | August 24, 2007
HARRODSBURG - A decision about the site of the new Mercer County Judicial Center could come as early as next month. Members of the Project Development Board have chosen an architect, financial adviser and bond counsel for the center. CMW Engineers of Lexington will design the building. Chenault Woodford of CMW has done some preliminary design work, but he may not be the architect on the final design. That would be left up to CMW, said Jeff Lilly, project coordinator and the general manager of core facilities for the Administrative Office of the Courts.
NEWS
June 12, 2012
Marta Jean Bush-Pearson, 42, of Bradenton, Fla.,went to heaven on May 31. Marta was born June 3, 1969, in Lexington, to Harold Glenn and  Georgia (Gilkey) Bush. She was a graduate of the University of Kentucky and has been a resident of Bradenton, Fla., since 1995. She formerly worked in Manatee County, Fla., as a probation officer, and worked as a financial adviser. She also was a member of the Moose Lodge on Anna Maria, the American Legion of Riverview, Fla., The Bridge Church and did a 60 mile walk for the Susan B. Komen Foundation.
BUSINESS
Mollye Raney | October 9, 2008
Over the past few weeks, the news has been almost incomprehensible. It's hard for many of us to make sense of the failure of major Wall Street firms and large banks and the $700 billion bailout of the financial sector. And it's hard for investors to be calm when stocks have fallen almost 30 percent from their all-time high a year ago. What can you do to cope? Consider the following "checklist" for surviving a financial crisis: - Close your ears, but open your eyes. These days, you may hear some so-called "experts" talking about end-of-capitalism scenarios.
NEWS
Marisa Aull | October 15, 2008
Most of us are aware of the financial troubles that have been plaguing Wall Street over the last several months. The failures and mergers of major financial institutions along with the big drops and brief gains of the stock market during the last several weeks have caused many Americans to become concerned about the state of their investments and retirement funds. While the market is down right now, you do not need to panic and withdraw your money. The stock market is a long-term investment, and since its introduction into society more than 100 years ago, it has steadily risen.
BUSINESS
Carmack Kersey/Edward Jones | March 12, 2009
Spring is almost here - time to spruce up your house and get rid of your clutter. But this year, don't confine your spring cleaning to your home and yard. Why not "freshen up" your investment portfolio at the same time? Of course, you can't just take a mop and broom to your brokerage statement. But some of the same principles that apply to your basic spring cleaning can work just as well when you tidy up your investments. Consider the following suggestions: - Take an inventory of your belongings.
NEWS
By Mollye Raney | March 17, 2011
It’s spring — time to clean out the gutters, tune up the lawnmower and wash down the windows. But as you attend to these types of tasks around your home, why not take the time to do some financial “spring cleaning” as well? Specifically, consider these moves: — “Dust off” your investment strategy. If there’s an area in your home that you haven’t looked at for a while, you may need to dust it off in preparation for the new season.
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NEWS
June 12, 2012
Marta Jean Bush-Pearson, 42, of Bradenton, Fla.,went to heaven on May 31. Marta was born June 3, 1969, in Lexington, to Harold Glenn and  Georgia (Gilkey) Bush. She was a graduate of the University of Kentucky and has been a resident of Bradenton, Fla., since 1995. She formerly worked in Manatee County, Fla., as a probation officer, and worked as a financial adviser. She also was a member of the Moose Lodge on Anna Maria, the American Legion of Riverview, Fla., The Bridge Church and did a 60 mile walk for the Susan B. Komen Foundation.
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NEWS
By Mollye Raney | March 17, 2011
It’s spring — time to clean out the gutters, tune up the lawnmower and wash down the windows. But as you attend to these types of tasks around your home, why not take the time to do some financial “spring cleaning” as well? Specifically, consider these moves: — “Dust off” your investment strategy. If there’s an area in your home that you haven’t looked at for a while, you may need to dust it off in preparation for the new season.
BUSINESS
Carmack Kersey/Edward Jones | March 12, 2009
Spring is almost here - time to spruce up your house and get rid of your clutter. But this year, don't confine your spring cleaning to your home and yard. Why not "freshen up" your investment portfolio at the same time? Of course, you can't just take a mop and broom to your brokerage statement. But some of the same principles that apply to your basic spring cleaning can work just as well when you tidy up your investments. Consider the following suggestions: - Take an inventory of your belongings.
NEWS
Marisa Aull | October 15, 2008
Most of us are aware of the financial troubles that have been plaguing Wall Street over the last several months. The failures and mergers of major financial institutions along with the big drops and brief gains of the stock market during the last several weeks have caused many Americans to become concerned about the state of their investments and retirement funds. While the market is down right now, you do not need to panic and withdraw your money. The stock market is a long-term investment, and since its introduction into society more than 100 years ago, it has steadily risen.
BUSINESS
Mollye Raney | October 9, 2008
Over the past few weeks, the news has been almost incomprehensible. It's hard for many of us to make sense of the failure of major Wall Street firms and large banks and the $700 billion bailout of the financial sector. And it's hard for investors to be calm when stocks have fallen almost 30 percent from their all-time high a year ago. What can you do to cope? Consider the following "checklist" for surviving a financial crisis: - Close your ears, but open your eyes. These days, you may hear some so-called "experts" talking about end-of-capitalism scenarios.
BUSINESS
Carmack Kersey/Edward Jones | May 15, 2008
The investment world can be complex and trying to navigate it by yourself is a daunting task. That's why you may want to work with a professional financial advisor, someone with the experience and resources to help you reach all your important financial objectives. Your first task, then, is to find a financial adviser with whom you will be comfortable. Ask your friends, relatives and co-workers for referrals, and don't be shy about interviewing a few financial advisors. When you're talking to prospective financial advisers, look for someone who stresses comprehensive financial strategies, rather than individual transactions.
NEWS
Katheran Wasson | August 31, 2007
The Board of Education has $24 million in bonding capacity and cash to spend on construction included in its district facilities plan, financial adviser Joe Nance told members of the school board at a special meeting Thursday night. Based on calculations he made Thursday, Nance said the district could bond up to $21 million for its next construction project and spend more than $3 million in cash from the state School Facilities Construction Committee. The district's bonding potential was figured from a combination of local taxes, state equalization dollars, and funding based on the number of students in Clark County, all of which must be spent solely on construction.
NEWS
ANN R. HARNEY | August 24, 2007
HARRODSBURG - A decision about the site of the new Mercer County Judicial Center could come as early as next month. Members of the Project Development Board have chosen an architect, financial adviser and bond counsel for the center. CMW Engineers of Lexington will design the building. Chenault Woodford of CMW has done some preliminary design work, but he may not be the architect on the final design. That would be left up to CMW, said Jeff Lilly, project coordinator and the general manager of core facilities for the Administrative Office of the Courts.
NEWS
Don McNay | August 14, 2007
"The world's original hard luck story and a hard-time losing man. " - Jim Croce In light of increasing media cost- consciousness, news outlets can save money by pre-arranging a "fill in the blanks" news story. It would say: Powerball winner --- is in trouble with the law again. This is the --- time the jackpot recipient has been arrested. There are reports that he/she has spent all of his/her money in --- years. There have been --- lawsuits filed against him/her and family members in the past year.
BUSINESS
March 22, 2007
If you're like most people, you have a variety of financial goals: college for your children, a comfortable retirement, a vacation home and so on. You might be able to achieve all these goals on your own, but you will likely find it a lot easier if you get a little help from a financial adviser. How do you choose the right one? For starters, ask your friends, relatives and co-workers whom they use. Then interview some of the people they recommend. What questions should you ask at such an interview?
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