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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. So keep checking in. We’re glad to have you reading along.

Monday, March 1, 2021

On February 9th, 2021 Jack Russell attended the First Trust ETF Institute meeting in Lexington, KY. This meeting took place in downtown Lexington at Jeff Ruby’s where guests were served meals and drinks. During the meal, there...

Tuesday, December 1, 2020

On October 21st; our Marketing Director Brooke Branham attended the Tops Digital Marketing Workshop. This workshop was held at the Origin Hotel in Lexington, KY and was open to past and prospective Tops in Lex clients. After 7 months...

Tuesday, December 1, 2020

The man who manages investment portfolios for some of the most prominent individuals and foundations in Kentucky is celebrating his 50th year in the financial advisory business.Tom Martin talks with Jack Russell, founding partner and...