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Monday, August 26, 2019

Check out the interesting history and evolution of Wall Street. Click link below to view the PDF. https://www.dropbox.com/s/orvgi6aqna68iai/WALL%20STREET%20JOURNAL%20130%20YEARS%20IN%20REVIEW.pdf?dl=0

Thursday, August 22, 2019

RCM Director of Marketing Kali Jakobi was featured in the University of Kentucky Alumni Profiles Newsletter! https://ci.uky.edu/ci/featured-alumni/kali-jakobi UK College of Communication and Information Class of 2017 Hometown:...

Thursday, July 25, 2019

And They’re Off… by Justin Sautter Domestic stock markets hit the ground running in January and maintained a robust pacethrough the end of March and into early April. Gains were propelled by the Federal Reserveindicating...

Thursday, July 25, 2019

Two Steps Forward, One Step Back by Justin Sautter Happy Summer! It has been an interesting first half for the stock market. Trade and tariff headlines have largelydriven market action, both up and down. Additionally, increasing...

Wednesday, November 7, 2018

MIDTERM ELECTIONS: WHY A SPLIT CONGRESS MAY BE THE BEST STOCK MARKET RESULT The votes from yesterday’s midterm elections are largely tallied and it appears that Democrats have taken control of the House while Republicans have...

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Friday, October 26, 2018

PERSPECTIVE ON RECENT MARKET MOVES by Justin Sautter Recent whipsaw action in the stock markets is a classic reminder why we do not put all of our money in one area of the market and we do not want to chase returns. Rather, we support...

Wednesday, September 19, 2018

INDEX RESHUFFLING - COMING SOON! by Keith Day Major changes are coming to 3 popular sectors of the market. Historically small changes to broad market indices happen relatively often as result of mergers, buyouts, growth/failure of...

Wednesday, July 18, 2018

NUMBERS ‘FASCINATE’ HIM. AFTER 50 YEARS IN MONEY MANAGEMENT, HERE’S HIS ADVICE. by Jack Russell & Tom Martin The man who manages investment portfolios for some of the most prominent individuals and foundations in...

Tuesday, July 10, 2018

SIDEWAYS SUMMER Greetings! I hope your summer is off to a terrific start. Trade, technology (privacy), and earnings remain top headlines. Additionally, many of the pundits and financial press are fixated on the question of recession. I...

Tuesday, May 29, 2018

5 SIMILARITIES BETWEEN BOURBON & INVESTING by Justin Sautter & Bob Eidson Justin Sautter, (Sr. Partner at Ky-based Russell Capital Management), & Bob Eidson (Co-Founder, The Bourbon Review) sat down recently to discuss the thematic...

Tuesday, April 10, 2018

FOUND IT! VOLATILITY RETURNS Greetings! I hope you are well. So far 2018 has certainly given us much to ponder. Trade, technology, and earnings are the headlines making the largest impression on both the markets and me. Trade and...

Thursday, April 5, 2018

RUSSELL CAPITAL'S 3RD ANNUAL SHRED DAY FRIDAY, APRIL 27 | 8AM-12PM Stop by Russell Capital Management on Friday, April 27 to celebrate our 3rd Annual Shred Day! Many of our clients and friends accumulate sensitive documents and other...

Thursday, April 5, 2018

RUSSELL CAPITAL MARKETING INTERNSHIP The Marketing Internship will consist of: producing marketing materials, social media management, web content creations, event planning, etc. from May through August. The internship program at...

Thursday, February 15, 2018

WHEN WILL VOLATILITY RETURN TO THE STOCK MARKET? by Ford Lankford For the past year many folks have been asking when will volatility return to the stock market? Well, it appears as if it finally has. So, I want to share a few thoughts...

Wednesday, January 24, 2018

ARE YOUR INVESTMENTS ALIGNED WITH YOUR VALUES? by Justin Sautter Recently several well-known philanthropic organizations have taken big steps to align their investment policies with their philanthropic or mission related goals. As we...

Monday, January 22, 2018

2017 YEAR END REPORT Wow! What a year we have had in the markets. We can only hope that 2018 finishes just as strong. I suspect that politics, interest rates and international relations will again be the deciders of that unknown. At...

Thursday, July 20, 2017

Over Here, Over There July 20, 2017 by Justin Sautter Over Here...The second quarter is complete and despite continued low volatility, the S&P 500 has moved around quite a bit this year. At one point it was down 3% from the high, only...

Thursday, June 22, 2017

ENDOW KY TAX CREDIT 2017 The Endow KY Tax Credit pool will become available on July 1, 2017, and is available through the Blue Grass Community Foundation. This program offers you the opportunity to receive state tax credit toward your...

Thursday, June 8, 2017

2017 HENRY CLAY CENTER FOR STATESMANSHIP For the second year in a row, we are proud to join The Henry Clay Center for Statesmanship in their commitment to educating the next generation of our nation's leaders. The Center continues to...

Thursday, April 6, 2017

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Wednesday, March 1, 2017

2017 RETIREMENT ACCOUNT LIMITS In 2017, you have another chance to max out your retirement accounts. Here is a rundown of yearly contribution limits for the popular retirement savings vehicles. IRAs. The 2017 limits are the same as in...

Wednesday, January 25, 2017

DOW REACHES 20,000 LEVEL Shortly after opening bell this morning, the Dow Jones eclipsed the 20,000 level for the first time since its inception in 1896. Certainly a milestone event— especially for an index with 120-years of...

Monday, January 23, 2017

From Russia With Love by Ford Lankford From Russia With Love – remember Ian Fleming’s second incarnation of 007, James Bond, played by Sean Connery? The British secret agent was sent to Turkey to aid in the defection of...

Wednesday, December 14, 2016

FED RAISES INTEREST RATE The Federal Reserve voted on December 14 to raise its key interest rate by 0.25% to a range of 0.5% to 0.75%, up from the 0.25% to 0.5% rate range that has been in place since December 2015. “The labor...

Tuesday, December 13, 2016

Company Profile › Our People › Jeff Lehmann Jeff Lehmann is the firm’s Director of Operations. He plays an important role in ensuring the efficiency of the office’s operations, policies and procedures. Jeff...

Tuesday, November 22, 2016

2016 GOODGIVING GUIDE CHALLENGE – YOU DONATE, WE'LL MATCH Russell Capital is pleased to participate for the fourth year in the Bluegrass Community Foundation’s sixth annual GoodGiving Guide Challenge. We have established a...

Monday, November 21, 2016

IMPACT INVESTING SEMINAR Did you know that your retirement and personal investment accounts can help promote resource efficiency, advocate for corporate transparency, and fight for gender diversity? Through socially responsible and...

Wednesday, November 9, 2016

We are saddened to announce that Kim Osborne, our office manager, friend to so many, loving wife, mother and grandmother, peacefully passed away on Tuesday, October 25 at 58 years old, after a short illness. Kim was one of those rare...

Wednesday, November 9, 2016

ELECTION 2016 The 2016 Presidential Election has come to a close and Donald J. Trump will be the 45th President of the United States of America. It will take some time before we have a firm understanding of the long-term market...

Monday, October 24, 2016

TD AMERITRADE TO ACQUIRE SCOTTRADE Our primary custodian, TD Ameritrade, announced Monday that it will acquire Scottrade Financial Services, a rival discount brokerage, for $4 billion. When the deal closes, it will increase the TD...

Monday, October 17, 2016

The Elephants in the Room... by Justin Sautter The stock market in the third quarter of 2016 was a bit of a menagerie. Post June’s Brexit vote saw July produce robust returns, August sleepily put in new highs, and September...

Wednesday, October 5, 2016

TIMELY TOPICS AND TIPS: FALL 2016 In our quest to better serve our clients' needs, we invited two attorneys from an Elder Care Law Firm to our monthly Russell Capital Advisor luncheon last week where they shared with us their expertise...

Thursday, August 11, 2016

The Kentucky Bank Tennis Championships, a week-long professional-level tournament for men and women, concluded on Sunday after seven days of stellar competition by tennis talent from around the world. As a long-time local business and...

Thursday, July 14, 2016

Pigs Look at a Wristwatch... July 14, 2016, by Justin Sautter No doubt you remember we began the year with a quick 11% drop in the S&P 500. Fast forward to the close of the second quarter and we were up 3% on the same index. As of...

Tuesday, July 12, 2016

FORGEXIT by Ford Lankford For-gex-it: eternally blocking from one’s memory bank the grossly sensationalized summer media circus that was “Brexit” – Britain’s 2016 referendum on exiting the European Union...

Friday, June 24, 2016

KEEP CALM AND (BY 51/49) BREXIT Brexit is an acronym for the voter referendum in the United Kingdom (Ireland, Scotland, Wales, and England) to leave the European Union. The vote "FOR" to exit the Eurozone has, as expected, created...

Wednesday, June 22, 2016

In celebration of our 25th anniversary, we are proud to join The Henry Clay Center for Statesmanship in their commitment to educating the next generation of our nation's leaders. The Center continues to champion this goal by exposing...

Thursday, May 26, 2016

2016 Advisor Summit Conference May 26, 2016 by Keith Day At Russell Capital we strive to always be at the forefront of technological development, for both us the advisor and for you the client. I spent the past week at the 2016...

Wednesday, May 18, 2016

Endow KY Tax Credit Available July 1 Updated: May 18, 2016 Reminder that the Endow KY Tax Credit pool will become available on July 1. This tax credit program has become very popular and the entire tax credit pool is usually allocated...

Friday, April 22, 2016

Introducing Our Social Impact Portfolio... April 22, 2016 Choosing between sustainability and financial gains no longer has to be a trade-off. The Russell Capital Social Impact Portfolio offers the ability to align your personal...

Wednesday, April 13, 2016

The More It Changes... April 13, 2016 by Justin Sautter Writing in a satirical journal in 1849, Jean-Baptiste Alphonse Karr penned the now famous epigram plus ça change, plus c'est la même chose (the more it changes, the...

Monday, January 18, 2016

Looking Back, Looking Forward by Justin Sautter Happy New Year! Now that 2015 has concluded, I wanted to share a few thoughts on the markets. In doing so, I am going to borrow data from a recent article by Liz Ann Sonders the Chief...

Thursday, January 14, 2016

A “Homegrown Classic” January 14, 2016 Justin Sautter, senior partner and wealth manager at Russell Capital, was recently featured in the “Homegrown Classics” section of Sayre School’s magazine The Podium...

Thursday, January 14, 2016

DON'T BUY ANY“FANG” by Ford Lankford The FANG (Facebook, Amazon, Netflix and Google), a term coined by former hedge fund manager, Jim Cramer, of CNBC’s television show, “Mad Money”, make up four of the...

Thursday, December 24, 2015

PERMANENT IRA CHARITABLE ROLLOVER SIGNED INTO LAW On December 18, Congress signed a law which permanently amends the tax code to incentivize charitable giving. The bill makes permanent the IRA Charitable Rollover, or the ability of an...

Friday, December 18, 2015

HOW THE FED RATE HIKE COULD IMPACT YOUR WALLET After many months of speculation, the Federal Reserve voted on Dec. 16 to raise its key interest rate for the first time in nearly a decade. After cutting interest rates down to zero after...

Tuesday, December 8, 2015

2015 GOODGIVING GUIDE CHALLENGE – YOU DONATE, WE'LL MATCH Russell Capital is pleased to participate for the third year in the Bluegrass Community Foundation’s fifth annual GoodGiving Guide Challenge. We have established a...

Thursday, December 3, 2015

Here Goes December... December 3, 2015 by Ford Lankford Just a few market notes as we begin the month of December. The potential Federal Reserve interest rate hike is the story to watch this month (the committee meets on the 15th and...

Tuesday, November 17, 2015

HOW DO YOU VIEW RISK? Volumes of technical journals, even entire books, have been dedicated to the subject of risk, but in layman’s language, it may simply be the likelihood of having a sufficient amount of money, at the precise...

Wednesday, October 28, 2015

CYBER SECURITY DOS AND DON'TS With the growing volume of personal data collected, stored and transmitted across networks by financial companies, corporations, hospitals, governments, and other businesses, it’s more important than...

Tuesday, October 13, 2015

A Difficult Quarter (and an understated title) October 13, 2015 by Justin Sautter For many reasons it is nice to say Happy October! A very difficult Third Quarter is behind us and the Fourth Quarter is off to a resilient start. As of...

Friday, October 2, 2015

Social Security Seminar a Huge Success As a part of our Russell Capital Seminar Series, we invited a BlackRock Social Security expert to our firm to breakdown some of Social Security's most confusing elements and divulge some little...

Thursday, September 17, 2015

JOIN RUSSELL CAPITAL AND BLACKROCK FOR A SEMINAR ON SOCIAL SECURITY Popular wisdom suggests jumping at the opportunity to collect Social Security retirement benefits as soon as possible, which currently is at age 62. While this...

Wednesday, September 16, 2015

SHARING INSIGHTS Last week we sat down with two of our valued research providers—Goldman Sachs and JP Morgan—to discuss the economy, share insights and review investment strategies. These types of face-to-face meetings are...

Thursday, September 3, 2015

THE STOCK MARKET IN THE HEADLINES: CUTTING THROUGH THE NOISE With its wild swings and surges in volatility, it’s no wonder the stock market has been making headlines across all types of publications – financial and...

Monday, August 24, 2015

MARKET UPDATE Markets have become increasingly volatile over the past week, culminating with the Dow taking a 1,000 point dive this morning just seconds after the opening bell. The market has since regained some of its losses, but with...

Tuesday, June 30, 2015

TO GREXIT, OR NOT TO GREXIT, THAT IS THE QUESTION The BlackRock Investment Institute, one of Russell Capital’s valued research partners, hosted a panel this morning addressing the recent developments in Greece and the potential...

Thursday, June 25, 2015

INSIGHTS FROM JP MORGAN WEALTH MANAGEMENT SUMMIT IN NEW YORK Following our firm’s continuing efforts to research and analyze opinions of top market participants, I spent two days with portfolio managers and economists from the JP...

Tuesday, June 23, 2015

We’ve enjoyed being a sponsor of the LIFE+STYLE event series featuring some of Kentucky’s most historic landmarks, and hosted by John Carloftis Fine Gardens. The second event in the series (June 19-20) was a two-day Summer...

Friday, June 12, 2015

We enjoyed sponsoring today's golf fundraiser in London, KY organized by the North Laurel Cheer Team. Keith Day, one of the firm's wealth managers, London native and proud uncle to Jaguar cheerleader (Lauren Stokes), attended. We're...

Wednesday, June 3, 2015

Women and Investing Did you know that 90% of women have sole responsibility for their finances at some point in their lives? Empower yourself. Join Russell Capital and Michael Armstrong of Goldman Sachs as they present “The Power...

Thursday, May 21, 2015

Cocktails Under The Tent May 21, 2015 We had a great time seeing everyone on May 21 for cocktails, food by Apiary and performances by the UK Acoustikats! We're excited to share with you our new branding, website and the many great...

Tuesday, May 19, 2015

It's Never Too Early to Start Investing! Senior partner Justin Sautter spoke this morning to 4th graders at Sayre School in Lexington on the importance of money – why we have it and how to spend it wisely. In the photo below,...

Friday, May 1, 2015

Find us online! Keep up to date with Russell Capital's latest news, blogs and events by finding us on Facebook, Twitter and LinkedIn. Follow us now at the links below. Posted by Justin Sautter Justin Sautter is an investment advisor...

Thursday, April 30, 2015

Build-A-Bear April 30, 2015 by Ford LankfordThose of you with children and grandchildren are probably familiar with the Build-A-Bear Workshop (BBW) at a mall near you. Since 1997, the St. Louis retailer has delighted boys and...

Thursday, April 23, 2015

We are excited to announce that Russell Capital will be a sponsor of the upcoming LIFE+STLYE event series featuring Jon Carloftis Fine Gardens. This is not your grandparent’s garden lecture…it’s about a new...

Monday, January 12, 2015

Diworsification January 12, 2015 by Ford Lankford Di-wors-ification: making additional investments into a portfolio and actually worsening the risk/return tradeoff. The term, coined by legendary Wall Street investor Peter Lynch in his...