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Bank of the Bluegrass Expands Local Presence with New Palomar Springs Location

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  Bank of the Bluegrass Expands Local Presence with New Palomar Springs Location Serving Lexington for more than 50 years, the local bank announces the opening of a new branch.   Spring in the Bluegrass means basketball, bourbon, blooming trees—and of course, horses. It’s also a season of new beginnings, making it the perfect time […]

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2025 Holiday Fraud Prevention Tips

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  2025 Holiday Fraud Prevention Tips  Each year, people worldwide are visited during the holidays — and not just by their family and friends. Unfortunately, it’s also the season when fraudsters take advantage of the holiday rush and good cheer to launch new scams. From fake charities to phishing e-cards, these schemes can quickly take […]

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Quarterly Market Update

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Quarterly Market Update Halfway through 2025, and the markets are keeping our interest piqued. From sticky inflation to global surprises, learn more about what we’re watching for the second half of the year. ⁠ ⁠ Also, can you name the oldest company in the original Dow Jones (1896)? Hint: you’re probably dying to use their […]

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Don’t Get Caught by Surprise by this Required Business Filing: BOI

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Information and Action Items You Need to Know   The Corporate Transparency Act (CTA) has ushered in a new era of financial clarity for businesses in the United States. As part of this legislation, the Financial Crimes Enforcement Network (FinCEN) has implemented a Beneficial Ownership Information (BOI) reporting system. Like anything new or unknown to […]

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Budgeting Your Way: Five Methods to Budget and Track Your Finances

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In order to set yourself on the best financial path possible, it is important to have a budget. Budgeting helps you track exactly where your money goes each month, then put that hard-earned income to work, ensuring you are saving for your goals and your future. Overall, having a budget is essential for maintaining control […]

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