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 900 Beasley Street, Suite 150
Lexington, Kentucky 40509
(859) 268-1189
whitney.sisson@ceterais.com
 
 

The Latte Lie and Other Myths It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust

A Full Service Investment and Wealth Management Firm Serving Kentucky

A solid financial strategy is one that can grow with you through the many milestones of life. At CVinvestments, we strive to develop a comprehensive financial and investment strategy for clients that is customized to meet their unique needs. Our clients trust us to provide objective advice and recommendations and we do not take this responsibility lightly. We offer a full range of services and a toolkit of resources designed to help clients make informed decisions and feel confident in their financial future.

A division of Cumberland Valley National Bank, we work with a number of clients throughout Kentucky, including Lexington, London, Corbin, Williamsburg, Somerset, Richmond, and Berea. Wherever you are in life - whether you’re expanding your family, changing careers, or entering retirement - we seek to guide you through life’s transitions.

Helpful Content

It Was the Best of Times, It Was the Worst of Times

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

The Fed and How It Got That Way

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

 

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Mastering Mobile Lingo

Can you keep up with your children’s mobile slang?

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

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Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

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