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.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
A collection of tips from professional travelers.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Assess whether you are running “in the black” or “in the red” each month.
This calculator demonstrates the power of compound interest.
Assess how many days you'll work to pay your federal tax liability.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator shows how inflation over the years has impacted purchasing power.
There are a number of ways to withdraw money from a qualified retirement plan.
All about how missing the best market days (or the worst!) might affect your portfolio.
There’s an alarming difference between perception and reality for current and future retirees.
What are your options for investing in emerging markets?
The decision whether to buy or rent a home may have long-term implications.
What is your plan for health care during retirement?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”