Broker Check

1721 Nicholasville Road
Lexington, Kentucky 40503
859.268.1189
whitney.greer@ceterais.com
   
  

Behavioral Finance The Wild West of Data Theft Supporting Local Business In a Crisis Retiring in a Post-Pandemic World

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

What Is My Current Net Worth?

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Disability and Your Finances

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Money Draining Food Myths

Money Draining Food Myths

These food myths will really put a drain on your wallet.

 

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

Building Your Legacy

A four-step framework for building a personal legacy.

Yours, Mine, and Ours: Estate Strategies for Second Marriage

Second marriages are a trigger event to revisit any existing estate strategies.

View all articles arrow

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Comparing Mortgage Terms

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

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.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

View all calculators arrow

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

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

Long-Term-Care Protection Strategies

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

View all presentations arrow

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

What Can a Million Dollars Buy You?

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

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

View all videos arrow