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.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Tips to avoid checking in luggage on your next vacation.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help determine whether it makes sense to refinance your mortgage.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
With alternative investments, it’s critical to sort through the complexity.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
The market is as unpredictable as the weather. We’d love to help you prepare.
Make your retirement as exciting as your next vacation.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?