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🥃 How investing can be as smooth as bourbon
How American Trust Wealth makes investing as smooth as your favorite bourbon
Presented by a LEXtoday Partner
Just as bourbon enthusiasts might appreciate the heritage of a carefully crafted whiskey, so too can investors relish in the art of managing their wealth. | Photos courtesy of American Trust Wealth; GIF by LEXtoday
You might be wondering what bourbon and financial planning actually have in common. Quite a bit, according to Kevin Avent, Managing Director of Wealth Management for American Trust Wealth.
Just as master distillers uphold the heritage of their craft, successful investors maintain a steadfast commitment to proven investment principles. In both worlds, the fusion of heritage and innovation is key.
Navigating the myriad choices and strategies of finance + investing can feel as complex as deciphering the nuances of a fine bourbon. To help, American Trust Wealth created “From Grains to Gains,” a guide that explores the art of managing wealth for investors.
Just as bourbon embodies the essence of success, their approach aims to evoke a feeling of security, confidence, and fulfillment for every client. Here’s a snapshot of what that looks like:
Crafting perfection
A distiller’s vision guides its choices — and it’s no different for investors. They must establish their financial goals to inform investment decisions.
Mixing the mash
Investors can ask themselves, “Are you seeking steady income for retirement, capital growth for a future project, or a balance between the two?” The answers will help shape the asset selection process, just as a distiller’s ingredient selection will shape the whiskey they produce.
Aging gracefully
As it ages, bourbon goes through a transformative process that imbues it with depth and complexity. Instead of barrels, the financial market acts as a vessel for where investments age and grow.
Bonus: American Trust Wealth recently partnered with Never Say Die, a local bourbon brand whose name ties directly to a champion horse. The partnership was easily formed as both brands have quite a bit in common. Don’t believe us? Avent explains and explores the parallels between the brands and what that means for you as an investor — don’t miss a surprising connection to the United Kingdom.
Reiki-Infused Sound Healing | Wednesday, Sept. 11 | 11 a.m.-12:30 p.m. | The Sound Healing Center of Lexington | $25 | Immerse yourself in the soothing vibrations from crystal singing bowls, a rain drum, and rattles designed to dissolve stress + promote relaxation.
Professional Women’s Forum Luncheon | Wednesday, Sept. 11 | 11:30 a.m.-1 p.m. | Sedona Taphouse | $41.54 | Connect with fellow professionals + hear from speaker Erin Goins, owner of Bites of the Bluegrass.
Thursday, Sept. 12
Oktoberfest Party | Thursday, Sept. 12 | 6 p.m. | The Beer Trappe | Free, price of purchase | Grab your lederhosen or dirndl and swing by these Chevy Chase businesses for beer, food specials + a steinholding contest.
Friday, Sept. 13
Music at The Mansion | Friday, Sept. 13 | 7-10 p.m. | Marriott Lexington Griffin Gate Golf Resort & Spa | Free, price of purchase | Bring your own chairs and blankets for a family-friendly evening of live music with food trucks, lawn games + local vendors.
Saturday, Sept. 14
Second Saturday Gaming | Saturday, Sept. 14 | 10 a.m.-4 p.m. | Beaumont Branch | Free | The whole family can drop-in to play board games that can be borrowed from the Lexington Public Library.
Tour and Talk With a Doc | Saturday, Sept. 14 | 10 a.m. | StrongerLife | RSVP to tour this local 55+ gym with Dr. Dustin Jones, Physical Therapist, and discuss physical therapy-related questions.*
Sunday, Sept. 15
Mentelle Home & Garden Tour | Sunday, Sept. 15 | 1-5 p.m. | Mentelle Park | $10+ | Serving as a fundraiser for the neighborhood, this tour will wow you with the beautiful architecture + landscaping of Mentelle Park.
Pro tip: Set custom destination alerts as a Going Premium member. | Photo by Pexels
Great airfare deals do exist — and thanks to flight price tracking services like Going, you can save hundreds on your next trip. Sign up for Going’s two-week free trial of its Premium plan, and you’ll be emailed when international flights leaving our city are seriously discounted.
Here are real flight deals out of Blue Grass Airport the Going team found this year:
September 11, also recognized as National Day of Service and Remembrance and Patriot Day. Participate in the Lexington Fraternal Order of Firefighters day of remembrance — a wreath ceremony downtown, a Reading of the Fallen at Halligan’s + the annual Stair Climb at Kroger Field.
Opening
Fore.Sand Trap, a new golf simulator bar, is opening on Regency Road tomorrow, Sept. 12. The space will feature a full-service bar, three golf simulators, a putting green, and will eventually host leagues + events. See it for yourself weekdays, 4-10 p.m. + weekends, 11 a.m.-11 p.m.
Biz
Crank & Boom ice cream is expanding its central Kentucky presence thanks to new Richmond dessert shop, Little Spoon Creamery. In addition to soft serve, it will carry 12 Crank & Boom flavors + pints. Located near the Chick-Fil-A off Barnes Mill Road, it opens Friday, Sept. 13 at 11 a.m. (Lexington Herald-Leader)
Community
Want a chance to win up to $100 in gift cards to local businesses? Then take VisitLEX’s Resident Sentiment Survey now through Wednesday, Sept. 18. The study aims to help inform future tourism development to benefit + improve the quality of life for Fayette County residents.
Award
Congratulations to local nonprofit CivicLex for its recognition at the 2024 LION Sustainability Awards. The LION Awards recognizes local journalism through three lenses — operational resilience, financial health, and journalistic impact. CivicLex won the Business of the Year (Micro/Small Revenue Tier) + Operational Resilience Award.
Shop
Calling all home decor lovers. Ann Greely Interiors is hosting a storewide sale next week, Monday, Sept. 16-Friday, Sept. 20. Everything in the store will be 50% off — think: furniture, lamps, art, and antiques. There’s also deals on fabric including remnants starting at $1 + rolls starting at $2.
Health
Did you know?Baptist Health Hamburg is now open, offering 24-hour emergency care, free valet parking, an on-site pharmacy, outpatient imaging and labs, an ambulatory surgery center, cancer center, and physical therapy in a location that’s easy to access. Learn more about providers, test results, and services.*
Cause
September is Hunger Action Month, and God’s Pantry Food Bank is calling on us to take action in four impactful ways: Engage, volunteer, advocate, and donate. Get involved to make a significant difference in the lives of those experiencing food insecurity in Lexington.*
Arts
🐴 We’re going on a bear horse hunt
Did you know there’s horses hiding in downtown Lexington?
They’re like Pokemon — you gotta catch ‘em all. | Photo courtesy of Rebecca Sherman
Would you believe us if we told you there are horses hiding around downtown? While they’re not the full-size Throroughbreds you’re used to seeing at our picturesque farms, they are miniature statue versions paying homage to Lexington’s legacy in the equestrian world.
Hidden Horses is a new public art experience coming to us from a variety of local entities: LexArts, Keeneland, Maker’s Mark, VisitLex + Visit Horse Country. The installation features foals in five different poses, strategically placed across 20+ locations downtown.
“Hidden Horses is more than just a public art project; it’s a celebration of our city’s spirit. We hope this project will inspire a sense of pride and community in Lexington,” said Rebecca Sherman, a founding member of the Hidden Horses Committee.
The community is encouraged to go on a “treasure hunt” of sorts to find the Hidden Horses. If you spot one, post it on social media + connect with others using the hashtag #HiddenHorsesLexington.
The Buy
We’ve found the best game watching gear for your comfiest, rowdiest, most on-theme football season yet:
On Monday, I asked if you attended the inaugural Lexington Sporting Club Super League game at the new stadium. Of the responses, 34% attended — and had great things to say about your experience — while 42% didn’t, but can’t wait to check it out in the future.
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