Are you a small business owner, or work in Human Resources? Have you reviewed your employer benefits package recently? In this episode of Connecting the Commonwealth, Chris Vaughn, WMCP®, CLTC® sits down with Jacob McGee of Insuramax to discuss how he partners with...
Our Director of Investments, PJ Fox, goes over things we’re watching in the market this month. The primary topics he gives his thoughts on are the recent Infrastructure Bill coming out of Washington, the most recent Jobs Report, and what we’re starting to...
The guys are tackling BurgerIM this week on Burgers and Bourbon. It’s a gourmet burger shop in St. Matthews that was new to all of us here in the office. Enjoy our analysis and review and feel free to send us ideas for future burger...
Aaron McAndrew makes his debut on the Peace of Mind Radio show and brings his expertise in working with retirement plans as he joins Chris Vaughn and Brian Ramsey this week. The topic is all about what options you have available when you leave an employer and need to...
In our first episode reviewing bourbon, Aaron, Brian, and Chris review Willett Pot Still Reserve Small Batch. It’s a great bourbon to kick the series off with and it’s safe to say the guys had a good time sampling...
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