Week of March 7, 2010
Lou Lemos at First Kentucky Trust Company publishes a weekly “Market Review & Commentary”, and this week he discusses the Great Debate of our current investing moment: Inflation or Deflation? Read Lou’s report and decide for yourself. It is pretty neat to have an emerging John Mauldin right here as a friend and colleague in Kentucky. Keep up the good work, Lou! Readers, if you want to receive future newsletters, you can email Lou at l{dot}lemos{at}firstkytrust{dot}com.
Plans are afoot for a T&E Community wind-down-the-week gathering at the Pendennis this Friday, March 12. Fiduciaries and wealth managers, plan on 5pm. Stick around to at least say hello to your accountant and attorney friends, who don’t keep such civilized hours, and will try to make it there by, say, 6pm. Contact Carter Ruml or Jim Worthington with questions or for details. Readers, if you want to bring friends outside the T&E Community, please feel free – the rest of us will try to discuss topics other than estate tax repeal. (You can charge back to your various clubs, and a cash bar will also be available.)
On Thursday, March 11 Northwestern Mutual and UofL’s Family Business Center presented a seminar “Family Meetings, Councils, and Advisory Boards – The Nuts and Bolts of Family Business Governance” at Brown-Forman. Brown-Forman, as always, were wonderful hosts. The featured speaker, Dr. Christopher J. Echrich, of The Family Business Consulting Group, put on a great program. Many T&E Community members attended, including familiar faces Tim Martin, Chris Brice, Mitch Barnes, Dan Rivers, Garry Burry. and Terry Peters.
The Friday, March 12 wind-down-the-week at Pendennis saw a good turnout. Future events not conflicting with the NCAA tournament will undoubtedly be even better attended! Becky Ragland, Jim Worthington, and Daron VanVactor anchored the event for the T&E Community.
At a fundraiser Friday evening, March 12, KYEstates briefly discussed Congressional action on the estate tax with Senate candidate Trey Grayson. In addition to his many other accomplishments, Sec. Grayson had an estate planning practice for several years at Greenebaum Doll & McDonald and Keating, Muething & Klekamp in Northern Kentucky before he ran for office. Any readers who want to know more about Sec. Grayson’s Senate candidacy or his thoughts on the estate tax should please feel free to contact me [carter {at} kyestates{dot} com].
Site traffic remains robust despite the tournament. Readers, thanks for logging on during commercial breaks. At KYEstates, we are gearing up for The Boat Race 156 on Saturday, April 3. Look out for TBR 157 to shift the sponsorship from XChanging to KYEstates.com!! We are a Oxonian family, but feel compassionate for the Cantab underdogs. Readers, cheer hard for American dot-com entrepreneurs, Olympians, and Harvard graduates Tyler and Cameron Winklevoss at 3 and 4 seat in the Oxford boat. The year-long selection process to make the Blue Boat and stay out of Isis, the reserve eight, is extraordinarily grueling – well done, Cameron and Tyler. We want crushing margins on the Thames 20 days from now!
The week ended on a nice note for KYEstates because we have been selected by BrightMinds.com as one of its featured estate planning blogs. The news came as a welcome surprise. BrightMinds selects “bright, thoughtful voices from the digital wilderness“. We’re not sure KYEstates is at the level of Dartmouth College or Isaiah 40:3, but at BrightMinds, we’re honored to be in good company.
