MAY 2017


Did you know that one-in-four of today's 20 year olds will become disabled before reaching age 67?*

Unfortunately, we live in a world where accidents happen. We can find ourselves in difficult situations, leaving us unable to work. The Council for Disability Awareness utilizes the month of May to spread the importance of income protection. 

Disability Insurance is a way to replace a portion of your income if you are unable to work due to illness or injury - it's truly insurance for your income.

Remember to talk to your financial advisor about what options may be best to fit your personal needs.

*U.S. Social Security Administration, Basic Facts, June 2016

Upcoming Events
Cover Your Assets: Planning for Physicians

TUESDAY, MAY 16th
Practice Owner Physicians 

WEDNESDAY, JUNE 14th
Early Career Physicians/Residents 

All seminars begin at 6 PM and are held at Napa River Grill in Louisville, KY. 

RSVP to [email protected]. 

GE Elfun Workshops -  Cincinnati

THURSDAY. MAY 18  | Retirement 
Appetizers & Drinks at 5:30 PM |  Stone Creek

Investment News
from the desk of Clay Keeley
April 2017 Market Recap:

MARKET RECAP*
  • Major U.S. stock markets rose slightly on the month as volatility fell to its lowest levels since mid-2014
  • Cyclical sectors such as automotive and airlines continued to benefit from positive global economic momentum
ARTICLE: Building an Emergency Fund
Imagine a 30-year-old 
couple with no real savings. Let's call them Kurt and Diana.
Together, they earn about $8,000 a month, but their household finances are being squeezed by education debt, rent, and the high cost of living in an affluent metro area. They have about $300 in the bank between them, and they just learned they have a baby on the way. Their need to save has never been greater. How can they do it?
INSPIRATION: 50 Life Lessons
Sometimes we need to stop and remind ourselves of the little things in life. Regina Brett, author of God Never Blinks, has created 50 Life Lessons to keep us on track. 

GET TO KNOW THE ARGI TEAM

Denise Jewell
Digital & Creative Concept Specialist

Describe your role at ARGI in less than two sentences: I do a lot with conceptualization and implementation of marketing campaigns - both digital and physical. Wordsmithing, editing, some design work... a little of this and a lot of that. 
 
Do you have a nickname? I've had a few... Neesie when I was little, Dennis when I worked at McDonald's as a teenager. Now DJ and D2 are more common.
 
Hometown:  Louisville, KY

Motto/mantra/favorite quote? Adaptability = Survival. If you can't adapt you're not going to make it.
 
What is the greatest challenge you have had to overcome in your life thus far?  There was a short period of time, between December 2006 and March 2007 when I suddenly lost my job after 12 years. It led to us having to sell our dream house we built, and move to a new home. 

During this period was also the same time I started having trouble with my vision, leading to my diagnosis of MS. My children were just one and two at the time. 

It was very stressful for me and my family, but it's probably taught me how to roll with things the way I do now. Once you go through something like that, your priorities shift and your whole world changes.
 
Where is your favorite place to vacation?  I feel like my dream vacation is still out there somewhere, but I really enjoy family vacations at Disney and the beach. My kids are great travelers and they enjoy everything, so they're fun no matter what.
 
What is your favorite hobby? I really enjoy crafts. It's relaxing and rewarding to have something cute to hang on the wall or give as a gift when you're finished. I used to love dancing, and was pretty good at it, too. I guess I still love dancing...there just isn't a good excuse for me to do it anymore!
 
What is the best book you have ever read? I loved To Kill A Mockingbird. But then I read the sequel, Go Set a Watchman, which was until recently undiscovered. And it ruined everything I loved about the first book. I wish I never read it! So now I guess I have to go with the Harry Potter series.
 
Are you involved with any charities or non-profits?  The National MS Society - my husband, Kenny, is chairing the walk for Louisville again this year. The "city" concept we implemented last year went over extremely well, and the National board wants to replicate it regionally this year. Thus, we have spent numerous hours building fence corners, street signs, and holders that will help the society transform the area into a more community feel. It's a ton of work, but thankfully I have amazing coworkers who are willing to help!
 
Number one thing on your bucket list?  I don't have a bucket list. per se. I might like to go to Venice some day - it looks amazing!
 
What would you do (for a career) if you weren't doing this?  I would probably be making something cute and crafty and selling it. 
 
If you could do another job for just one day, what would it be?  I could maybe handle being President for a day. I couldn't mess it up that bad in one day, right?
 
What would you most like to tell yourself at age 13?  Everything you think is important right now won't mean a thing in  10 or 20 years. Your parents really are smarter than you think.
 
How do you define success? My life, right now. I'm happy, I'm relatively healthy, my family is great, I have an awesome job and work with great people. I have no regrets; everything in my life that has happened to me has led me to the place I am right now, and I wouldn't change a thing.
HEALTHY HABITS
As warmer days let us move our activities outside, the American Cancer Society reminds us of the importance of safety in the sun. 

May is national Skin Cancer Detection and Prevention Month. 



EASY AS PIE
Each month, we hope to provide you with simple seasonal recipes to add to your collection! May means that spring is winding down, and signs of summer are beginning to show. Bon appétit!

Blackened Salmon with Mango-Avocado Salsa

Asparagus, Goat Cheese and Chive Quiche

Cherry Almond Crumble Tart
WHAT'S HAPPENING?
Take part in some of the upcoming events happening around your town!
Louisville
Support local businesses with the 9th Annual Buy Local Louisville Fair.
May 21

Bowling Green
Learn more about the upcoming solar eclipses at the Hardin Planetarium's Into the Shadow of the Disappearing Sun. 
Now - July 2

Indianapolis
View fine arts and crafts by more than 225 artists at the OneAmerica Broad Ripple Art Fair.
May 20-21

Cincinnati
Taste and see the diverse cultural influences on Northern Kentucky's food traditions at the Behringer-Crawford Museum's Culture Bites exhibit.
Now - August 31

Grand Rapids
Visit the city of Holland, MI for the 88th Annual Tulip Time Festival. 
Now - May 14

CONGRATULATIONS
CORNER

ARGI was named one of Kentucky's Best Places to Work. On April 26, we were named the 5th best place to work in the state. This is the 6th consecutive year ARGI has won a Best Places to Work in Kentucky award.*

*Best Places to Work is based on employer and employee surveys with a paid application fee to participate. 

A round of applause goes to several ARGI Clients for running in the 2017 Boston Marathon last month. 


Nick Ellis, along with his six-person team, were able to raise over $81,600 for the Glen Doherty Memorial Foundation. This foundation was established in honor of Glen Doherty, one of four Americans killed in a terror attack in Benghazi, Libya, by providing current and former operations professionals the means necessary to transition and succeed in civilian life. 

Brothers Jeff and Jacob Law also ran in this year's Boston Marathon. It was the second marathon for both brothers. Jacob completed with a new personal best of 2 hours, 40 minutes and 18 seconds - putting him in 192nd place out of over 30,000 runners. 

Congratulations to all participants, it's a truly amazing accomplishment!  
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Do you have a milestone or announcement you'd like to share with our readers? Email info and photo to us!

NEW FACES AT ARGI
Instead of May flowers, April's showers brought three new employees to ARGI. Join us in welcoming Shelby Babcock, Kelly Emerine and Felicia Cole to the ARGI family!



Shelby is joining the Business Development team as the new Business Development Associate.



Kelly is joining the Elizabethtown office as the new Business Services Advisor. 



Felicia is joining the Bowling Green team as the new Receptionist and Client Services Administrator.

A warm welcome to you  three!

ARGI GIVES
We have to say, our first all firm volunteer day was a success! On April 27, almost 100 employees helped landscape, mulch and volunteer at Home of the Innocents.   We're so proud of the work our team accomplished and we're looking forward to our next all firm volunteer day!



In honor of our friend and coworker, Denise Jewell, ARGI employees will be volunteering at the Louisville MS Walk on May 20. 

To learn more about MS, or to find a walk in your hometown, visit www.nationalmssociety.org. 
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Do you know a nonprofit that may benefit from an ARGI Gives grant? Send them our grant application, or let us know by contacting [email protected] for more information.


FINDING FINANCIAL CLARITY
866.568.9719 | WWW.ARGI.NET

Respective services provided by ARGI Investment Services, LLC, a Registered Investment Adviser, ARGI CPAs and Advisors, PLLC, ARGI Business Services, LLC, and Advisor Insurance Solutions. All Are affiliates of ARGI Financial Group.