MAY 2018
EASY AS PIE
Bon appétit!



TRAVEL

Need a vacation? Join ARGI's travel group on a private tour of Switzerland and a river cruise to Amsterdam, August 14-25! 

NEW FACES AT ARGI
Join us in welcoming our newest ARGI employees: Tanee Brewer and Kelly Mangum. 


Tanee will serve as the new Treasury Manager for our CFO & Accounting Services team. 


Kelly will serve as the new Receptionist in our Louisville office.

Welcome to the team!
ARGI GIVES
 
We had such a great experience volunteering for our second annual all-firm volunteer day. Last month, we helped landscape the grounds at Childplace, a nonprofit  agency established in 1966, providing multiple treatment options for our abandoned, abused, and/or neglected children and adolescents in need. We look forward to next year's event!

We are currently accepting applications for the summer community grant through June 15. 

To learn more about ARGI Gives, please click here.
INVESTMENT NEWS
from the desk of Clay Keeley
MARKET RECAP*

Volatility declined in April as trade war fears subsided and economic data came out ahead of expectations

ARTICLE: Retirement Plans for Individuals & Businesses
Households are saving too little for the future.  According to one new analysis, 41% of Gen Xers and 42% of baby boomers have yet to begin saving for retirement. 

WE WANT TO HEAR FROM YOU
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GET TO KNOW  THE ARGI TEAM
Crissy Fiscus, CPA, CGMA
Business Services Advisor
Lexington, KY

Describe your role at ARGI in less than two sentences:   I'm a business advisor providing CFO-level financial services to businesses and business owners.

Hometown:  Elkhorn City, KY

Mantra: "You can have everything in life that you want if you help enough other people get what they want." - Zig Ziglar

What is the greatest challenge you've had to overcome in your life thus far?
I was born deep in the Appalachian Mountains in Pike County, Kentucky in the early 1970s. My father was a very successful business owner, he owned several coal mining operations.   In 1977 he was diagnosed with lung cancer and passed away in February 1978. We were a young family, I was 6, my mother was 28 and my father was 35. Our emotional and financial stability were gone as my mother struggled to deal with her own grief and be a mother to me. Even through this struggle I was able to find my path, becoming the first person in my family to graduate college. It has taken a really long time to let go of the pain and grief of losing my father at such a young age, but every day gets a little easier. I like to think that he would be proud of the business woman I've become.

Where is your favorite place to vacation? Hilton Head, South Carolina

What is your favorite hobby?   When I am not working or being a mom and wife - I take "my" time to read or run.

Are you involved with any charities or non-profits? Yes, I am on the board of the Foundation for Appalachian Kentucky and I chair the trustees of Central Christian Church in Lexington, KY

Number one thing on your bucket list?   Own a home in South Carolina.  I long to spend more time in a warmer climate near the water.

What would you do for a career, if you weren't working at ARGI?  A detective - I've always been fascinated with solving crime!

What would you most like to tell yourself at age 13?  The stories that you tell yourself matter more than you realize.  You are enough - embrace who you are!

How do you define success? Knowing who you are and what you want.  For me, it is tending to all areas of my life - spiritual, health, career, financial, family, friends, and mental.   If one of those is neglected, I am not successful.  
 

FINDING FINANCIAL CLARITY
866.568.9719 | WWW.ARGI.NET