Thoroughbred Asset Management

Thoroughbred Asset Management Experienced advice of investment services for all stages of life, tailoring services to each individ

Toby Lewis was born and raised in a small rural town in Kentucky and continues to live where he grew up with his wife an...
06/24/2026

Toby Lewis was born and raised in a small rural town in Kentucky and continues to live where he grew up with his wife and family. He has been in the investment planning industry since 2006, specializing in retirement planning. Toby uses his previous coaching and teaching skills in his current profession by listening to the client’s needs and helping them reach their financial goals. Whether helping an athlete or student reach their potential, or a client reach their monetary goals, Toby believes it all starts with a plan.

Learn more about Toby and how he can help you: https://bit.ly/4uNEYa1

Discover how 401(k) catch-up contributions, like the new “super catch-up” for ages 60-63, can significantly boost your r...
06/17/2026

Discover how 401(k) catch-up contributions, like the new “super catch-up” for ages 60-63, can significantly boost your retirement savings with our calculator: https://bit.ly/4dODMNM

06/10/2026

We offer personalized, hands-on service and clear, easily understood financial advice. Need financial guidance? Work with Thoroughbred!

National Higher Education Day aims to prepare a path for more students toward a higher education degree. Whether you’re ...
06/06/2026

National Higher Education Day aims to prepare a path for more students toward a higher education degree. Whether you’re planning for your own education or saving for your children’s future, the Thoroughbred team can help! Reach out today, and let’s make your higher education dreams a reality! https://bit.ly/3ubf2FG

Tax season is behind us, and now is the perfect time to share your 2025 tax return with your financial advisor. Your tax...
05/26/2026

Tax season is behind us, and now is the perfect time to share your 2025 tax return with your financial advisor.

Your tax return is a financial blueprint that contains valuable insights for optimizing your wealth strategy. A thorough review of your return allows for identification of tax-saving opportunities, verification of prior strategies, and more effective planning for the year ahead. Swipe for more details.

If you have questions about your current wealth management strategy or have questions about how to share these forms with our team, don’t hesitate to reach out.

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made...
05/25/2026

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made the ultimate sacrifice to protect our country and preserve our freedom.

Please note that our office will be closed on Monday, May 25th, in observance of Memorial Day. We will resume normal business hours on Tuesday, May 26th, and will respond to any messages received during the closure as promptly as possible.

Wishing you a respectful and meaningful Memorial Day.

As a new graduate, we know that it can seem daunting to start investing, especially when your finances may be tight. Thi...
05/21/2026

As a new graduate, we know that it can seem daunting to start investing, especially when your finances may be tight. This can lead some new grads to push off investing until the “perfect time” in the future.

Here’s why that can be a bad strategy: Time is one of the biggest advantages we have when it comes to investing. Starting early gives your money more chances to grow — even if you’re only investing a little each month. That growth might not look obvious on a day-to-day basis. But as the years pass, the difference can become much clearer.

You don’t need a lot of money to get started with investing. The most important thing is to start early. Even small contributions to your own investment accounts or employer-sponsored accounts like 401(k)s, over time, can give your money more chances to grow. The sooner you get started, the bigger the impact it makes to the value of your investment portfolio.

If you want help figuring out what investing could look like for you or have questions about your current strategy, don’t hesitate to reach out. We’re here to help craft an investment strategy that’s right for you.

Large, often random expenses tend to pop up in the working world. Things like car repairs, medical bills, or a security ...
05/19/2026

Large, often random expenses tend to pop up in the working world. Things like car repairs, medical bills, or a security deposit for an apartment can throw your budget off course if you don’t have any money set aside.

Savings can give you a crucial safety net. Even having a small cushion makes those moments, like car breakdowns or surprise medical expenses, easier to handle. Start by building an emergency fund that covers several months' worth of expenses, then branch out and save for other wants or needs. Starting with small, consistent savings is the best way to go. The habit matters more than the amount at first.

If you have questions about what kind of savings account or savings strategy makes sense for your situation, don’t hesitate to reach out. We’re here to support your goals.

If you’re a new graduate, it can be hard to keep track of your inflow and outflow of cash as you juggle paychecks and ne...
05/14/2026

If you’re a new graduate, it can be hard to keep track of your inflow and outflow of cash as you juggle paychecks and new expenses. That’s where budgeting can come in.

Think of a budget as a way to keep your money working for you. Begin with your take-home pay, which is your pay after tax and any deductions, and make sure your essentials are covered. Then you can see what’s left for everything else.

This can look like putting money into “envelopes” or savings categories or simply tracking the numbers in a spreadsheet. Tracking your spending, even just for a month, can be eye-opening and help you fully understand where your money is going.

If you have questions about your current financial picture or want to discuss investment strategies that can support your goals as a new graduate, don’t hesitate to reach out. We’re here to help guide you.

If you have student loans or other debt after graduation, you’re not alone. Debt is a reality for many college students ...
05/12/2026

If you have student loans or other debt after graduation, you’re not alone. Debt is a reality for many college students after they graduate. Regardless of whether you’re graduating with student loans or credit card debt, making a plan to manage and eventually eliminate your debt can feel overwhelming.

With that in mind, we wanted to share a simple roadmap for starting to address debt post-graduation:

A good way to start managing your debt is to get everything out in the open. List your loans, credit cards, and any other balances so you know what you’re dealing with. While you do this, be sure to pay attention to interest rates and make a plan for how you’ll handle payments each month. When you’re organized, it’s easier to keep debt from getting out of control.

If you have questions about your financial picture or want to talk about investment strategies that can support you as a recent graduate, don’t hesitate to reach out. We are here to help.

Address

809 Morton Avenue Suite 200
Bardstown, KY
40004

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 9am - 4pm
Friday 8am - 12pm

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