Thompson Investment Advisors, Inc

Thompson Investment Advisors, Inc Investment Counsel
Portfolio Management
Registered Investment Advisor or any of its Investment Adviser Representatives. Thompson Investment Advisors, Inc.

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Thompson Investment Advisors, Inc. is registered as an investment adviser with the State of Kentucky and only conducts business in states where it is properly notice filed or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. 

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This Labor Day, we are recognizing the hard work that supports our families, communities, and long-term goals.Our office...
09/07/2026

This Labor Day, we are recognizing the hard work that supports our families, communities, and long-term goals.

Our office will be closed Monday, September 7, and will reopen Tuesday, September 8.

We hope you enjoy a well-deserved long weekend with good food, good company, and time to recharge. From all of us at Thompson Investment Advisors in Louisville, KY, thank you for the trust you place in our team.

08/25/2026

A HUGE thank you to our incredible Superhero Scramble sponsors! 🦸‍♂️🏌️‍♀️

Your support makes the Superhero Scramble possible and even more importantly, it helps Super Drew’s Crew continue supporting pediatric cancer families right here in our community. 💛

From helping families with essential expenses to providing support and resources during some of the hardest moments imaginable, your generosity makes a real difference.

We are so grateful for every business and organization that chose to stand with us, support our mission, and be part of this special day. ❤️

Thank you for believing in Super Drew’s Crew. Thank you for investing in families. And thank you for helping us make a difference.

Please join us in giving a HUGE shoutout to these amazing sponsors! 👏👏👏

We are so lucky to have you on our team!

A thoughtful 401(k) employer match can do more than strengthen a benefits package—it can help employees build retirement...
08/13/2026

A thoughtful 401(k) employer match can do more than strengthen a benefits package—it can help employees build retirement savings while supporting retention and long-term financial wellness.

Before adding or updating a match, employers should consider:
• The match formula and eligibility requirements
• Vesting schedules
• Plan costs and administrative responsibilities
• How the benefit fits into the company’s broader compensation strategy

Every business has different goals, and the right approach should balance employee value with the company’s budget and plan design.

If you are evaluating a 401(k) match or looking for guidance on retirement plan options, our team at Thompson Investment Advisors is here to help. Reach out to start the conversation.

Financial plans aren’t meant to be set and forgotten — they should adapt as life, markets, and goals evolve. That’s why ...
08/05/2026

Financial plans aren’t meant to be set and forgotten — they should adapt as life, markets, and goals evolve. That’s why reviewing your strategy each year is one of the simplest ways to keep your long‑term plan strong and resilient.

Our team at Thompson Investment Advisors helps clients understand how their financial planning and investment guidance may hold up over the next five years and beyond. If you’re unsure how your current plan supports your future goals, we’re here to walk through it with you.

Reach out to schedule a review and make sure your strategy stays aligned with your long‑term vision.

When it comes to retirement income, finding the right balance matters. At Thompson Investment Advisors, we help our comm...
08/03/2026

When it comes to retirement income, finding the right balance matters. At Thompson Investment Advisors, we help our community here in Louisville build strategies that support the lifestyle you've worked hard for while staying adaptable as markets shift.

Swipe through to learn how guardrails and flexible income planning can help you stay on track throughout retirement.

Retirement planning isn’t one-size-fits-all. If you’d like to review your current strategy or explore new options, our team is here to help. Give us a call anytime.

Mid-year is a great time for a quick check-in on your charitable giving strategy. With key tax changes arriving in 2026,...
07/30/2026

Mid-year is a great time for a quick check-in on your charitable giving strategy. With key tax changes arriving in 2026, reviewing your plan now can help you stay ahead and make the most of your contributions.

Our team at Thompson Investment Advisors is here to help you understand how these updated thresholds may affect when and how you give, even if the amount you give stays the same.

If you're thinking about refining your charitable giving strategy or preparing for the 2026 updates, we’d be glad to walk through the details with you.

Have questions about giving strategies? Share them in the comments.

Cash reserves are an essential part of a strong financial foundation. Setting aside funds for unexpected expenses or sho...
07/18/2026

Cash reserves are an essential part of a strong financial foundation. Setting aside funds for unexpected expenses or short-term needs helps create stability and gives you room to navigate life’s surprises with confidence.

Swipe through to learn how cash reserves fit into a broader financial strategy and why they matter for long-term financial planning.

If you’d like help reviewing whether your current approach supports your overall financial picture, our team at Thompson Investment Advisors is here to guide you.

Summer is officially here in Louisville, and many of us are gearing up for long-awaited vacations. Before you head out, ...
07/11/2026

Summer is officially here in Louisville, and many of us are gearing up for long-awaited vacations. Before you head out, it’s a great time to make sure your travel plans line up with your financial goals.

This month’s quiz is all about vacation spending—take a minute to test your knowledge and see how ready your finances are for summer travel.

If you have questions about budgeting around your goals or want to revisit your broader financial plan, our team is here to help. Reach out anytime to start the conversation.

Mid-year is a good time to review your financial strategy, especially if you’ve recently experienced a major life event....
06/29/2026

Mid-year is a good time to review your financial strategy, especially if you’ve recently experienced a major life event. When income, family structure, taxes, or risk exposure change, your strategy should evolve too.

Here are a few life events that may signal it’s time for a review:

🔵 Career Changes or Income Shifts - Promotions, new roles, or job transitions can alter retirement strategy, benefits, and overall income stability.
🔵 Marriage or Partnership Changes - Combining finances with a spouse or long-term partner affects debt management, retirement strategy, and investing goals.
🔵 Divorce or Separation - Asset division, new housing costs, and changing household income may require adjustments to savings rates, investment risk levels, and long-term retirement timelines.
🔵 Birth or Adoption of a Child - Adding a dependent introduces new long-term expenses and planning considerations.
🔵 Inheritance or Windfall Events - Sudden liquidity can strengthen long-term planning if integrated thoughtfully.
🔵 Home Purchase or Relocation - Housing decisions influence overall liquidity and debt, and often require long-term planning to manage.

Life events often reshape financial reality faster than markets do. If you’d like to discuss how recent life changes may affect your strategy, feel free to reach out. We’re always here to help.

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1000 Cherokee Road
Louisville, KY
40204

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