Thompson Investment Advisors, Inc

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Thompson Investment Advisors, Inc

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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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10/29/2026

Halloween may be one night, but some financial habits can create stress that lasts much longer.

At Thompson Investment Advisors, we help individuals and families in Louisville build financial plans designed around their goals, retirement timeline, and comfort with risk.

A few common financial frights to watch for:
• Letting a 401(k) or retirement plan go unchecked
• Making investment decisions based on headlines
• Overlooking opportunities such as Roth conversions
• Entering retirement without a coordinated income strategy

The good news: a thoughtful financial plan can help replace uncertainty with clarity. If you would like to discuss your goals and explore a strategy for your future, our team is here to help.

What financial question has been on your mind lately?

10/20/2026

Estate Planning Awareness Week is a helpful reminder that a will is only one part of a well-rounded financial plan.

For high-net-worth individuals and families, estate planning may also involve coordinating beneficiary designations, preparing for incapacity, considering potential tax implications, and ensuring assets transfer according to your wishes.

Swipe through for key estate planning considerations to discuss with your attorney, tax professional, and financial advisor.

Thoughtful planning can bring greater clarity for you and the people you care about. If you have questions about how estate planning fits into your overall financial plan, I am here to help.

10/06/2026

October is National Financial Planning Month—a helpful reminder that a strong financial plan is built for more than today’s market headlines.

Whether you are focused on retirement planning, 401(k) contributions, Roth conversion opportunities, or managing investment risk, revisiting your goals can help keep your strategy aligned with what matters most to you.

A few planning basics to consider:
• Review your goals and timeline
• Confirm your investment mix still fits your comfort with risk
• Check beneficiaries and account details
• Identify questions to discuss before year-end

At Thompson Investment Advisors, I help individuals and families in Louisville make thoughtful financial decisions with a long-term perspective. Feel free to share these reminders with someone who may find them useful, and contact me if you would like to talk through your financial plan.

09/24/2026

With fewer than 100 days remaining in the year, now is a good time to revisit the financial decisions that can make a meaningful difference before 2027.

A year-end financial planning review may include:
• Reviewing retirement plan contributions and 401(k) options
• Evaluating potential Roth conversion opportunities
• Checking investment allocations and portfolio risk
• Reviewing tax-aware strategies and cash-flow needs
• Confirming that your retirement goals are still on track

At Thompson Investment Advisors, I help individuals and families in Louisville and beyond approach these decisions with a clear, personalized plan.

Swipe through for key areas to consider, and reach out if you would like to discuss your financial goals before the year ends.

09/22/2026

September is National Preparedness Month, and financial preparedness deserves a place alongside emergency kits and storm plans.

A thoughtful retirement plan can help prepare you for life’s unexpected moments by considering factors such as changing markets, health care costs, income needs, and long-term goals.

At Thompson Investment Advisors, we help individuals and families in Louisville, KY, build retirement strategies designed around their unique circumstances. If it has been a while since you reviewed your plan, this is a good time to revisit it.

What part of retirement planning feels most important to prepare for right now?

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!

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.

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.

Address

1000 Cherokee Road
Louisville, KY
40204

Website

http://www.thompsoninvestment.com/

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