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9300 Shelbyville Road
Suite. 1310
Louisville, KY 40222


Kentucky Planning Partners




What's on our mind?  You can read about it in our blog.  Whether its news from the investment services world, special recognition of one of our own KPP advisors, or a celebration of a client's retirement, you can read about it here.  And once in a while we may throw in a movie or book review.  So keep checking in.  We're glad to have you reading along.


Tuesday, February 18, 2020

The Week on Wall StreetDaily headlines about the coronavirus had little impact on stock market averages last week. Earnings and mergers had more influence. All three Wall Street benchmarks improved. The Nasdaq Composite rose 2.21%,...


Monday, February 10, 2020

The Week on Wall StreetStocks advanced four days out of five during the past market week, erasing the losses of the week before. The Nasdaq Composite surged 4.04%, the S&P 500 3.17%, and the Dow Jones Industrial Average 3.00%. Foreign...


Monday, February 3, 2020

The Week on Wall StreetStock benchmarks declined for a second straight week as coronavirus news tempered risk appetite.The S&P 500 fell 2.14% on the week. The Nasdaq Composite dipped 1.76%, and the Dow Jones Industrial Average, 2.55%....


Monday, January 27, 2020

The Week on Wall StreetStock prices fell last week as investors considered the potential health and economic risks of the flu-like coronavirus.Foreign stock markets, as tracked by the broad MSCI EAFE index, fell 1.03% for the week....


Tuesday, January 21, 2020

The Week on Wall StreetTraders were in an upbeat mood last week, reacting to news out of Washington: the signing of the phase-one trade deal between the U.S. and China as well as the Senate passage of the U.S.-Mexico-Canada Agreement...


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Tuesday, January 14, 2020

The Week on Wall StreetThe market had a choppy five days, with traders reacting to geopolitical developments and weaker-than-expected jobs data. Even so, the three major U.S. equity indices posted weekly gains and continued their...


Monday, January 13, 2020

The Week on Wall StreetThe market had a choppy five days, with traders reacting to geopolitical developments and weaker-than-expected jobs data. Even so, the three major U.S. equity indices posted weekly gains and continued their...


Monday, January 13, 2020

The Week on Wall StreetThe market had a choppy five days, with traders reacting to geopolitical developments and weaker-than-expected jobs data. Even so, the three major U.S. equity indices posted weekly gains and continued their...


Monday, January 6, 2020

The Week on Wall Street Stocks descended from record highs Friday, as traders reacted to a U.S. drone strike that killed Iran's top military officer. Oil prices rose more than 3% following the breaking news.[1] Wall Street benchmarks...


Monday, December 30, 2019

What Drove the Markets? Four factors influenced investment performance in 2019: a shift in U.S. monetary policy, the ongoing trade dispute between the U.S. and China, earnings, and the economy. Stocks reached record highs in 2019. The...


Monday, December 16, 2019

The Week on Wall Street The U.S. and China announced a limited trade agreement last week. That news lifted U.S. and foreign stocks, leading to weekly gains. Advancing 0.91% on the week, the Nasdaq Composite outperformed the S&P 500...


Monday, December 9, 2019

The Week on Wall Street Key Wall Street benchmarks were up and down last week – or rather down and then up. A Tuesday retreat was offset by a Friday rally spurred by the Department of Labor’s November jobs report. While the S&P 500...


Monday, December 2, 2019

The Week on Wall Street As November wrapped up, U.S. equity benchmarks advanced. Stocks were again aided by a sense of optimism that a preliminary U.S.-China trade deal could be near. For the week, the Nasdaq Composite added 1.87%;...


Monday, November 25, 2019

The Week on Wall Street Stocks declined last week as mixed signals emerged about the progress of U.S.-China trade negotiations. The three major Wall Street benchmarks all took weekly losses. The Dow Jones Industrial Average declined 0...


Monday, November 18, 2019

The Week on Wall StreetStock benchmarks were little changed for much of last week, but a rally occurred Friday after news broke that the U.S. and China could be closing in on the first phase of a new trade pact. At Friday's close, the...


Monday, November 11, 2019

The Week on Wall Street Domestic and international stocks rose last week. Risk appetite outweighed concerns about the state of U.S.-China trade discussions. The Dow Jones Industrial Average, Nasdaq Composite, S&P 500, and MSCI EAFE...


Monday, November 4, 2019

The Week on Wall Street A better-than-forecast jobs report prompted a stock market rally Friday, two days after traders witnessed another interest rate cut by the Federal Reserve. Both the S&P 500 and Nasdaq Composite ended the week...


Monday, October 28, 2019

The Week on Wall Street The S&P 500 came within 0.1% of a record close Friday. Stocks were lifted last week by positive news on U.S.-China trade negotiations, plus earnings announcements. The Nasdaq Composite posted the largest weekly...


Monday, October 21, 2019

The Week on Wall Street Earnings helped give the Nasdaq Composite and S&P 500 a slight lift last week, offsetting investor disappointment over the small scope of the preliminary U.S.-China trade deal reached on October 11. Blue chips...


Monday, October 14, 2019

The Week on Wall Street Stock prices pushed higher last week, as investors remained hyper-focused on any new developments with the U.S. trade negotiations with China. The Dow Jones Industrial Average picked up 0.91%, while the...


Monday, October 7, 2019

The Week on Wall Street The fourth quarter started with a mixed week for equities. The Dow Jones Industrial Average lost 0.92% for the week; the S&P 500, 0.33%. In contrast, the Nasdaq Composite improved 0.54%. Overseas stocks pulled...


Monday, September 30, 2019

The Week on Wall Street Stocks retreated last week. Traders worried that the formal impeachment inquiry of President Donald Trump might distract White House officials from their pursuit of a trade deal with China, and shift the focus...


Wednesday, December 12, 2018


Wednesday, December 12, 2018


Tuesday, November 13, 2018

Is Gridlock Good for the Markets?


Wednesday, November 7, 2018

Midterms and the Markets


Tuesday, September 18, 2018

LPL Financial's Stephen Franklin is featured in this month's issue of Proactive Advisor Magazine. Helping Clients Navigate an Ever-Changing Financial Landscape


Wednesday, August 8, 2018

The Labor Market Remains Healthy


Wednesday, August 8, 2018

The Labor Market Remains Healthy


Thursday, July 12, 2018

Presenting the LPL Research Midyear Outlook 2018: The Plot Thickens, packed with investment insights and market analysis to guide you through all the action we may see in the year ahead. When we as investors began 2018, we were tuned...


Tuesday, June 26, 2018

A Lesson From a Duck June 2018 Beth and I were driving home last week on Interstate 64. We had just passed Hurstbourne and were coming up on the Watterson (I-264) interchange. Just ahead, a Louisville Metro police car was blocking the...


Tuesday, June 5, 2018

Why I Love Teaching Summer 2018 Here I am near the ten-year mark as an instructor for Bellarmine University. This has been one of the highlights and greatest privileges of my life and professional career. As I tend to be a bit...


Friday, May 4, 2018

Sell in May and Go Away?


Wednesday, February 7, 2018

Volatility During Healthy Markets


Thursday, December 14, 2017

We are pleased to announce the addition of Whayne Porter, CFP® to KPP. Whayne has over 30 years in the financial industry and brings a wealth of knowledge and expertise to our office. Whayne's business model is client centric and...


Tuesday, October 3, 2017

With so many events competing for our attention, how do we know where to focus?


Tuesday, July 25, 2017

Burt White's Client Letter-"Is the Market Overheating?"


Thursday, July 13, 2017

Kentucky Planning Partners is pleased to announce that Michael McCulloch has been selected as a Dave Ramsey SmartVestor Pro. Michael shares Dave Ramsey's financial principles and has a true passion for educating and advising people in...


Wednesday, June 28, 2017

2017 Mid Year Outlook Letter to Investors


Monday, June 5, 2017

Sustainable Investing


Monday, May 8, 2017

10 hidden benefits of 529 plans


Thursday, April 13, 2017

Treat Finances Like Exercise And Do It Every Day!


Monday, March 20, 2017

Where to live to Start Your Anti-Retirement


Friday, February 17, 2017

Suddenly Single? Navigating the Financial Transition of Divorce


Friday, January 27, 2017

30 Reasons Not To Invest in the Last 30 Years


Wednesday, January 25, 2017

Retirement Advice from Retired Financial Advisors


Thursday, December 29, 2016



Wednesday, December 21, 2016

A Look Back at 2016-Hits and Misses


Wednesday, December 14, 2016

Bond Market Perspectives


Wednesday, November 23, 2016

How Advisors Are Preparing Clients for Trump's Tax Plans


Tuesday, October 18, 2016

Many thanks to members of Kentucky Planning Partners for participating in Bowling for JA, a fund raising effort for the Junior Achievement of Kentuckiana Chapter. Not sure if their bowling scores were much to brag about but their...


Thursday, September 29, 2016

Baby Steps for Planning Your Child's Financial Future


Wednesday, August 24, 2016


Tuesday, June 21, 2016

Want to Retire Early? It's Not Necessarily Out of the Question


Thursday, May 5, 2016

Ask Your Financial Advisor These 7 Questions About the New Fiduciary Rule


Wednesday, March 2, 2016

A letter to our clients


Tuesday, February 23, 2016

Traditional IRA VS ROTH IRA


Tuesday, February 23, 2016

ROTH IRA and Traditional IRA Differences


Monday, February 8, 2016

It's quite fashionable these days to moralize about the shortcomings of the entire Millennial generation. And the latest fodder for critics is a recent survey by finance site that shows more than 50% of those ages 18 to 34...


Friday, January 22, 2016

January 20, 2016 Dear Valued Investor: The market has certainly given us plenty to talk about over the years, and I’ve had the opportunity to write several of these market notes. The majority of these letters have been written during...


Friday, November 6, 2015

Rob Davenport, CEO of KPP, was recently invited to join Rob Tupman and Bob Goss for 24 hours of fishing on Cumberland Lake. Rob Tupman, retired Director of Sales for LINAK-US, Inc, owns a houseboat on Lake Cumberland and docks it at...


Monday, September 28, 2015

KPP hosted a workshop on September 24th at the Owl Creek Country Club. The workshop, presented by Stephen Rathford of New York Life, addressed the issue of caring for aging parents. Important topics, such as living situations,...


Friday, May 22, 2015

KPP welcomes Jeannie Samdani, CMFC®, to our team. Jeannie brings a wealth of knowledge about Medicare, Medicare supplements, the Affordable Care Act, long term care, and individual health insurance plans. If you have questions or needs...


Thursday, May 7, 2015

KPP Advisors and their guests enjoyed a day at Churchill Downs on the Thursday before Derby. The " Thurby" event was hosted by Kyle Roy of AIG and Andy Mignery of Hines Securities. More recently, the Thurby has become a local favorite...


Monday, April 13, 2015

Rob Davenport attends LPL Masters Event


Monday, March 30, 2015

Kentucky Planning Partners, in partnership with First Trust, hosted an event at the Owl Creek Country Club on March 26th, 2015. KPP clients and guests were treated to drinks and appetizers and a presentation entitled, "Reasons To Be...


Tuesday, March 24, 2015

Pictured Above: Dr. Carrie Southworth, Andy Southworth, Dana Faulkner, Bill Faulkner, Lorie Davenport, and Rob Davenport.Each year, community members, medical professionals, and corporate leaders come together to celebrate the...


Wednesday, January 7, 2015

Michael McCulloch, CRPS®, LPL Financial Advisor Kentucky Planning Partners is happy to welcome Michael McCulloch to the firm. Michael comes to us from Wells Fargo Advisors and prior to his move to Wells Fargo, he was an advisor with...


Thursday, December 18, 2014

Press Release-December 18, 2014Rob Davenport Attends LPL Financial Business Leaders Event


Wednesday, November 19, 2014

LPL Financial named # 1 Broker-Dealer Kentucky Planning Partners is proud of our relationship with LPL Financial. Financial Planning has once again named LPL Financial as American's largest independent broker dealer. As the nation’s...


Tuesday, October 28, 2014

Kentucky Planning Partners is proud of our association with Junior Achievement. Please plan on participating in the " Taste of Sullivan University", a benefit for JA, on Thursday, November 6th from 5:30-8:00 PM. Tickets are available...


Thursday, July 24, 2014

KPP welcomes Angela Zachman, a financial advisor with over 20 years of experience. Angela comes to us from PNC Investments where she was a Senior Financial Advisor. Her goal at KPP is to provide her clients with a good understanding...


Tuesday, July 15, 2014

Welcome Eric! Eric joined the team of Rob Davenport, Ken O' Neil, Angela Zachman, and Annmarie Young last November. Not only does he assist Annmarie with the client services support, he has become an expert in the LPL web-based...


Tuesday, July 1, 2014

Kentucky Planning Partners cordially invites you to a Social Security workshop featuring Elaine Simmons, Social Security expert and key note speaker will learn how Social Security benefits...


Friday, June 13, 2014

Kentucky Planning Partners continues to add new financial advisors and staff members and one of the more recent additions is Dennis Dixon. Dennis has previous experience with Ameriprise and UBS Financial and brings expertise in...


Tuesday, May 20, 2014

KPP is growing and we are taking this opportunity to formally introduce you to the newest members of our organization. Last week, we introduced you to Bill Ralston, CFP®, who joined the firm in February of 2012. Bill has quickly become...


Monday, May 19, 2014

Rob and Lori Davenport entertained clients of Kentucky Planning Partners by hosting a tour of Kentucky's premier bourbon distilleries. Guests were transported in a luxury motor coach and all the details of the tour were organized and...


Tuesday, May 6, 2014

Since it's founding in 2006, Kentucky Planning Partners has experienced impressive growth. The company currently has 14 independent registered advisors and 5 staff members. Since 2012 alone, 4 advisors have joined the firm and their...


Friday, March 21, 2014

Securing Your Retirement Kentucky Planning Partners hosted two Social Security events on Tuesday, March 18th; a workshop during the lunch hour that was catered by California Pizza Kitchen and another workshop during the dinner hour...


Wednesday, October 23, 2013

A day on the water Rob Davenport and KPP client, George Fackler, spent Saturday, October 12th at Nolin Lake for a day of fishing. The weather was beautiful and the fishing was even better. Between the two of them, they caught close to...


Tuesday, October 22, 2013

Bill Ralston is not only one of KPP's champions; he is also a nominee for Best Buddies Champion of the Year for 2013. Bill and nine others from the community are raising funds for the non-profit organization. This charity is dedicated...


Monday, October 14, 2013

Falls City Beer is Back!! Rob Davenport and Ken O'Neil hosted clients and friends for a beer tasting event at the Falls City Brewery on Barret Ave in Louisville last Thursday, October 10th from 6-8 pm. Guests were invited to try all 6...


Thursday, September 26, 2013

Our CEO, Rob Davenport, recently spent several days in Boston for a Fidelity Advisors due diligence meeting held at the fabulous Four Seasons Hotel. There were 11 sessions that were hosted by a mix of top Fidelity portfolio managers,...