Shaleen R. Newton

Shaleen R. Newton

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Caring for aging parents and loved ones 08/11/2025

Whether you’re a caregiver today or want to be prepared for the possibility, I can help you navigate the complex financial challenges that can arise when caring for an aging parent or loved one.

Caring for aging parents and loved ones How to manage the unique financial, medical and legacy challenges.

Midyear outlook: Will investors continue to overlook the risks? 08/07/2025

As the rest of the year unfolds, I’m here to help you make sense of the potential impacts on your portfolio.

Midyear outlook: Will investors continue to overlook the risks? Equity markets have proved remarkably resilient in 2025, despite an uncertain economic environment.

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805 N Whittington Pkwy Suite 100
Louisville, KY
40222