Blog posts by tag

 by Maria Tipton, J.D.While a great deal of discussion in the estate planning world has focused on “permanently” increased gift and estate tax exemptions that went into effect with the passage of the One Big Beautiful Bill Act (OBBBA), an intriguing option known as the “Trump Account” has recently come online and offers another tool (the …

 Planning for Social Security Uncertainty: The 2032 Trust Fund ChallengeThe Social Security Administration’s latest trustees report, released in June 2026, warns that the Old-Age and Survivors Insurance (OASI) trust fund, the primary source for retirement benefits, will be depleted by late 2032. Without congressional action, ongoing payroll …

 Meet Jeff Jackson, Regional ManagerFollowing our recent acquisition of Field & Main Bank, Stock Yards Bank & Trust is incredibly proud to officially welcome Jeff Jackson to our Wealth Management & Trust team as Regional Manager for the Western Kentucky and Evansville Region. Bringing over four decades of financial expertise, …

 by John M. FidlerChief Investment Officer(502) 259-2543 | John.Fidler@syb.com 2Q26 ReviewThe first half of 2026 saw continued strong equity performance despite geopolitical stresses. Asset class diversification continues to benefit diversified investors, as small caps, emerging markets, and commodities all clocked higher returns than the …

 Dear Clients, Partners, and Friends,As we begin 2026, we do so against a backdrop of meaningful geopolitical tension and economic uncertainty. The escalation of the Iran conflict in the Middle East has quickly become the defining macro event of the year. This is not simply another policy debate or trade dispute—it is a real and evolving …