2020 Annual Letter
Our subject is finance but our thoughts are also on the well-being of our clients and friends.
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Tips for Preventing Fraud
Cybercrime and fraud are serious threats and constant vigilance is key. While my firm plays an important role in helping protect your assets, you can also take action to protect yourself and help secure your information.
Todd Lowe Selected for Bingham Fellows Class of 2020
From a very competitive pool of candidates, forty-four community leaders have been selected to participate in the Leadership Louisville Center’s Bingham Fellows Class of 2020.
2019 Annual Letter
The economic expansion that began in 2009 moved into historic and uncharted territory as it exceeded 10 years.
Parthenon Commemorates 20th Anniversary in Book of Lists
Parthenon’s advertisement in Business First’s Book of Lists highlights 20 years of building portfolios of enduring value.
Parthenon LLC Celebrates 20 Years of Client Successes
While other investment advisory firms have come and gone, Parthenon LLC is celebrating its 20th anniversary—and is still going strong.
A Remarkable Comeback Story
The quiet Mediterranean island of Elba is located roughly 6 miles off the coast of Italy. Visitors to the 86 square mile island enjoy pristine waters, excellent diving, and fresh fish for dinner.
2018 Annual Letter
As the calendar turned to the fourth quarter our thoughts, as customary, turned to potential topics and themes for this letter. One topic at the forefront was the length of the bull market and the economic expansion.
Todd Lowe selected to receive 2018 Kentucky Nonprofit Awards
Kentucky Nonprofit Network will recognize Todd P. Lowe of Louisville at the 16th annual Kentucky Nonprofit Leadership Forum Oct. 18 in Lexington.
Parthenon’s Matthew Carper included in Wealth Management Table of Experts
In a 60-minute discussion, representatives from five firms involved in the wealth management industry talked about the challenges and opportunities facing today’s investors.
Parthenon LLC Again Named Top Registered Investment Adviser
The Financial Times 300 Top RIAs list highlights elite, independent adviser firms with at least $300 million in assets under management.
2017 Annual Letter
To Our Clients and Friends of Parthenon LLC The stock market marched onward and upward in 2017. The S&P 500 total return, with dividends, was 21.8%. It was a relentlessly positive year for stocks – this was the first year that the S&P 500 had a positive return in every month. Volatility has apparently left…
Louisville’s Todd P. Lowe of Parthenon LLC Honored for Charitable Work
Todd P. Lowe, a volunteer leader for several organizations, received Honorable Mention for philanthropic excellence in the eleventh annual Invest in Others Awards.
2016 Annual Letter
To Our Clients and Friends of Parthenon LLC Well, 2016 is in the books and it was, at the least, interesting. We will discuss primarily matters financial but some politics will, by needs, be addressed. The year began with the worst first five days in market history, as the major indexes fell over 5%. After…
2015 Annual Letter
To Our Clients and Friends of Parthenon LLC After the most volatile year in the stock market since 2011, the S&P 500 managed to finish with a total return, with dividends, of 1.38%. Even with the paltry results of 2015, since the beginning of 2009 the S&P 500 has returned 162.8% or 14.8% annualized. That…