KY

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Stock market under the Trump administration

As investors assess prospects for Donald Trump’s second presidential term, they’re increasingly focused on likely policy changes and how they could impact markets and the economy.

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Financial values: How to align your money with your personal values

Putting your money behind the values you hold can bring both personal and financial benefits. Here are steps you can take to incorporate your personal values into your spending, giving and investing.

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How to set financial goals

Setting and working toward financial goals becomes easier when you reflect on your intentions.

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In focus

Tax planning and preparation resources

Tax planning and preparation doesn’t have to be confusing. These resources can help you maximize your benefits as you work with your tax preparer.

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IRA resources and education

Retirement savings tools such as IRAs form an important part of your financial plan. Explore how the different types of IRAs can help fund your retirement.

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Women and money

Women are expanding their financial power like never before. These resources are designed to help you take charge of your financial life.

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Retirement planning toolkit

Whether you’re already retired or just starting to plan and save, learn about steps you can take to keep your retirement goals within reach.

Browse retirement insights

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Disclosures

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Investment and insurance products and services including annuities are:
Not a deposit • Not FDIC insured • May lose value • Not bank guaranteed • Not insured by any federal government agency.

U.S. Wealth Management – KY | U.S. Bancorp Investments is the marketing logo for KY and its affiliate U.S. Bancorp Investments.

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KY, U.S. Bancorp Investments and their representatives do not provide tax or legal advice. Each individual's tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.

The information provided represents the opinion of KY and U.S. Bancorp Investments and is not intended to be a forecast of future events or guarantee of future results. It is not intended to provide specific investment advice and should not be construed as an offering of securities or recommendation to invest. Not for use as a primary basis of investment decisions. Not to be construed to meet the needs of any particular investor. Not a representation or solicitation or an offer to sell/buy any security. Investors should consult with their investment professional for advice concerning their particular situation.

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For KY:

Equal Housing Lender. Deposit products are offered by KY National Association. Member FDIC. Mortgage, Home Equity and Credit products are offered by KY National Association. Loan approval is subject to credit approval and program guidelines. Not all loan programs are available in all states for all loan amounts. Interest rates and program terms are subject to change without notice.

U.S.Bank is not responsible for and does not guarantee the products, services or performance of U.S.Bancorp Investments, Inc.

KY does not offer insurance products. Insurance products are available through our affiliate U.S. Bancorp Investments.

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For U.S. Bancorp Investments:

Investment and insurance products and services including annuities are available through U.S.Bancorp Investments, the marketing name for U.S.Bancorp Investments, Inc., member and , an investment adviser and a brokerage subsidiary of U.S.Bancorp and affiliate of U.S.Bank.

U.S. Bancorp Investments is registered with the Securities and Exchange Commission as both a broker-dealer and an investment adviser. To understand how brokerage and investment advisory services and fees differ, theClient Relationship SummaryԻ Regulation Best Interest Disclosure are available for you to review.

Insurance products are available through various affiliated non-bank insurance agencies, which are U.S.Bancorp subsidiaries. Products may not be available in all states. CA Insurance License #0E24641.

Pursuant to the Securities Exchange Act of 1934, U.S. Bancorp Investments must provide clients with certain financial information. The U.S. Bancorp Investments Statement of Financial Condition is available for you to review, print and download.

The Financial Industry Regulatory Authority (FINRA) Rule 2267 provides for BrokerCheck to allow investors to learn about the professional background, business practices, and conduct of FINRA member firms or their brokers. To request such information, contact FINRA toll-free at 1-800‐289‐9999 or via . An investor brochure describing is also available through FINRA.

U.S. Bancorp Investments .

Municipal Securities Education and Protection– U.S. Bancorp Investments is registered with the U.S. Securities and Exchange Commission and the Municipal Securities Rulemaking Board (MSRB). An investor brochure that describes the protections that may be provided to you by the MSRB rules and how to file a complaint with an appropriate regulatory authority is available to you on the MSRB website at.