FOUNDED IN 1928
Andrew Jones Kilpatrick (Uncle Jonnie) and Warren Bothwell formed Bothwell & Kilpatrick in 1928 to offer stocks and bonds as investments to the people of Augusta. The firm was renamed A.J. Kilpatrick Jr. in 1949 when Warren Bothwell passed away. On May 1st,1962, Uncle Jonnie’s nephew, Richard Cree Kilpatrick, joined the brokerage business and A.J. Kilpatrick & Company was formed. Jonnie passed away in 1978, but the firm continued as a mainstay in downtown Augusta. In 1994, A.J. Kilpatrick & Co. joined A.G. Edwards, which was bought by Wells Fargo in 2007. In 2005, Thomas Duncan Kilpatrick joined his father, Richard, at A.G. Edwards as the third generation Kilpatrick in the financial services industry, and because of his commitment to providing objective financial advice, realigned with LPL Financial in 2009. Today, A.J.Kilpatrick is focused on serving Augusta’s people with the integrity and dedication of their founders, and the future vision of their thriving community.
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Happening Now
Is the 60/40 Portfolio Dead? | Weekly Market Commentary | June 13, 2022
LPL Research discusses the outlook for diversified portfolios of stocks and bonds to make the case that the 60/40 portfolio isn’t dead.
Economy Slowing but Not Shrinking | Weekly Market Commentary | June 6, 2022
Many pundits are issuing recession warnings and saying the economy is heading for a hard landing.
Global Portfolio Strategy | June 2, 2022
The Strategic and Tactical Asset Allocation Committee (STAAC) made only minor asset allocation changes for June, including shifting from communication services to energy, which translated into a modest value tilt.
Client Letter | Bull Market Hangs By a Thread | June 1, 2022
The bull market that began in March of 2020 came dangerously close to an end. From March 23, 2020 through January 3, 2022, the S&P 500 Index gained 114% (excluding dividends).
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