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The Morning View: March 31, 2023

From our colleagues at our sister company, Argent Trust: Announced this morning, Personal Income grew 0.3% in February, slightly higher than expected. Personal Spending increased 0.2% in February, which was less than expected and markedly lower than the previous...


Market Perspectives- March 2023

March Madness •  The Fed increased interest rates by another 25 basis points, raising the targeted range of 4.75% to 5%, the highest level in 15 years. • Failure of Silicon Valley Bank and Signature Bank resulted in a market reevaluation of regional bank risk....


The Morning View: Post FOMC Decision on Interest Rates

At the conclusion of yesterday's FOMC meeting, another 25bp rate hike was announced, raising the Fed Funds rate’s target range to 4.75 – 5.00%. Let’s dig into the statement, the SEP, and the press conference to see what more we can glean from today’s announcement. The...


The Journey to Achieving Financial Wellness

“Financial wellness” is an innocuous-sounding phrase that, when you really unpack it, carries a lot more meaning than many people realize. What does it mean to be financially well? Financial wellness doesn’t just consist of what’s in your bank account or your...


Wealth Management Lessons from March Madness

Like many of you, this month I’ll be consumed with my favorite annual event, the NCAA basketball tournament. It’s always so exciting when March Madness returns with teams all dreaming of advancing to the Final Four and cutting down the nets as national champions....


Ladies, Let’s Talk About Financial Organization

(THIS ARTICLE IS THE FIRST OF TWO FOR WOMEN | WEALTH | WELLNESS) The older I get, the more I understand the value of being organized — not just in my personal calendar or “to do” list, but also in my financial life. It seems every year I hear of others who begin...


The Morning View: March 10, 2023

From our colleagues at our sister company, Argent Trust: In this morning’s data, the economy added 311,000 jobs in February, again higher than expected.  The Leisure and Hospitality industry was relatively strong, adding 105,000 jobs, while the Manufacturing industry...


Market Update -March 2023

A Month At A Glance: After a strong start to the year, global equity markets gave back some of those gains in February. An appreciating US dollar negatively impacted foreign equity returns—resulting in outperformance by US markets. Resilient economic data continue to...


Retirement Times March 2023 Newsletter

March 2023 This month's Retirement Times discusses the following: The Retirement Reshuffle Is Impacting Plan Sponsors How Many Retirement Plan Committees Does Your Organization Need? What’s in a Benchmark? Participant Corner - Planning Financial Futures Download the...


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