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The Morning View: January 21, 2020

Announced this morning, Initial Jobless Claims were 900,000 for the week ending January 16th, and Continuing Claims were 5,054,000 for the week ending January 9th.  Both were decreases from the previous week, but levels remain elevated.  Meanwhile, the European...


4 Ways President Biden’s Proposed Tax Changes May Impact You

With the election results in Georgia now certified, we now know the ultimate effect of the 2020 elections, with Democrats gaining control of the White House, maintaining control of the House of Representatives by a slim margin and forging a 50-50 split in the Senate....


The Morning View: January 15, 2021

In this morning’s data, Retail Sales for December fell -0.7%, worse than expected.  Non-store Retailers, Electronics & Appliances, and Food Service & Drinking Places were especially weak, while Gasoline Stations showed some strength.  The Control Group, which...


Argent Employee Spotlight – Jon Daubert

Meet Jon Daubert, who is with Argent Trust in San Antonio and has been with us for 2 years.   Q. What led you to Argent and what makes it unique? A. One thing that was very appealing to me and unique about Argent Trust Company is that trusts, estates, and...


Monthly Market Update

January 2021, Year-End 2020 Investment Commentary We said in the first quarter that we would get through this crisis and that things would improve and recover. Financial markets recovered first, quicker than they ever have from such a deep economic hole and quicker...


The Morning View: January 8, 2021

Announced this morning, the economy lost jobs in December, falling -140,000, which is the first negative monthly print since April.  The Retail Trade and Construction industries were strong, while Leisure and Hospitality was very weak.  The Unemployment Rate held...


Retirement Times January 2021 Newsletter

January 2021 This month's Retirement Times discusses advisory services- should fiduciaries outsource retirement plan investment responsibility? Download the Retirement Times January newsletter here.


Fixed Income Commentary

January, 2021 4th Quarter 2020 Fixed Income Review Fixed income markets had generally positive performance in the 4th quarter of 2020 and returns for the year were quite good considering the historically low rates available and U.S. equity markets hitting all-time...


Investment Outlook – January 2021

A New Year!   We have a friend who makes it a point to be in bed asleep when midnight arrives on New Year’s Eve. This year, he’s made an exception to this rule. His reason: “I want to make sure that 2020 actually leaves.” And indeed, this past year has been an...


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