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Giving Credit (and Credit Advice) on Veterans Day

As a Marine veteran of Operation Iraqi Freedom, celebrating Veterans Day has always been important to me. Honoring active and retired vets, Veterans Day honors and pays tribute to the Americans who are willing to do the most anyone can do for his or her country – give...


Why Asset Titling Is Critical in Estate Planning

You have worked hard to build your wealth. Now it’s time to take care of your loved ones, and there’s no better way to do that than to have a well-designed, comprehensive estate plan in place. Estate planning can seem like a complex undertaking, but an experienced...


Texas Law Changes Make Dynasty Trusts More Appealing

Originally published on fwtx.com on July 29, 2021 BY: KATHY CHRISTOFFEL, CTFA Market President, Argent Trust-Fort Worth Market (817) 502-3586 Individuals and families who want to establish a long-term legacy and have their trusts remain in Texas and serve Texans now...


Monthly Market Update- Investment Commentary

August 2021 Developed equity markets rose during July. U.S. stocks led the way with a gain of 2.4%. Developed international markets notched a 0.8% return. The headlines in July came out of emerging markets, more specifically China. Emerging-market stocks fell 6.9% in...


Three Books to Help Achieve Personal Financial Independence

When discussing money and finances with clients, I get personal. I want to know their goals so I can help achieve them. I also share insights about investing and financial planning, often highlighting articles and books, to provide them with useful perspectives about...


Fixed Income Commentary- July 2021

July 2021 2nd Quarter 2021 Fixed Income Review • Q2 fixed income markets experienced positive performance although Treasuries and high credit quality were still negative year-to-date • Although a strong influence during the first half of 2021, the reflation trade in...


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