News - Heritage Trust

Kiplinger.com: In Estate Planning, Your Values Can Play a Key Role

June 27, 2023 | https://www.kiplinger.com | James Ferraro, JD

Kiplinger.com: Trust Provisions Addressing Substance Use Require Flexibility

May 23, 2023 | https://www.kiplinger.com | Timothy Barrett

Kiplinger.com: Charitable Giving Strategies for Not-as-Wealthy Donors

February 9, 2023 | https://www.kiplinger.com | Timothy Barrett

NYSE.com: Argent Ringing The NYSE Bell

January 31, 2023 | http://www.nyse.com/bell | Argent

Kiplinger.com: Divorcing a Trustee: Do You Need a Prenuptial?

December 5, 2022 | https://www.kiplinger.com | Timothy Barrett

BenefitsPro.com: Understanding the fiduciary standard: What it means for employers

November 30, 2022 | https://www.benefitspro.com | Kyle McDonald

Forbes.com: Intrafamily Loans: Potentially Powerful And Perilous

October 6, 2022 | Forbes.com: Intrafamily Loans: Potentially Powerful And Perilous | David Redding

Kiplinger.com: How Community Property Trusts Can Benefit Married Couples

September 18, 2022 | https://www.kiplinger.com | Timothy Barrett

Forbes.com: When Will Inflation Return to Normal?

September 13, 2022 | https://www.forbes.com | Tom Stringfellow

FWTX.com: Setting Up A Will: Where to Start

September 12, 2022 | https://fwtx.com | Kathy Christoffel

BIZ Magazine.com: Argent Financial Group appoints Clinton Rasberry as audit associate

August 29, 2022 | https://bizmagsb.com | Clinton Rasberry

Newsbreak.com: Argent Financial Group appoints Clinton Rasberry as audit associate

August 29, 2022 | https://www.newsbreak.com | Clinton Rasberry

Forbes.com: Purposeful Wealth Transfer Planning

August 25, 2022 | https://www.forbes.com | David Redding

Ruston Daily Leader.com: Argent Financial Group Promotes Grant Nelson

August 2, 2022 | https://www.rustonleader.com | Grant Nelson

Family Wealth Report.com: Who’s Moving Where In Wealth Management? – RMO, Argent

July 26, 2022 | https://www.familywealthreport.com | Grant Nelson

BIZ Magazine.com: Argent Financial Group Promotes Grant Nelson to Mineral Audit Manger

July 26, 2022 | https://bizmagsb.com | Grant Nelson

Kiplinger.com: The Best Way to Protect a Parent from Scammers

July 25, 2022 | https://www.kiplinger.com | James Ferraro, JD

FWTX.com: 3 Tips for Improving Your Wealth Management Strategy

July 11, 2022 | https://fwtx.com | Kathy Christoffel

Newsbreak.com:Argent Financial Group Wins Stevie® Award for Financial Services Company of the Year

June 15, 2022 | https://www.newsbreak.com | Argent

BIZ Magazine.com: Argent Financial Group Wins Stevie® Award for Financial Services Company of the Year

June 15, 2022 | https://bizmagsb.com | Argent

The Journal Record.com: Henderson named VP at Heritage Trust

May 25, 2022 | https://journalrecord.com | Brooke Henderson

Ft. Worth Inc.com: Should You Be Updating Your Estate Plan?

May 19, 2022 | https://fortworthinc.com | Kathy Christoffel

Family Wealth Report.com: Who’s Moving Where In Wealth Management? – Heritage Trust

May 24, 2022 | https://www.familywealthreport.com | Brooke Henderson

Forbes.com: How To Determine If You Need A Will

May 25, 2022 | https://www.forbes.com | David Redding

Kiplinger.com: 2 Strategies to Reduce Taxes from the Sale of Your Business

May 15, 2022 | https://www.kiplinger.com | Timothy Barrett

Lincoln Parish Journal.com: Argent Financial Group Appoints Tech, LSU-S Grads As Mineral Managers

May 9, 2022 | https://lincolnparishjournal.com | Preston Smith & John Barr

Newsbreak.com: Argent Financial Group Appoints Tech, LSU-S Grads As Mineral Managers

May 9, 2022 | https://www.newsbreak.com | Preston Smith & John Barr

Nasdaq.com: Keeping Property in the Family with LLCs and Partnerships

April 29, 2022 | https://www.nasdaq.com | James Ferraro, JD

Newsbreak.com: Keeping Property in the Family with LLCs and Partnerships

April 29, 2022 | https://www.newsbreak.com | James Ferraro, JD

JNews.com: Kiplinger’s Personal Finance: A charitable trust with many benefits | Business News

April 26, 2022 | https://jnews.uk | Jim Ferraro

Oklahoma Bar Journal.com: Michael Romero has been named president of the Oklahoma-based Heritage Trust Company.

April 19, 2022 | https://www.okbar.org/barjournal/march-2022/ | Mike Romero

Kiplinger.com: Is Crypto Investing Really Worth It?

April 15, 2022 | https://www.kiplinger.com | Timothy Barrett

Nasdaq.com: Nearly Two-Thirds of Americans Are Bracing For Even Higher Prices-Tom Stringfellow Quoted

March 25, 2022 | https://www.nasdaq.com | Tom Stringfellow

Journal Record.com: Jack: Wealth Management Tips from Coaching Legends

March 7, 2022 | https://journalrecord.com | Aaron Jack

Biz Magazine.com: Argent Mineral Management promotes David Smith to Louisiana Manager and Business Development Officer

March 11, 2022 | https://bizmagsb.com | David Smith

The Real Finance Mentor.com: Saiyida Zainab Gardezi/Confidence is a skill that you must work on.

February 27, 2022 | https://www.therealfinancementor.com | Saiyida Gardezi

Kiplinger.com: How to Keep Your Estate Plan from Jeopardizing a Disabled Heir’s Benefits

February 9, 2022 | https://www.kiplinger.com | Jim Ferraro

Kiplinger.com: Should You Own Your Home in Your Trust?

February 8, 2022 | https://www.kiplinger.com | Timothy Barrett

Association of Trust Organizations.com: Heritage Trust Company Names Michael Romero President

January 25, 2022 | https://trustorgs.com | Mike Romero

The Journal Record.com: Donor Advised Funds-Smart Choice for Charitably Minded Taxpayers

December 29, 2021 | https://journalrecord.com | Aaron Jack

Forbes.com: 2022 Fed Outlook: How To Tame Inflation Without Killing The Recovery-Tom Stringfellow quoted

December 27, 2021 | https://www.forbes.com | Tom Stringfellow

Investments & Wealth Institute Announces 2022 Chair and New Board Members- Deidre Waltz

December 15, 2021 | https://investmentsandwealth.org | Deidre Waltz

Lincoln Parish Journal.com: Argent Financial Group Fiduciary Professionals Recognized

December 14, 2021 | https://lincolnparishjournal.com | Brooks Campany and Kenny Brown

Nasdaq.com: 6 of the Best Assets to Inherit

December 9, 2021 | https://www.nasdaq.com | Mike Romero

Kiplinger.com: 6 of the Best Assets to Inherit

December 9, 2021 | https://www.kiplinger.com | Mike Romero

American Bankers Association: Recognizes Winners of “Under 40 Awards in Wealth Management”

December 1, 2021 | https://www.aba.com | Kenny Brown & Brooks Campany

Fort Worth Business Press: Newsmakers: New Oakridge leader- Saiyida Gardezi

November 6, 2021 | https://fortworthbusiness.com | Saiyida Gardezi

FWTX.com: Estate Planning for Your Collection or Valuable Assets

November 3, 2021 | https://fwtx.com | Kathy Christoffel

Bloomberg.com: A Look At Cybersecurity, Taxes And The Markets (Podcast) -Tom Stringfellow

November 2, 2021 | https://www.bloomberg.com | Tom Stringfellow

The Journal Record: Gardezi earns CFA designation

October 21, 2021 | https://journalrecord.com | Saiyida Gardezi

Kiplinger.com: 5 of the Worst Assets to Inherit – (Mike Romero quoted)

September 14, 2021 | https://www.kiplinger.com | Mike Romero

American Funeral Director.com: Is It Time for a 401(k) Tuneup for Your Company’s Retirement Plan?

September 8, 2021 | https://www.afd-digital.com | Michael Faherty

FWTX.com: Texas Law Changes Make Dynasty Trusts More Appealing

July 29, 2021 | https://fwtx.com | Kathy Christoffel

Kiplinger.com: Can Bitcoin Be a Prudent Investment for Trusts?

August 10, 2021 | https://www.kiplinger.com | James Ferraro, JD

Kiplinger.com: How Does a Spendthrift Trust Differ from an Asset Protection Trust?

August 6, 2021 | https://www.kiplinger.com | Timothy Barrett

CEOWORLD.Com: Why Domestic Asset Protection Trusts Offer Advantages to Business Executives

July 21, 2021 | https://ceoworld.biz | Chris Kelly

Biz New Orleans.com: Whom Do You Trust?

July 1, 2021 | https://www.bizneworleans.com/ | Jill Knight Nalty

Family Wealth Report.com: Who’s Moving Where in Wealth Management?-Shannon Mercer

June 29, 2021 | https://www.familywealthreport.com/ | Shannon Mercer

Kiplinger.com: What Role Should Your Children Play in Your Business Succession Plan?

June 28, 2021 | https://www.kiplinger.com | Timothy Barrett

Former Frost Wealth Advisors Chief Investment Officer Joins Argent Trust Company

June 1, 2021 | https://www.sachamber.org | Tom Stringfellow

Dallas Business Journal: Newly-hired Fort Worth mineral manager talks trends in the industry, future oil and gas outlook

June 10, 2021 | https://www.bizjournals.com | Travis Gist

UT Dallas: Naveen Jindal School of Management Alumni Spotlight- Ron Duggan

June 9, 2021 | https://jindal.utdallas.edu | Ron Dugan

Association of Trust Organizations: Charlene Scoles Promoted to Senior Compliance Officer for Argent Fiduciary Consulting Services

May 27, 2021 | https://www.trustorgs.com | Charlene Scoles

Association of Trust Organizations: Argent Financial Group Marketing Chief Sarah Warren Named Young Business Leader of the Year by Ruston-Lincoln Chamber of Commerce

May 27, 2021 | https://www.trustorgs.com | Sarah Warren

BIZ Magazine: Argent Financial Group Marketing Chief Sarah Warren named Young Business Leader of the Year by Ruston-Lincoln Chamber of Commerce

June 2, 2021 | https://bizmagsb.com | Sarah Warren

Ruston Daily Leader: 101st Chamber Banquet-Sarah Warren

May 27, 2021 | https://www.rustonleader.com/news/101st-chamber-banquet | Sarah Warren

D Magazine: Personnel Moves, Argent Financial Group- Travis Gist

May 25, 2021 | https://www.dmagazine.com | Travis Gist

The Journal Record: Biden plan warrants watching by estate planners-Aaron Jack

May 25, 2021 | https://journalrecord.com | Aaron Jack

Nola.com: New Orleans, Baton Rouge area People in Business- Michael Faherty

May 23, 2021 | https://www.nola.com | Michael Faherty

The Advocate: Baton Rouge, New Orleans area People in Business-Michael Faherty

May 23, 2021 | https://www.theadvocate.com | Michael Faherty

Dallas Business Journal: Fiduciary Firm hires mineral management leader to its Fort Worth office-Travis Gist

May 21, 2021 | https://www.bizjournals.com | Travis Gist

AAPL Connect Newsletter: Travis Gist Joins Argent Mineral Management in Fort Worth

May 17, 2021 | https://aaplconnect.landman.org | Travis Gist

Fort Worth Business Press: Gist Joins Argent Financial Group

May 21, 2021 | https://fortworthbusiness.com | Travis Gist

San Antonio Woman: My Company Has a 401K, What Does That Mean for Me?

May 13, 2021 | https://sawoman.com | Linde Murphy

Family Wealth Report: Who’s moving where in wealth management? Argent Financial Group-Travis Gist

May 19, 2021 | https://www.familywealthreport.com | Travis Gist

Biz New Orleans.Com: Michael Faherty Joins Argent Financial Group’s N.O. Office

May 18, 2021 | https://www.bizneworleans.com | Michael Faherty

New Orleans Business.Com: People this Week, New hires, promotions, awards- Tom Stringfellow & Michael Faherty

May 18, 2021 | https://neworleanscitybusiness.com | Tom Stringfellow & Michael Faherty

Association of Trust Organizations: Travis Gist Joins Argent Mineral Management in Fort Worth

May 17, 2021 | https://www.trustorgs.com | Travis Gist

Association of Trust Organizations: Michael Faherty Joins Argent Financial Group’s New Orleans Office as SVP of Institutional Services

May 11, 2021 | https://www.trustorgs.com | Michael Faherty

Bankrate.com: How to choose a financial advisor: 6 tips for finding the right one by Brooks Campany

May 14, 2021 | https://www.bankrate.com/ | Brooks Campany

MSN Money.com : How to choose a financial advisor: 6 tips for finding the right one by Brooks Campany

May 14, 2021 | https://www.msn.com | Brooks Campany

Ruston Daily Leader: Sarah Warren mentioned as Origin Bank Young Business Leader of the Year

May 5, 2021 | https://www.rustonleader.com | Sarah Warren

bizjournals.com: Former longtime Frost Bank executive hired by Louisiana firm

May 11, 2021 | https://www.bizjournals.com | Tom Stringfellow

The Mutual Fund Wire.com: An Ex Fundster Chief Resurfaces At a $30B-AUMA WM Firm

May 4, 2021 | www.mfwire.com | Tom Stringfellow

FWTX.com: 3 Tips To Help Simplify Estate Planning

May 6, 2021 | https://fwtx.com | Kathy Christoffel

Louisiana Tech University: Hamrick receives Argent Financial’s Hambidge Center Fellowship

May 6, 2021 | https://www.latech.edu | argent

New Orleans City Business: People this Week: New hires, promotions, awards

May 6, 2021 | https://neworleanscitybusiness.com/ | Tom Stringfellow

Family Wealth Report: Who’s Moving Where In Wealth Management?

May 4, 2021 | https://www.familywealthreport.com | Tom Stringfellow

Biz Journal San Antonio: Louisiana Firm Hires Executive with More Than 40 Years at Frost

May 3, 2021 | https://www.bizjournals.com | Tom Stringfellow

San Antonio Express News: Longtime Executive at San Antonio-Based Frost Bank’s Investment Arm Joins Argent Trust

May 3, 2021 | https://www.expressnews.com | Tom Stringfellow

Kiplinger.com: What Happens to Your Digital Assets When You Die?

May 1, 2021 | kiplinger.com | Jim Ferraro

Association of Trust Organizations: Argent Financial Group Wins Two Silver Stevie Awards in 2021 American Business Awards

April 29, 2021 | https://www.trustorgs.com | Argent

Ruston-Lincoln Chamber of Commerce: Argent Financial names Tech professor as 2021 Hambidge Center Fellowship recipient

April 27, 2021 | lincolnparishjournal.com | Argent

Kiplinger.com – Legal Advice for Parents with Kids in That ‘Awkward Stage’ of Semi-Adulthood

April 26, 2021 | www.kiplinger.com | Timothy Barrett

Ruston Daily Leader: Argent Trust Company Announces Promotions

April 6, 2021 | www.rustonleader.com | Deanna Rankin, Amy Rhodes, Kim Breithaupt

Biz New Orleans: Argent Trust Company Announces Promotions

April 8, 2021 | www.bizneworleans.com | Deanna Rankin, Amy Rhodes, Kim Breithaupt

Montana Lawyer: Members News, Megan Simank

April 1, 2021 | montanabar.org | Megan Simank

Association of Trust Organizations: Argent Trust Company Announces Promotions

March 31, 2021 | trustorgs.com | Deanna Rankin, Amy Rhodes, Kim Breithaupt

The Tax Adviser: How to Preserve Retirement Plan Company Matches

April 1, 2021 | www.thetaxadviser.com | Christ Shankle

Kiplinger.com: Getting the Best of Both Worlds from an Irrevocable Trust

April 5, 2021 | kiplinger.com | Timothy Barrett

San Antonio Woman Magazine: Women on the Move, Linde Murphy

March 18, 2021 | https://sawoman.com/ | Linde Murphy

BenefitsPro.com: Why you need to update your company’s retirement committee charter

March 17, 2021 | https://www.benefitspro.com | Jeff Bradley

Family Wealth Report: Who’s Moving Where In Wealth Management? Megan Simank to Join Argent Trust

March 3, 2021 | https://www.familywealthreport.com | Megan Simank

Tulsa World Financial: Kenny Brown Jr., AmeriTrust Pleased to Announce as Senior Vice President and Chief Operating Officer

March 7, 2021 | https://tulsaworld.com | Kenny Brown

Kiplinger.com: Your Relationship with Your Financial Adviser? It’s Complicated

March 4, 2021 | kiplinger.com | Timothy Barrett

Austin Business Journal: Megan Simank Named Vice President and Trust Officer at Argent Financial Group, Inc.

March 3, 2021 | https://www.bizjournals.com | Megan Simank

Kenny Brown Jr. Appointed to Senior Vice President, Chief Operating Officer at AmeriTrust

February 26, 2021 | https://diversityplus.com | Kenny Brown

Association of Trust Organizations: Ron Dugan Joins AmeriTrust as Portfolio Manager

February 23, 2021 | trustorgs.com | Ron Dugan

Association of Trust Organizations: Kenny Brown Jr. Appointed to Senior Vice President, Chief Operating Officer at AmeriTrust

February 17, 2021 | trustorgs.com | Kenny Brown

Choosing Charity: How Donor-Advised Funds Benefit Your Contributions-Kathy Christoffel

February 3, 2021 | https://fwtx.com | Kathy Christoffel

10 Ways to Reduce Your 401(k) Taxes by Mindy Hirt

January 31, 2021 | https://www.investopedia.com | Mindy Hirt

People this Week: New hires, promotions, awards: Jason Farrington

January 27, 2021 | https://neworleanscitybusiness.com/ | Jason Farrington

Who’s Moving Where In Wealth Management-Jason Farrington

January 12, 2021 | Familywealthreport.com | Jason Farrington

The Northside Sun: Jason McDavid Reflecting 2020

January 6, 2021 | northsidesun.com | Jason McDavid

2 Key Traits Smart Investors Share with Great Chess Players

December 17, 2020 | Kiplinger.com | Timothy Barrett

3 reasons why it’s time to start a remote financial wellness program for your employees

November 24, 2020 | BenefitsPro.com | Linde Murphy

Honoring Our Veterans

November 12, 2020 | RustonLeader.com | Argent

How to Meet Your Estate Planning Goals With a Corporate Fiduciary

November 11, 2020 | fwtx.com | Kathy Christoffel

115 Recognized on 2020 NAPA Top Women Advisors List

November 10, 2020 | 401kspecialistmag.com | Linde Murphy

Biz New Orleans: Argent Names Taryn Clark, Communications Director

November 4, 2020 | neworleanscitybusiness.com | Taryn Clark

Argent Financial Group promotes Taryn Clark

October 26, 2020 | journalrecord.com | Taryn Clark

New Orleans City Business: People this Week: New hires, promotions, awards

October 22, 2020 | neworleanscitybusiness.com | Sarah Warren

Family Wealth Report: What Lies Beneath – Managing Mineral Wealth

October 20, 2020 | fwreport.com | David Luke

Wealth Briefing: Summary Of Global Executive Moves In Wealth Management – August 2020

October 20, 2020 | wealthbriefing.com | Aaron "AJ" Jack

Family Wealth Report: Who’s Moving Where In Wealth Management? – Argent Financial Group

October 13, 2020 | familywealthreport.com | Sarah Warren

Biz New Orleans: Argent Names Sarah Warren VP, Director of Marketing

October 13, 2020 | bizneworleans.com | Sarah Warren

BIZ NW Louisiana: Argent Financial Group names Sarah Warren Vice President, Director of Marketing

October 9, 2020 | bizmagsb.com | Sarah Warren

Association of Trust Organizations: Association of Trust Organizations Announces New Board Member

October 2, 2020 | trustorgs.com | Brooks Campany

Green Hills News: Business Briefs

October 1, 2020 | gcanews.com | Chris Kelly

Oxford Living: Strategies to Live and Give Generously

October 1, 2020 | Oxford Living | Blair Hull

The Oklahoman: OMRF to host virtual estate planning seminar

September 22, 2020 | oklahoman.com | Heritage Trust

Northeast Mississippi Daily Journal: Newsmakers

September 20, 2020 | djournal.com | Jason McDavid

The World News: When Businesses Fail or People Can’t Pay Bills, Liability Limits Can Save the Day

September 18, 2020 | theworldnews.net | Tim Barrett

Nashville Business Journal: NBJ’s 2020 Power Leaders in Finance share the currency they’d create if given the chance

September 17, 2020 | bizjournals.com | Howard Safer & Mindy Hirt

Mississippi Business Journal: McDavid Joins Argent Financial Group as VP and wealth advisor

September 16, 2020 | msbusiness.com | Jason McDavid

Association of Trust Organizations: Jason McDavid Joins Argent Financial Group as Vice President and Wealth Advisor

September 14, 2020 | trustorgs.com | Jason McDavid

The Nashville Ledger: Argent Trust hires Nashville market president

September 11, 2020 | tnledger.com | Chris Kelly

BIZ New Orleans: Jeff Bradley Joins Argent Trust Company

September 10, 2020 | bizneworleans.com | Jeff Bradley

LSU Media Center: LSU Announces the 2020 LSU 100 and LSU ROARING 10

September 10, 2020 | lsu.edu | Argent Financial Group

The Advocate: LSU releases annual list of top Tiger businesses

September 10, 2020 | theadvocate.com | Argent Financial Group

Family Wealth Report: Summary Of North America Moves In Wealth Management – July

September 10, 2020 | fwreport.com | Reid Harrell, Brooks Campany, Todd DeKruyter

Birmingham Business Journal: Former Regions exec joins wealth firm’s Birmingham office

September 9, 2020 | bizjournals.com | Jeff Bradley

Family Wealth Report: Who’s Moving Where In Wealth Management?

September 9, 2020 | fwreport.com | Jeff Bradley

Forbes: This Is Why The Stock Market Doesn’t Matter To Millennials Saving For Retirement

September 5, 2020 | forbes.com | Brad Knowles

Nashville Post: Argent names Nashville president

September 2, 2020 | nashvillepost.com | Chris Kelly

The Tennessean: People in Business

September 2, 2020 | tennessean.com | Chris Kelly

Tennessee Bar Association: Success News

September 1, 2020 | tba.org | Chris Kelly

Fort Worth Business Press: Argent makes promotions in Fort Worth, Ruston

August 27, 2020 | fortworthbusiness.com | Megan Bowers, Grant Nelson

New Orleans CityBusiness – People this Week: New hires, promotions, awards

August 26, 2020 | neworleanscitybusiness.com | Aaron "AJ" Jack

Wealth Management: How to Weather an Oil & Gas Industry Bust

August 25, 2020 | WealthManagement.com | David Luke