What Do No-Contest Clauses Have to Do With Undue Influence?
No-contest clauses deter challenges to your estate plan, but you might want to consider terms that allow for legit challenges related to undue influence. Originally published on Kiplinger.com September 01, 2023 There are two ways to approach defending your last will...
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What Do No-Contest Clauses Have to Do With Undue Influence?
No-contest clauses deter challenges to your estate plan, but you might want to consider terms that allow for legit challenges related to undue influence. Originally published on Kiplinger.com September 01, 2023 There are two ways to approach defending your last will...
Women in the Workforce: Their Impact, Their Legacy
More than 40 years ago, President Ronald Reagan recognized American Business Women’s Day as a day to honor and reflect upon the contributions and accomplishments of the millions of women in the American workforce and the millions of women business owners in the United...
Post-FOMC Thoughts
The Decision After pausing briefly in June, the FOMC decided to execute another rate hike at their meeting in July, which brought the Fed Funds rate to its present range of 5.25 – 5.50%. Speeches by FOMC members leading up to today’s announcement confirmed a bias...
The Morning View: September 19, 2023
From our colleagues at our sister company, Argent Trust: In this morning’s data, Housing Starts were much less than expected at 1,283,000 in August, which is a -11.3% decrease from the previous month. This figure has fallen well below the 1,427,000 level late in...
The Morning View: September 13, 2023
From our colleagues at our sister company, Argent Trust: Announced this morning, the Consumer Price Index increased 0.6% in August, as expected and is four-tenths higher than the previous month. It grew 3.7% on an annual basis, above the 3.2% annual level in the...
Market Update -September 2023
The Month At-A-Glance The S&P 500 finished 1.6% lower during the month—its first negative month since February. A stronger US dollar took a bite out of foreign equity returns, with MSCI EAFE falling 3.8% and MSCI EM dropping 6.2%. To start the month, Fitch Ratings...
The Morning View: September 7, 2023
From our colleagues at our sister company, Argent Trust: Announced this morning, Initial Jobless Claims were 216,000 for the week ending September 2nd, less than expected and lower than the previous week. Continuing Claims were 1,679,000 for the week ending August...
Retirement Times September 2023 Newsletter
September 2023 This month's Retirement Times discusses the following: The Retirement Savings Glass Is Only Half Full for Women Empowering Gen Z: Setting Your Youngest Participants Up for Success SEHow Resuming Student Loan Payments Affects Sponsors Participant Corner:...
The Morning View: September 1, 2023
From our colleagues at our sister company, Argent Trust: Announced this morning, the economy added 187,000 jobs in August, more than expected. The Health Care and Social Assistance industry was again relatively strong, while Transportation and Warehousing was...