Argent Gives Back
Andrea Olsen Relationship Management Associate, Heritage OKC 1| Which nonprofit are you passionate about serving? Mission Aviation Fellowship (MAF) History: For 75 years, MAF has used aviation to help others. Each year the fleet flies over 1 million miles each year to...
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Argent Gives Back
Andrea Olsen Relationship Management Associate, Heritage OKC 1| Which nonprofit are you passionate about serving? Mission Aviation Fellowship (MAF) History: For 75 years, MAF has used aviation to help others. Each year the fleet flies over 1 million miles each year to...
Why a Charitable Lead Trust May Be a Smart Choice to Maximize Your Charitable Giving
January is often a time when many people reflect on the prior year and begin to plan for the things they want to accomplish in the coming year. Individuals or families who have philanthropic organizations they desire to support – and who want to maximize income, gift...
The Morning View: January 12, 2022
Announced this morning, the Consumer Price Index increased 0.5% in December, more than expected, and increased 7.0% on annual basis, maintaining high levels from recent months. Monthly prices for Used Cars and Trucks, up 3.5%, and Airline Fares, up 2.7%, were strong...
Quarterly Fixed Income Update
4th Quarter 2021 Fixed Income Review • Q4 fixed income markets experienced generally negative performance and Treasuries and most high credit quality indices were negative for the year • Inflation soared to levels not seen in twenty years due to disrupted supply...
Monthly Market Update
January 2022 Fourth Quarter and 2021 Recap It’s been another remarkable year for the S&P 500 Index. Not only did the index of large-cap U.S. stocks return a stunning 28.7%, nearly triple its long-term historical average, but for only the second time in market...
The Morning View: January 7, 2022
Announced this morning, the economy added only 199,000 jobs in December, much less than expected. The Leisure and Hospitality industry added just 53,000 jobs, contrary to the higher reading in the ADP report earlier this week, and the Retail Trade industry and...
Quarterly Investment Outlook-First Quarter 2022
Ghosts from the Past?* The last week of the calendar year, with Christmas at the beginning and New Year’s Eve at the end, often provides us with contradictory messages. We sing “Merry Christmas and a Happy New Year” while the ghost of Christmas past nags us...
4 New Year’s Resolutions to Grow Your Wealth
There is no better opportunity to improve your wealth management strategy than at the beginning of a year, and with 2022 underway now is the optimal time to evaluate your financial goals for this year and beyond. Of course, resolutions in January are often abandoned...
Donor-Advised Funds: A Smart Choice for Charitably Minded Taxpayers
The holiday season is here, and for many people it’s a time to reflect on the positive events of the past year and to think about ways to support those less fortunate. Individuals and families who are looking for a better way to help charities that are making a...