Women, Let’s Get Talking About Finances and Wealth Management!
Women often do not think of their financial situation until they’re no longer riding shotgun. For centuries, a woman’s traditional role has included homemaker and caregiver for her children or aging parents – and financial planning and wealth management usually was...
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The Morning View: March 26, 2021
In this morning’s data, Personal Income decreased -7.1% in February, slightly better than estimates. Personal Spending decreased -1.0% in February, which was more negative than expected. The February PCE core Deflator, a closely watched measure of inflation that...
Why You Need to Update Your Company’s Retirement Committee Charter
Originally published on BenefitsPro.com on March 17, 2021 A retirement committee charter is one of the most important documents used to administer your company’s retirement plan. But when was the last time you reviewed it or updated it? It is a question benefit plan...
A Corporate Executor May Be in Your Family’s Best Interest
One of the most important – and overlooked – decisions individuals will make in drafting their will is determining who will serve as executor (personal representative in some states) to handle the affairs of their estate. The wide range of responsibilities – from...
The Morning View: March 10, 2021
Announced this morning, the Consumer Price Index increased 0.4% in February, as expected, and is 1.7% higher on annual basis. Prices for Gasoline were again higher for the month, increasing 6.4%, while prices for Used Cars and Trucks, Apparel, and Medical care were...
Retirement Times April 2021 Newsletter
April 2021 This month's Retirement Times discusses 401(k) plan tax credit summary, retirement plan committee activities and much more. Download the Retirement Times April newsletter here.
The Morning View: March 5, 2021
In this morning’s data, the economy added 379,000 jobs in February, higher than the 200k expected. The Leisure and Hospitality industry was strong, gaining 355,000 jobs in the month, while Government jobs were weak, losing 86,000 jobs. The Unemployment Rate fell...
Argent Employee Spotlight – Chris Shankle
Meet Chris, who is with Argent Retirement Plan Advisors in Shreveport and has been with us for 5 1/2 years. Q. What led you to Argent and what makes it unique? A. When I was decided to leave Capital One, I wanted to find a place that would be fertile for my and...
Retirement Times March 2021 Newsletter
March 2021 This month's Retirement Times discusses Excessive Fee Litigation, QDIA and Tax Saver's Credit Reminder. Download the Retirement Times March newsletter here.
Wealth Management For Women: Why It’s In Your Best Interest to Work With a Fiduciary
By 2030, American women are expected to control much of the $30 trillion in financial assets that baby boomers will possess – a potential wealth transfer of such magnitude that it approaches the annual GDP of the United States.[1] There are unique challenges in wealth...