The Morning View: October 19 , 2021
In this morning’s data, Housing Starts were 1,555,000 in September, weaker than expected and a decrease of -1.6% from the previous month, partly due to fewer starts in multi-family homes. In addition, Building Permits were 1,589,000 in September, much weaker than...
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Is It Time for a 401(k) Tune-up for Your Company’s Retirement Plan?
Originally published on American Funeral Director.com September 2021 issue. As the father of a teenage boy, the conversation in our house often turns to cars. One time while my son and I were talking about oil changes and tire rotations I found myself inexplicably...
The Morning View: September 9 , 2021
In this morning’s data, Initial Jobless Claims were 310,000 for the week ending September 4th, a larger drop than expected and is the lowest since March 2020 at the start of the pandemic. Continuing Claims were 2,783,000 for the week ending August 28th, which was...
The Morning View: September 3 , 2021
Announced this morning, the economy added only 235,000 jobs in August, much less than expected. The Retail Trade industry fell by 28,500 jobs during the month and the Leisure and Hospitality industry was flat, after being a source of strength in previous months. The...
Argent Employee Spotlight – Sarita Johnson
Meet Sarita, who is with Heritage in Oklahoma City and has been with us for 1year. Q. What led you to Argent and what makes it unique? A. Bruce Carson! I worked with him on a mutual client during my time at a local bank. He got me interested in working in the trust...
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...
Retirement Times September 2021 Newsletter
September 2021 This month's Retirement Times discusses the following: When It Comes to Financial Wellness… the Time Is Now Three Ways to Strengthen Your Retirement Plan Committee Beneficiary of Unintended Consequences Back-to-school for Retirement Plans Download the...
The Morning View: August 27 , 2021
Announced this morning, Personal Income increased 1.1% in July, higher than expected, reflecting increases in government social benefits, such as the Child Tax Credit. Personal Spending increased 0.3% in July, less than expected and a large drop from the 1% increase...
Mid-Month Market Perspectives
Crosscurrents Market Reflections August has something of a reputation in the market. The month is typically a slower market month in terms of trading volume and expectations, and since 1950, August has also posted the second worst market performance of the year,...
Women and Retirement Planning: Take control now to save for later
Let’s face it: Women live longer, make less and invest less than men. It’s a perfect storm that puts us at high risk of having to work longer and/or face a retirement that’s suboptimal. So how do we change that and ensure retirement planning is effective for women?...