How to Live a Generous Life
Over the past 24 years I’ve worked in the legal, financial services and nonprofit sectors. In that time, I’ve seen incredible examples of generosity, and often from very unexpected sources. But proof of the incredible generosity of Americans isn’t just limited to the...
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How Female Donors Can Use Trusts to Fulfill Their Charitable Giving Goals
Women traditionally fill the role of nurturer in their families, and for some, that feeling of responsibility also extends to their communities through charitable giving. According to a 2017 study by the University of Zurich, women are more likely than men to engage...
The Morning View: May 11, 2022
From our colleagues at our sister company, Argent Trust: In this morning’s data, the Consumer Price Index increased 0.3% in April and 8.3% on an annual basis, more than expected. Monthly prices for Transportation Services, up 3.1%, and Utility Gas Service (natural...
Market Update – May 2022
A Month At A Glance • Both equities and fixed income posted large losses for the month • US core bonds fell 2.0% in April, posting their fifth consecutive month of losses • The US dollar surged 4.7% last month and has now appreciated 7.7% this year • Despite the...
How Do I Know If I Am Getting A Fair Lease Offer?
With oil and natural gas prices at such high levels, the market may be ripe to lease mineral rights. When presented with a lease offer, I have a two-step negotiation process. The first part involves negotiating the term of the lease, bonus per acre, and royalty rate....
The Morning View: May 6, 2022
From our colleagues at our sister company, Argent Trust: Announced this morning, the economy added 428,000 jobs in April, more than expected. The Manufacturing and Transportation & Warehousing industries were strong, while the Construction and Mining & Logging...
Keeping Property in the Family with LLCs and Partnerships
Passing a farm, vacation home or other property down for generation after generation has its challenges. LLCs and partnerships can help. Originally published on Kiplinger.com April 29, 2022 Land is unique; there is no more of it being made. It’s for this reason...
Retirement Times May 2022 Newsletter
May 2022 This month's Retirement Times discusses the following: Why Retirement Plan Sponsors Should Care About Employee Student Loan Debt Early Withdrawals Can Lead to Tardy Retirements and Problems for Everyone: How to Help Fee Litigation with an Odd “Twist”...
Market Perspectives
Recessions, Yield Spreads, and Markets • Discussion of the growing inflationary concerns and potential impact if these trends lead the global market recession • Review of the labor markets, housing industry and household wealth data and its role in supporting forward...
The Morning View: April 29, 2022
From our colleagues at our sister company, Argent Trust: Announced this morning, Personal Income increased 0.5% in March, slightly higher than expected. Personal Spending increased 1.1% in March, also higher than expected and notably stronger than the previous month’s...