Wealth Management Lessons from March Madness
Like many of you, this month I’ll be consumed with my favorite annual event, the NCAA basketball tournament. It’s always so exciting when March Madness returns with teams all dreaming of advancing to the Final Four and cutting down the nets as national champions....
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Market Update -January 2023
Summary of Key Points: One of the worst years on record has drawn to a close. Both equity and bond markets ended the year the way it started December’s performance less than reassuring as bond yields were rising again A slower economy next year is all but certain, a...
Fixed Income Update
4th Quarter 2022 Fixed Income Review • Although most fixed income sectors had negative performance for the year, select sectors had positive performance in Q4 • The Fed raised rates seven times in 2022, pushing its benchmark from a range of 0% to 0.25% early in the...
The Morning View: January 6, 2023
From our colleagues at our sister company, Argent Trust: Announced this morning, the economy added 223,000 jobs in December, more than expected. The Health Care and Social Assistance industry was relatively strong, while Temporary Help remains weak. The Unemployment...
Investment Outlook
A Two-Faced God The month of January takes its name from the ancient Roman god Janus, the god of gates, transitions and beginnings. He was normally depicted as having two faces, one looking forward and one looking backward, an appropriate image for a month in which...
Retirement Times January 2023 Newsletter
January 2023 This month's Retirement Times discusses the following: IPS Can Still Add Value for Plans Despite Goldman Sachs Dismissal Workers Are Turning to Employers for Inflation Help Speaking of One Percent Participant Corner - Retirement Word Scramble Download the...
Argent Gives Back: Meiko H. Whitfield
Vice-President of Client Services (FSI) Tallahassee, FL Since I was young, I have volunteered, primarily working at high school events. As a member of the National Honor Society and Student Council in high school, I also had the opportunity to volunteer for community...
How to Feel More Secure in Your Knowledge of the SECURE Act
The Setting Every Community Up for Retirement Enhancement Act of 2019, better known as the SECURE Act, was signed into law on December 20, 2019. Frustratingly, it’s been three years since then, and taxpayers still do not have a definitive answer on how inherited IRA...
Why Donor-Advised Funds Are a Wise Charitable Tool in Today’s Economic Environment
Donor-advised funds (DAFs) are charitable vehicles into which donors can transfer assets, receive immediate tax benefits, and have the freedom to choose qualified charities for the funds on their own timetable. Low-basis assets can be sold within a DAF without being...
The Morning View: December 20, 2022
From our colleagues at our sister company, Argent Trust: Announced this morning, Housing Starts were higher than expected at 1,427,000 in November, which is a -0.5% decrease from the revised figure from the previous month. Building Permits were much lower than...