Recognizing the Value of Financial Planning for Trust Beneficiaries
BY: DAVID RUSSELL, CFP®, CSA® Vice President & Trust Officer | (601) 707-0008 When it comes to working with clients, professional services providers (CPAs, estate planning attorneys, for example) know that one thing is nearly certain: their clients’ financial...
Recognizing the Value of Financial Planning for Trust Beneficiaries
BY: DAVID RUSSELL, CFP®, CSA® Vice President & Trust Officer | (601) 707-0008 When it comes to working with clients, professional services providers (CPAs, estate planning attorneys, for example) know that one thing is nearly certain: their clients’ financial...
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Dynamic Financial Planning and Mid-Life Transitions
THIS ARTICLE IS THE THIRD IN A SERIES IN CELEBRATION OF NATIONAL FINANCIAL PLANNING MONTH DURING OCTOBER Our first article discussed the importance of financial planning, and our second article explored how middle-aged couples can benefit from a dynamic financial...
The Morning View: October 20, 2020
Announced this morning, Housing Starts were 1,415,000 in September, an increase of 1.9% which is slightly less than expected. Building Permits were 1,553,000 in September, up 5.2%, which is higher than estimates. Overall, these figures indicate the housing market is...
Don’t Let These Too Common Estate Planning Excuses Stand in Your Way
The top reasons why people don’t have an estate plan may sound pretty familiar to you. Here’s what they are, and what’s at stake. Originally published on Kiplinger.com on October 16, 2020 We all lead busy lives. Our children, significant others, parents,...
Argent Employee Spotlight – David Smith
Meet David Smith, who is with Argent Mineral Management in Ruston and has been with us for 8 1/2 years. Q. What led you to Argent? A. I was brought to Argent by unforeseen circumstances. From 2008-2012, I worked as a landman in North Louisiana and South...
The Morning View: October 16, 2020
Announced this morning, Retail Sales for September increased 1.9%, more than double what was expected. Strength occurred in Clothing & Accessories stores as well as Sporting Goods, Book, and Hobby stores. Meanwhile, Electronics & Appliance stores were weak....
How Dynamic Financial Planning Can Benefit Young Couples
THIS ARTICLE IS THE SECOND IN A SERIES IN CELEBRATION OF NATIONAL FINANCIAL PLANNING MONTH DURING OCTOBER Our first article discussed the importance of financial planning, and our next article will explore how middle-aged couples can benefit from a dynamic financial...
Argent Employee Spotlight – Mary Coane
Meet Mary Coane, who is in Argent's Dallas, TX office and has been with us for 2 years. Mary serves as SVP and Wealth Advisor. Q. What led you to Argent? A. Linda Baker was my manager at Frost for 10 years. She heard that I was looking to leave the Federal...
The Morning View: October 8, 2020
In this morning’s data, Initial Jobless Claims were 840,000 for the week ending October 3rd, above forecasts and only a slight decrease from the previous week’s revised figures. Continuing Claims were 10,976,000 as of September 26th, lower than expected and also lower...
Monthly Investment Commentary
Third Quarter 2020 Despite some choppiness in September, equity investors were treated to solid gains during the third quarter. The S&P 500 Index rose 8.9% in the quarter and has recovered all its losses for the year. Smaller-cap U.S. stocks posted a return...