
Generations- Heritage 24th Anniversary
“Life affords no greater responsibility, no greater privilege, than the raising of the next generation” – C. Everett Koop Since May of 2017, our team at Heritage has been honored to share a building with the most sacred place in Oklahoma City – the Oklahoma City...
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The Morning View: April 1, 2022
Announced this morning, the economy added 431,000 jobs in March, a bit less than expected, with higher revisions to the previous month. The Leisure and Hospitality, Retail Trade, and Professional and Business industries were all strong, while the Transportation and...
Investment Outlook-Second Quarter 2022
How Many Horsemen Make an Apocalypse? • While there is plenty to worry about, the outlook for inflation may be the most important thing. • We know interest rates are going up, so our focus should be on whether the Fed tightens too little or too much. • One positive so...
Retirement Times April 2022 Newsletter
April 2022 This month's Retirement Times discusses the following: The Risk of 401(k) Lawsuits: If It Can Happen to Them… Financial Hypochondria: When Investment Vigilance Becomes a Problem IRS/DOL Audits Are Increasing Dramatically Are You Ready? Participant Corner:...
Research Update: Russia’s Assault on Ukraine
BY: FRANK HOSSE Director of Investments – Argent Trust Company | 615.385.2720 It was only a month ago that equity strategy group decided to reduce its overweight position to equity. The underlying circumstances around any market volatility always differ, but they...
The Morning View: March 24, 2022
In this morning’s data, Initial Jobless Claims were 187,000 for the week ending March 19th, lower than expected and at levels not seen in decades. Continuing Claims were 1,350,000 for the week ending March 12th, also lower than expected and less than the previous...
Market Perspectives
An Anniversary of Sorts • Discussion of the impact of early pandemic monetary and fiscal policy changes two years ago that led to our current inflationary concerns • Analysis of correlation of near-zero interest rate changes with inflation fears and the market...
3 Wealth Management Tips from College Basketball’s Legends
March is always an exciting time of the year because my favorite annual event, the NCAA basketball tournament, kicks off a frenzy of activity and enthusiasm and we all become consumed with “March Madness.” Dreams of earning spots in the Final Four will be realized or...
A Time to Celebrate Women’s Financial Independence
Women’s History Month is a month-long celebration of the accomplishments and contributions of women in the United States. President Jimmy Carter issued the first presidential proclamation declaring National Women’s History Week in 1980. The following year, Congress...
Argent Gives Back: Lucius McGehee
Lucius McGehee Jr. Executive Vice President, Argent Advisors, Ruston 1| Which nonprofit are you passionate about serving? Boy and Girls Clubs of North Louisiana & The Health Hut Both are instrumental in serving the underserved in our community. History: (BGCOFNL)...