Time, Talent, Treasures: Why the Fundamentals of Philanthropy Matter
Although I didn’t know what “philanthropy” meant as a young girl, I knew that my parents always contributed to our community. They were excellent role models to my brothers and me in giving back, and I cannot recall a time in my life when my parents weren’t making a...
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The Morning View: September 2, 2022
From our colleagues at our sister company, Argent Trust: In this morning’s data, the economy added 315,000 jobs in August, slightly more than expected. The Retail Trade industry was relatively strong, while the Motor Vehicles and Parts industry was weak. The...
Working Together: Why Investment Consolidation Can Be a Wise Strategy
We’ve all heard the phrase: “Don’t put all your eggs in one basket.” Although it’s simply human nature not to focus all our efforts on a single area, when it comes to a person’s financial portfolio, there can be real benefits to investment consolidation. Almost all my...
Purposeful Wealth Transfer Planning
Originally published in Forbes on August 25, 2022 BY: DAVID REDDING, CTFA, AEP, CWS Austin, TX Market President, Argent Trust Company | (512) 478-3188 In a prior article, I wrote about the need to be purposeful in estate planning and proposed that the family culture...
The Morning View: August 26, 2022
From our colleagues at our sister company, Argent Trust: In this morning’s data, Personal Income increased 0.2% in July, less than expected. Personal Spending increased 0.1% in July, much less than expected and Real Personal Spending, which accounts for inflation,...
The Roth 401(k) and Roth IRA: Comparing Roth Accounts for Retirement Savings
Deciding between the available retirement investment plans can be a difficult choice for individuals, especially the Roth 401(k) and the Roth IRA. These savings vehicles are often confused and though they do have many similarities, there are important distinctions...
Market Perspectives-August 2022
The Fed, Inflation and Market Perspective • Inflation may have peaked last month. The latest CPI number posted a light decline in the inflation gauge to 8.5%, year over year. While inflation may have peaked, the Federal Open Market Committee (FOMC) will require more...
Argent Gives Back: Shirley Davis
Shirley Davis Trust Operations Specialist-Reconcilement, Birmingham, AL 1| Which nonprofit are you passionate about serving? Seeker Springs History: A Mission Camp designed to reach children and youth who are facing difficult life situations and have been placed in...
End of Life Planning Checklist
One of the most loving gifts you can give to your family is to put your affairs in order before a disaster or medical emergency. Although having your estate planning documents and letter of instruction in place will not lessen the grief the surviving spouse feels, it...
The Two Things Every Woman Needs to Navigate Loss: Part 2
THIS IS THE SECOND ARTICLE IN A TWO-PART SERIES FOR WOMEN | WEALTH | WELLNESS Our first article discussed the importance of estate planning and ways to mitigate unnecessary financial stress and complications during an already difficult time. Whether it's the sudden...