The Morning View: April 9, 2021
In this morning’s data, the Producer Price Index (PPI), which measures costs faced by industries that make products rather than those the consumer bears, increased 1.0% in March and has increased 4.2% on an annual basis, both above forecasts. The core PPI, which...
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February 2021 The S&P 500 ended January with an uneventful loss of 1%. However, it was anything but an uneventful month. With everyone happy to put 2020 in the rearview mirror, the new year didn’t offer much reprieve when the U.S. Capitol was stormed by rioters....
Argent Employee Spotlight – Jon Daubert
Meet Jon Daubert, who is with Argent Trust in San Antonio and has been with us for 2 years. Q. What led you to Argent and what makes it unique? A. One thing that was very appealing to me and unique about Argent Trust Company is that trusts, estates, and...
4 Ways President Biden’s Proposed Tax Changes May Impact You
With the election results in Georgia now certified, we now know the ultimate effect of the 2020 elections, with Democrats gaining control of the White House, maintaining control of the House of Representatives by a slim margin and forging a 50-50 split in the Senate....
The Morning View: December 31, 2020
Announced this morning, Initial Jobless Claims were 787,000 for the week ending December 26th, less than expected. Continuing Claims were 5,219,000 for the week ending December 19th, also less than expected. Overall, both measures are slightly better than estimates...
2 Key Traits Smart Investors Share with Great Chess Players
Watching “The Queen’s Gambit” got me thinking about how investing and chess have some fascinating similarities. To be successful, you must look many moves into the future, and you have to be able to spot the difference between a gambit and an opportunity. Originally...
Technically Proficient and Relationally Uninformed – Common Pitfalls to Effective Estate and Legacy Planning
THIS ARTICLE IS THIRD IN A FOUR-PART SERIES THAT EXPLORES ESTATE AND LEGACY PLANNING. Our first article discussed the importance of understanding the difference between eulogy virtues and resume virtues in estate and legacy planning. Our second article explored the...
The Morning View: December 10, 2020
In this morning’s data, Initial Jobless Claims were 853,000 for the week ending December 5th, much higher than the 725k expected and Continuing Claims were 5,757,000 for the week ending November 28th, also more than expected. Meanwhile, the Consumer Price Index...
Retirement Times February 2021 Newsletter
February 2021 This month's Retirement Times discusses Continuity, Coronavirus, ERISA, Stimulus Package, and Common Fiduciary Errors. Download the Retirement Times February newsletter here.
Argent Employee Spotlight – Jason Simpson
Meet Jason Simpson, who is with AmeriTrust in Tulsa and has been with us for 1 year. Q. What led you to Argent and what makes it unique? A. While working for a competitor, I was approached by one of my colleagues to assist with the firm’s investment management....