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Worried about Passing Down a Big IRA? Consider a CRT

Worried about Passing Down a Big IRA? Consider a CRT

Charitable remainder trusts give you more options and more control on how your heirs inherit now that the “stretch” IRA is a thing of the past. Originally published on Kiplinger.com February 8, 2021 Since the mid-1970s, saving in a tax-deferred employer- sponsored...

Worried about Passing Down a Big IRA? Consider a CRT

Charitable remainder trusts give you more options and more control on how your heirs inherit now that the “stretch” IRA is a thing of the past. Originally published on Kiplinger.com February 8, 2021 Since the mid-1970s, saving in a tax-deferred employer- sponsored...

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Third Quarter Equity Market Commentary

Money Matters: Satisfied Smiles

It goes without saying.............the future is the great unknown.  All of us have hopes and dreams of what our future will be.  Sometimes it works out, sometimes not. If you've read this newsletter for very long, you know how important it is to properly and...

Third Quarter Equity Market Commentary

Investment Outlook – August 25, 2015

MARKET COMMENTARY When markets are volatile and emotions are running high - uncertainty needs to be addressed. What do we know? The S&P 500 Index, as a proxy for the broader domestic equity markets, has officially entered correction territory, falling in excess of...

Third Quarter Equity Market Commentary

What do I do with a windfall?

Originally published in the News Star on Sunday, August 9, 2015. Question: I have recently come into a lot of money. More money than I could have ever imagined. I’m not sure where to start or what to do. It’s in the bank and more comes in every month. I’m not sure how...

Third Quarter Equity Market Commentary

Argent Trust Expands to South Carolina

Greenville, SC and Ruston, LA – Argent Financial Group announced today the acquisition of East Broad Trust Company with offices in Greenville and Columbia, South Carolina.  The combination significantly extends Argent’s geographical reach and allows the clients of...

Third Quarter Equity Market Commentary

Here We Grow!!!

Argent Financial Group announced today the acquisition of East Broad Trust Company with offices in Greenville and Columbia, South Carolina.  The combination significantly extends Argent’s geographical reach and allows the clients of East Broad to take advantage of the...

Third Quarter Equity Market Commentary

Argent Welcomes Nashville Staff

NASHVILLE, TN (APRIL 2, 2012) – Argent Financial Group today announced the addition of three local professionals to the Nashville staff of two Argent subsidiaries. Argent Trust Company of Tennessee, chartered as an independent Tennessee trust company in the 1980’s,...

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