What Happens to Your Digital Assets When You Die?

What Happens to Your Digital Assets When You Die?

Those special photos, memorable emails and your stash of cryptocurrency could be forever lost if you don't have a plan for how to transfer them to your loved ones. Originally published on Kiplinger.com May 1, 2021 Not very long ago, owning a personal computer was a...

What Happens to Your Digital Assets When You Die?

Those special photos, memorable emails and your stash of cryptocurrency could be forever lost if you don't have a plan for how to transfer them to your loved ones. Originally published on Kiplinger.com May 1, 2021 Not very long ago, owning a personal computer was a...

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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...

Retirement Times January 2021 Newsletter

Retirement Times January 2021 Newsletter

January 2021 This month's Retirement Times discusses advisory services- should fiduciaries outsource retirement plan investment responsibility? Download the Retirement Times January newsletter here.

Monthly Market Update

Monthly Market Update

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

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

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

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

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...

The Morning View: December 31, 2020

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...

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