The Morning View: April 30, 2021

The Morning View: April 30, 2021

Announced this morning, Personal Income increased 21.1% in March, higher than estimates, driven by the receipt of stimulus payments.  Personal Spending increased 4.2% in March, about as expected and follows a -1.0% decline the previous month.  The March PCE Deflator,...

The Morning View: April 30, 2021

Announced this morning, Personal Income increased 21.1% in March, higher than estimates, driven by the receipt of stimulus payments.  Personal Spending increased 4.2% in March, about as expected and follows a -1.0% decline the previous month.  The March PCE Deflator,...

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Retirement Times February 2021 Newsletter

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

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....

Legacy and Estate Planning – There’s More To It Than Money

Legacy and Estate Planning – There’s More To It Than Money

THIS ARTICLE IS SECOND 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.   When it comes to estate...

Fixed Income Commentary

Fixed Income Commentary

January, 2021 4th Quarter 2020 Fixed Income Review Fixed income markets had generally positive performance in the 4th quarter of 2020 and returns for the year were quite good considering the historically low rates available and U.S. equity markets hitting all-time...

Can You increase Your Legacy Quotient?

Can You increase Your Legacy Quotient?

THIS ARTICLE IS FINAL ARTICLE 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...

The Morning View: April 30, 2021

The Morning View: December 4, 2020

Announced this morning, the economy added just 245,000 jobs in November, less than the 460k expected.  The Transportation & Warehousing industry was strong, while Retail Trade and Government jobs were weak. The Unemployment Rate fell to 6.7%, from 6.9% the...

Investment Outlook – January 2021

Investment Outlook – January 2021

A New Year!   We have a friend who makes it a point to be in bed asleep when midnight arrives on New Year’s Eve. This year, he’s made an exception to this rule. His reason: “I want to make sure that 2020 actually leaves.” And indeed, this past year has been an...

Retirement Times February 2021 Newsletter

Retirement Times November 2020 Newsletter

November 2020 This month's Retirement Times discusses election year investment volatility and the importance of tuning out the short-term noise and keep a long-term perspective. Additionally, the issue provides ten things to know about your employer's retirement plan....

Why Eulogy and Resume Virtues Matter In Estate Planning

Why Eulogy and Resume Virtues Matter In Estate Planning

THIS ARTICLE IS FIRST IN A FOUR-PART SERIES THAT EXPLORES ESTATE AND LEGACY PLANNING.   When I talk to individuals and couples about estate planning and the legacy they want to leave behind, I often ask them: How do you want to be remembered? It’s not an easy...

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