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Retirement Times October 2022 Newsletter
October 2022 This month's Retirement Times discusses the following: Cybersecurity Must Be a Priority for Plan Fiduciaries What Is a Recession and What Does That Mean for the Markets? DOL Brokerage Window Guidance and Cryptocurrency Accounts Participant Corner - Market...
Investment Outlook-Fourth Quarter 2022
Recession? • Current inflation is at levels not seen in almost two generations. • The Fed will continue raising rates and tightening until it hurts … a recession will not deter their efforts. • The Fed is determined to prevent the onset of an inflationary mindset...
The Morning View: September 30, 2022
In this morning’s data, Personal Income increased 0.3% in August, as expected and Personal Spending increased 0.4% in August, more than expected. Real Personal Spending, which accounts for inflation, was up only 0.1% in August as expected. However, both headline and...
Market Perspectives – September 2022
Powell in Charge • Equity returns for August and September are typically negative. • This year these returns are further impacted by Fed monetary tightening. • So far, Fed policy decisions have led to five rate increases this year; the last three hikes have been 75...
Argent Gives Back: Brooke Henderson, JD, CFP®
Brooke Henderson, JD, CFP® Vice President, Relationship Manager, Oklahoma City, OK 1| Which nonprofit are you passionate about serving? Allied Arts- They have always done a great job supporting local artists and cultivating children. They partner with local businesses...
How Female Investors Can Take the Lead in Their Investment Journey
According to research by McKinsey, an unprecedented amount of assets will shift into the hands of U.S. women over the next three to five years. By 2030, American women are expected to control much of the $30 trillion in financial assets that baby boomers will possess...
Are Alternative Investments Right for You?
During uncertain times such as these, the stock market has a tendency to become less predictable — driving away investors who don’t enjoy riding a daily rollercoaster of emotions. With interest rates rising, bonds aren’t a great place to invest either and could be...
The Morning View: September 20, 2022
Announced this morning, Housing Starts were much higher than expected at 1,575,000 in August and a 12.2% increase from the previous month, a solid rebound from the previous month’s revised -10.9% decrease. Meanwhile, Building Permits were much lower than expected at...
How Community Property Trusts Can Benefit Married Couples
Getting a step-up in basis when each spouse dies can be a big tax advantage, one that has not been available to those who live in common-law states. However, it may now be – through a community property trust. Originally published on Kiplinger.com September 18, 2022...
Setting Up A Will: Where to Start
Originally published on fwtx.com on September 12, 2022 BY: KATHY CHRISTOFFEL, CTFA Market President, Argent Trust-Fort Worth Market (817) 502-3586 None of us are going to live forever — and yet, it can be surprisingly challenging to convince some people to get started...