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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...


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 September 18, 2022...


Setting Up A Will: Where to Start

Originally published on 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...


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