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Using Forfeitures to Fund Retirement Plan Contributions During a Financial Crisis
This is the final article of a three-part series that provides guidance for plan sponsors who are faced with cash flow pressures at their business. (You can find the first article here and the second one here). The goal of the series is to offer alternative solutions...
Why a Corporate Fiduciary Could Be Right for You
In today’s world, estate planning can be an intense and complex process. These issues can be caused by many factors, such as federal and state tax laws and the types of property or assets a person owns. If you layer on unique family dynamics (e.g. a blended family,...
The Morning View: September 24, 2020
BY: MARSHALL BARTLETT Senior Vice President / Portfolio Manager In this morning’s data, Initial Jobless Claims were 870,000 for the week ending September 19th, an increase from the previous week and higher than expected. Continuing Claims were 12,580,000 as of...
When Businesses Fail or People Can’t Pay Bills, Liability Limits Can Save the Day
From LLCs to trusts, protections are here to help — not just companies and individuals, but our whole economy itself. So, anyone struggling in these trying times should be aware of their rights and new possibilities for recovery. Originally published...
The Morning View: September 16, 2020
BY: MARSHALL BARTLETT Senior Vice President / Portfolio Manager Announced this morning, Retail Sales for August increased 0.6%, less than expected. Strength occurred in food service & drinking places as well as clothing businesses, while stores for sporting goods,...
Argent Employee Spotlight – Dominique Richard
Q. What led you to Argent and what makes it unique? A. Towards the end of 2018, an employee in Argent’s Shreveport office (who I previously worked with at another firm) recommended Argent to myself and another former colleague in Baton Rouge. After several emails,...
The Morning View: September 11, 2020
BY: MARSHALL BARTLETT Senior Vice President / Portfolio Manager Announced this morning, the Consumer Price Index (CPI) increased 0.4% in August and has increased 1.3% on an annual basis, both slightly more than expected. Used Cars & Trucks saw large price...
Monthly Investment Commentary
September 2020 BY: FRANK HOSSE Director of Investments – Argent Trust Company | 615.385.2720 Investor optimism continued its rise in August amid mounting hopes for a COVID-19 vaccine and data reaffirming solid global growth. The S&P 500 reached an all-time high...
Retirement Times Newsletter
September 2020 This month's Retirement Times offers a summary of T. Rowe Price's annual report on 401(k) plan recordkeeping and Empower's report "Scoring the Progress of Retirement Savers." Additionally, the issue providers considerations for offering a Phased...
Guidance on Choosing the Right Trustee (or Trustees) for Your Estate
From a spouse or child to a bank or lawyer, you have several options to consider. To help make your decision, here are some questions to answer. Originally published on Kiplinger.com on September 8, 2020 You know how hard you have worked and the sacrifices that...