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The Corporate Transparency Act is Coming

The Corporate Transparency Act (“CTA”) went into effect on January 1, 2024, for newly formed companies and imposes strict reporting requirements that many other companies must meet by year-end. Basically, the CTA requires that all affected companies report the...


What’s Your Plan for “Giving Tuesday 2023″?

Shaheen Farah |Senior Vice President, Argent Trust Company, Beaumont, TX Lisa O’Blanc |Senior Vice President & Trust Officer, Argent Trust Company, Beaumont, TX Creative Ways to Make a Difference We’re approaching one of the strangest weeks of the year. On...


The Cool, Refreshing Waters of a River

Legacy is an obtuse word. What is a legacy? What does it mean? Are there different definitions of Legacy? Is everyone’s Legacy the same? How do we help our clients plan their legacies? An early mentor of mine, Joe Hargrove, had a very poignant description of Legacy....


Fixed Income Update – July 2023

2nd Quarter 2023 Fixed Income Review Despite a rising Fed Funds rate and “hawkish” rhetoric from members of the Federal Open Market Committee (the FOMC) most fixed income sectors have experienced positive performance year-to-date The FOMC hiked its Fed Funds target...


Investment Outlook – July 2023

Bull Market or Just Bull If a bull market can be defined as one which has increased 20% from a previous low, then the S&P 500 entered bull market territory on June 8, 2023, after a bear market low on October 12, 2022. Counting October 12 as the beginning, we have...


Market Perspectives- June 2023

A Stealth Goldilocks Market • The FOMC (Federal Open Market Committee) hit a pause on a June rate hike, but the odds-on favorite prediction for next month is a 25 basis point hike. • Following ten consecutive rate increases, Fed funds rates are now above the U.S....


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