All Insights
Search Results
Why You Should Consider the Bucket System for Your Retirement Portfolio
BY: DAVID RUSSELL, CFP®, CSA® Vice President & Trust Officer | (601) 707-0008 The recent volatility in the equity and fixed income markets caused by the conflict in Ukraine serves as another reminder of the importance of making sure your retirement portfolio is...
3 Wealth Management Tips from College Basketball’s Legends
March is always an exciting time of the year because my favorite annual event, the NCAA basketball tournament, kicks off a frenzy of activity and enthusiasm and we all become consumed with “March Madness.” Dreams of earning spots in the Final Four will be realized or...
Side Pockets: A Unique Strategy to Managing Family Investment Partnership Wealth
Families seeking a better way to manage their wealth may want to consider a strategy that is commonly used by family offices: utilizing “side pockets” in a family investment partnership (FIP) to create customized portfolios that are tailored to investor needs. Family...
4 New Year’s Resolutions to Grow Your Wealth
There is no better opportunity to improve your wealth management strategy than at the beginning of a year, and with 2022 underway now is the optimal time to evaluate your financial goals for this year and beyond. Of course, resolutions in January are often abandoned...
Donor-Advised Funds: A Smart Choice for Charitably Minded Taxpayers
The holiday season is here, and for many people it’s a time to reflect on the positive events of the past year and to think about ways to support those less fortunate. Individuals and families who are looking for a better way to help charities that are making a...
Why Donor-Advised Funds Might Be Your Best Option for Charitable Giving
This time of year, as we look for thoughtful ways to give to our loved ones, many of us also feel the desire for charitable giving that benefits our neighbors near and far. For those inclined to donate, a variety of options exist. But in recent years, a new type of...
Understanding Your Mineral Royalty Checks
BY: DAVID SMITH Business Development Officer, Argent Mineral Management (318) 251-5854 It’s crucial to analyze your mineral royalty check so you know it is accurate and that you are not losing any money. I am currently wrapping up my 14th year in the oil and gas...
GivingTuesday Shows How Individual Donations Can Make a Difference
As we enter the holiday season, many of us feel especially grateful for our blessings and inspired to share our abundance through individual donations. So, the annual GivingTuesday day of global giving arrives at a fitting time, giving us a chance to put those good...
Giving Credit (and Credit Advice) on Veterans Day
BY: JIM BREAUX, SVP, Funeral & Cemetery Trust Services (504) 291-8840 | jbreaux@argenttrust.com As a Marine veteran of Operation Iraqi Freedom, celebrating Veterans Day has always been important to me. Honoring active and retired vets, Veterans Day honors and pays...
Transitory Inflation?
Transitory Inflation. That phrase has certainly been commonplace to describe the current environment with inflation seemingly stoked by the rapid “re-start” of business and consumer activity. Recall the movie “Jurassic Park” with a young Samuel Jackson saying, “Hold...