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New Tax Laws 2021

Originally published on October 29, 2021 “Nothing is certain except death and taxes.” - Ben Franklin 1789 “It’s tough to make predictions, especially about the future.” - Yogi Berra Both Ben and Yogi are correct. As we approach the end of 2021,...


The Effect of Parent Care on Financial Plans

BY: DAVID RUSSELL, CFP®, CSA® Vice President & Trust Officer  |  (601) 707-0008 Financial planning is a multi-disciplinary profession that follows a prescribed process of identifying the financial and aspirational goals of individuals and families and outlining a...


Three Books to Help Achieve Personal Financial Independence

BY: Kenny Brown, Jr, MBA Senior Vice President, Chief Operating Officer, AmeriTrust | (918) 610-8080 When discussing money and finances with clients, I get personal. I want to know their goals so I can help achieve them. I also share insights about investing and...


Financial Planning Tips for Time-Crunched Physicians

BY: Kenny Brown, Jr, MBA Senior Vice President, Chief Operating Officer, AmeriTrust | (918) 610-8080 Physicians are required to diagnose and treat a wide variety of complex health issues in addition to helping care for their families, but it puts time constraints on...


How to Make the Greatest Impact With Charitable Donations

We’ve all been affected by the upheaval of this last year in one way or another. For some individuals, it’s been a time of reflection and reevaluation of our personal priorities. As I’ve interacted with clients over the past 12 months, a common theme of our...


What to Do When You’ve Inherited Mineral Assets

BY: DAVID SMITH Business Development Officer, Argent Mineral Management (318) 251-5854 For families who own land in oil-producing areas like Texas, Oklahoma and Louisiana, leasing the rights to their mineral assets can produce a long-lasting financial windfall. With a...


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