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Women, Let’s Get Talking About Finances and Wealth Management!
Women often do not think of their financial situation until they’re no longer riding shotgun. For centuries, a woman’s traditional role has included homemaker and caregiver for her children or aging parents – and financial planning and wealth management usually was...
Wealth Management For Women: Why It’s In Your Best Interest to Work With a Fiduciary
By 2030, American women are expected to control much of the $30 trillion in financial assets that baby boomers will possess – a potential wealth transfer of such magnitude that it approaches the annual GDP of the United States.[1] There are unique challenges in wealth...
What Lies Beneath: Managing Mineral Wealth
Whatever one thinks about fossil fuels, mineral resources such as oil and natural gas are important sources of wealth for property owners who acquire it. BY: Tom Burroughes, Group Editor | Family Wealth Report Originally published at fwreport.com on October...
Wealth Advisement Could Change Due to Coronavirus
Originally published on Kiplinger.com on April 1, 2020 BY: TIMOTHY BARRETT Trust Counsel, Argent Trust Company | (502) 569-7400 I’ve been working from home in recent days, since social distancing is a big part of my firm’s new policy to protect us and our clients from...
Should Families be Concerned About Inherited Wealth?
BY: DAVID RUSSELL, CFP®, CSA® Vice President & Trust Officer | (601) 707-0008 A recent article written by Joe Pinkster for the online magazine, The Atlantic, discusses the issue of inheritance, and specifically whether there exists a magic number that represents...
Smart & Heart Family Wealth Management
Originally published in the July 2019 issue of Legacy Arts BY: MARK HARTNETT, JD, CFP®, AEP® Managing Director, Argent Family Wealth Services | (662) 550-4443 Families face an uphill battle when passing down their wealth. One oft-cited study conducted by Roy Williams...
Smart & Heart Family Wealth Management: How to Reframe Success
BY: MARK HARTNETT, CFP®, AEP® Managing Director, Argent Family Wealth Services (662) 550-4443 | mhartnett@argentfws.com Families face an uphill battle when passing down their wealth. One oft-cited study conducted by Roy Williams and Vic Preisser has shown that 70...
Wealthy People Have Smart Financial Habits. But There’s More.
Originally published on Kiplinger.com on October 9, 2018 BY: TIMOTHY BARRETT Wealth Advisor, Argent Trust Company (502) 569-7400 | tbarrett@argenttrust.com When I introduce myself as a wealth adviser, people sometimes respond with a quick chuckle and something like,...
What Is Strategic Wealth Management and Why Do I Need It?
BY: HOWARD SAFER, CPA/PFS CEO, Argent Trust Company (615) 385.2790 | hsafer@argenttrust.com Strategic wealth management — not a phrase that rolls easily off the tongue, I know. To put it simply, strategic wealth management is the way we help clients reach their...