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Retirement Times, February 2016
Table of Contents A Turbulent Start to 2016 Importance of Prudent Process to Monitor Investment Options Investment Policy Statement Review: Beyond the Obvious What Constitutes Proper Documentation of Retirement Plan Committee Meetings? A Turbulent Start to 2016...
Some Thoughts as We End/Begin a Year
For The Church, It's Advent Chuck Dudley Our discussion Sunday in church was about how fast the year had gone and that it was about over. We were then 'corrected' in that the church calendar begins anew with the Advent Season. The Alpha and Omega if you will. As we...
Profiles in Success: Art Eatables
Every quarter we cover a business, organization, or entrepreneur that embodies what it means to be successful. This time, we headed up to Louisville, KY to visit Art Eatables. Art Eatables, founded by Kelly Ramsey, is a chocolate shop that creates some of the best...
Estate Planning Experts: Atlanta Part 3 of 3
Estate Planning Experts: Atlanta Protecting Your Legacy and Peace of Mind Part 3 of 3 Argent Trust is proud to have been selected in the 2016 edition of “Estate Planning Experts”. The book’s author, Shane Smith, Esq, is an Atlanta attorney that wanted to share...
Estate Planning Experts: Atlanta Part 2 of 3
Estate Planning Experts: Atlanta Protecting Your Legacy and Peace of Mind Part 2 of 3 Argent Trust is proud to have been selected in the 2016 edition of “Estate Planning Experts”. The book’s author, Shane Smith, Esq, is an Atlanta attorney that wanted to share...
Estate Planning Experts: Atlanta Part 1 of 3
Estate Planning Experts: Atlanta Protecting Your Legacy and Peace of Mind Part 1 of 3 Argent Trust is proud to have been selected in the 2016 edition of “Estate Planning Experts”. The book’s author, Shane Smith, Esq, is an Atlanta attorney that wanted to share...
Diversify. Rebalance. Invest globally.
MIKE JONES Investment Insights Global asset classes in the twentieth century produced nice gains in wealth for individuals who bought and held those assets for long periods of time. It is also true that these assets went through long periods of stale performance or...
Money Matters: How can I improve in 2016?
Start With Why Chuck Dudley Simon Sinek is a writer and speaker as many of you may know. His main mantra is to know your 'Why' before you try to understand the 'What'. Very simply, determine 'Why' you believe, before you get to the 'What'. Why do you get up in the...
How Argent Helps With 1031 Exchanges
Our own Jim Christman sat down to discuss the role Argent plays in your 1031 exchange.
The December Retirement Report from Heritage
Click on the image to read Heritage Trust's Retirement Report for December 2015! This issue covers: Millennials vs. Generation X’ers & Baby Boomers – How do Millennials stack up against Baby Boomers & Gen X’ers? Board of Directors’ Liabilities – Learn the...