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Retirement Times December 2023 Newsletter
December 2023 This month's Retirement Times discusses the following: Navigating the Complexity of EBSA Investigations Boosting Lower Wage Earners’ Retirement Readiness IRS and Security Summit Offer Online Safety Tips Participant Corner: Financial Frost Checkup...
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Retirement Times December 2023 Newsletter
December 2023 This month's Retirement Times discusses the following: Navigating the Complexity of EBSA Investigations Boosting Lower Wage Earners’ Retirement Readiness IRS and Security Summit Offer Online Safety Tips Participant Corner: Financial Frost Checkup...
The Morning View: November 30, 2023
In this morning’s data, Personal Income grew 0.2% in October, as expected. Personal Spending also grew 0.2% in October, as expected and markedly lower than the previous month. Real Personal Spending, which accounts for inflation, increased 0.2% in October, which is...
Women and Investing: Is there a Gender Gap to Investing?
While women have been traditionally late to the investment game, women’s wealth is growing. Women are rapidly changing and altering the investment landscape, and while they may still invest less than men, they are making serious headway. The good news is that more and...
The Morning View: November 22, 2023
In this morning’s data, Initial Jobless Claims were 209,000 for the week ending November 18th, less than expected and 24k lower than the revised figure from the previous week. In addition, Continuing Claims were 1,840,000 for the week ending November 11th, also less...
Market Perspective- November 2023
Patience • October’s consumer price index (CPI) was flat from the previous month but still represented an increase of 3.2% over last year. • Excluding volatile food and energy prices, core CPI rose 0.2% and 4%, the smallest increase since September 2021. • Real gross...
14 Rapid-Fire Estate Planning Tips
There’s a lot to keep up with when estate planning. These tips could help, from updating beneficiaries after changing your plan to understanding will-substitute options like transfer on death. Originally published on Kiplinger.com November 08, 2023 Have you ever...
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 Morning View: November 14, 2023
In this morning’s data, the Consumer Price Index (CPI) was flat in October, slightly less than expected. It grew 3.2% on an annual basis, less than the annual level the previous month. Monthly prices for Utility (Piped) Gas Service, up 1.2%, and Transportation...
Market Update -November 2023
Monthly Market Update The S&P 500 fell for the third straight month—falling more than 10% from its summer high. Smaller cap fared the worst, with the Russell 2000 dropping 6.8% Global tensions escalated following terrorist attacks in Israel. Foreign markets...