Estate Planning for After the Election

Estate Planning for After the Election

U.S. Election day outcome could result in significant changes to current tax policies   There is truth in Founding Father Benjamin Franklin’s famous quote written in a letter  to a friend, “… but in this world, nothing can be said to be certain, except death and...

Estate Planning for After the Election

U.S. Election day outcome could result in significant changes to current tax policies   There is truth in Founding Father Benjamin Franklin’s famous quote written in a letter  to a friend, “… but in this world, nothing can be said to be certain, except death and...

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Estate Planning for After the Election

Estate Planning for After the Election

U.S. Election day outcome could result in significant changes to current tax policies   There is truth in Founding Father Benjamin Franklin’s famous quote written in a letter  to a friend, “… but in this world, nothing can be said to be certain, except death and...

What Lies Beneath: Managing Mineral 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...

Dynamic Financial Planning and Mid-Life Transitions

Dynamic Financial Planning and Mid-Life Transitions

THIS ARTICLE IS THE THIRD IN A SERIES IN CELEBRATION OF NATIONAL FINANCIAL PLANNING MONTH DURING OCTOBER Our first article discussed the importance of financial planning, and our second article explored how middle-aged couples can benefit from a dynamic financial...

The Morning View: October 20, 2020

The Morning View: October 20, 2020

Announced this morning, Housing Starts were 1,415,000 in September, an increase of 1.9% which is slightly less than expected. Building Permits were 1,553,000 in September, up 5.2%, which is higher than estimates. Overall, these figures indicate the housing market is...

The Morning View: October 16, 2020

The Morning View: October 16, 2020

Announced this morning, Retail Sales for September increased 1.9%, more than double what was expected. Strength occurred in Clothing & Accessories stores as well as Sporting Goods, Book, and Hobby stores. Meanwhile, Electronics & Appliance stores were weak....

How Dynamic Financial Planning Can Benefit Young Couples

How Dynamic Financial Planning Can Benefit Young Couples

THIS ARTICLE IS THE SECOND IN A SERIES IN CELEBRATION OF NATIONAL FINANCIAL PLANNING MONTH DURING OCTOBER Our first article discussed the importance of financial planning, and our next article will explore how middle-aged couples can benefit from a dynamic financial...

Argent Employee Spotlight – Mary Coane

Argent Employee Spotlight – Mary Coane

Meet Mary Coane, who is in Argent's Dallas, TX office and has been with us for 2 years. Mary serves as SVP and Wealth Advisor.   Q. What led you to Argent? A. Linda Baker was my manager at Frost for 10 years. She heard that I was looking to leave the Federal...

The Morning View: October 8, 2020

The Morning View: October 8, 2020

In this morning’s data, Initial Jobless Claims were 840,000 for the week ending October 3rd, above forecasts and only a slight decrease from the previous week’s revised figures. Continuing Claims were 10,976,000 as of September 26th, lower than expected and also lower...

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