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Retirement Times July 2025 Newsletter
July 2025 This month's Retirement Times discusses the following: Engaging the TikTok Generation on Retirement Rethinking Pension Surplus Dollars: Avoiding the Termination Trap Stretching the Match Participant Corner: Don’t Leave Your Retirement Behind Download the...
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Budgeting made easy – stop budgeting, pt.1
Is budgeting hard for you? No problem. Stop budgeting. By Byron Moore, posted February 20, 2018 Originally published in the News Star and the Shreveport Times on Sunday, February 18, 2018. Question: I keep trying to figure a budgeting system that will work for me. But...
The Morning View from West End: February 14, 2018
Announced this morning, the Consumer Price Index (a measure of inflation) increased 0.5% in January, more than the 0.3% expected, and has increased 2.1% annually. The core rate, which excludes food and energy costs, increased 0.3% in January, also more than the 0.2%...
The Morning View from West End: February 9, 2018
Markets remain in flux this morning, as futures have moved between losses and gains following yesterday when the S&P 500 fell 3.75%. While it is likely there will be additional market moves in the days ahead as traders cover their positions, it is important to...
Making a Retirement Covenant
Money Matters: February 2018 By Chuck Dudley What is a covenant? Literally, a "Covenant" is a contract. Other synonyms would be: agreement, undertaking, commitment, guarantee, warrant, pledge, promise, bond, indenture, pact, deal, settlement, arrangement or...
Market Update – February 5, 2018
Investment Outlook - Market Update by Marshall Bartlett, mbartlett@argenttrust.com It appears that volatility has returned to the markets, at least for the moment. The S&P 500 and Dow Jones fell for a second day, with the S&P falling 4.1% (113 points) and the Dow...
The Morning View from West End: February 2, 2018
Announced this morning, the economy added 200,000 jobs in January and the unemployment rate held steady at 4.1%. Average hourly earnings increased 0.3% for the month and increased 2.9% on an annual basis. The strength in average hourly earnings is noteworthy,...
Tax reform is here. What does it mean for high-net-worth individuals?
Tax reform is here. What does it mean for high-net-worth individuals? As we enter tax season, the real-world effects of the recently enacted Tax Cuts and Jobs Act of 2017 are becoming clearer for many taxpayers. Although there remains a great deal of detail to be...
Retirement goal setting – aim at what you require, desire and aspire
Retirement goal setting – aim at what you require, desire and aspire By Byron Moore, posted January 16, 2018 Originally published in the News Star and the Shreveport Times on Sunday, January 14, 2018. Question: My wife and I are setting some goals with respect to our...
Beginning the Year on a Positive Flow
Money Matters: January 2018 By Chuck Dudley Setting Your Intentions for a Great 2018 The calendar has turned one more time. The eldest of us are reminded what our elders have always said......that the longer we live the faster time seems to go. It surely seems to be...
