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Market Update-April 2025
First Quarter Market Recap In the first quarter of 2025, the global stock market exhibited wide-ranging performances across regions and asset classes. The S&P 500 entered correction territory, dropping more than 10% from its mid-February high as investor sentiment...
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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...
Junk Bonds: A Primer (Investment Outlook November 2015)
The name does not inspire a lot of confidence. More often than not, Wall Street prefers to call junk bonds "high yield bonds", emphasizing the positive result of their risk characteristics rather than the negatives of their risk of default. Junk bonds are debt...
Safe Withdrawal Rate 2.0: A Terribly Complex Issue
The September and October issues of Financial Advisor magazine both contain articles about research on Safe Withdrawal Rates. Remember, the 'Safe Withdrawal Rate' is the amount you can take from your investments and retirement funds that will allow you to have a good...
Cost of Living Adjustments
We have compiled a Detailed Cost of Living Adjustments sheet published by the IRS every year. This list dates back further than most we have found. Cost of Living Adjustments