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The Morning View: May 30, 2025
https://vimeo.com/1089083081 In this morning’s data, the PCE Deflator increased 0.1% in April as expected and was up 2.1% on an annual basis. The Core PCE Deflator, which excludes food and energy prices and is closely monitored by the Federal Reserve for policy...
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Retirement Times: April 2016
Oversimplification in Target Date Funds Endangers Participants’ Retirement Savings How are custom solutions evolving to mitigate risk? Since the Pension Protection Act of 2006, target date funds (TDFs) have increasingly found their way into retirement...
Retirement Times: March 2016
2016 Tax Saver’s Credit Participants may be eligible for a valuable incentive, which could reduce their federal income tax liability, for contributing to your company’s 401(k) or 403(b) plan. If they qualify, they may receive a Tax Saver’s Credit of up to $2,000...
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...