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Market Perspectives- May 2025
Easing Fears or Buyers Beware Market and Economic Backdrop Markets staged an impressive rebound over the past month, driven largely by easing geopolitical tensions and stronger-than-expected corporate earnings, though lingering fiscal and economic concerns remain a...
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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
How does the “Average Investor” stack up?
Investment Insights by Mike Jones Last week I received the 4th quarter edition of J. P. Morgan Asset Management's Guide to the Markets. The guide is most certainly a publication for the professional as it is page after page of data pertaining to the investor...
Third Quarter Equity Market Commentary
Click here to read Argent's commentary on Q3 of 2015.
Money Matters: Satisfied Smiles
Chuck Dudley It goes without saying.............the future is the great unknown. All of us have hopes and dreams of what our future will be. Sometimes it works out, sometimes not. If you've read this newsletter for very long, you know how important it is to properly...