Investment Outlook-Fourth Quarter 2022

Investment Outlook-Fourth Quarter 2022

Recession? • Current inflation is at levels not seen in almost two generations. • The Fed will continue raising rates and tightening until it hurts … a recession will not deter their efforts. • The Fed is determined to prevent the onset of an inflationary mindset...

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Setting Up A Will: Where to Start

Setting Up A Will: Where to Start

Originally published on fwtx.com on September 12, 2022 BY: KATHY CHRISTOFFEL, CTFA Market President, Argent Trust-Fort Worth Market (817) 502-3586 None of us are going to live forever — and yet, it can be surprisingly challenging to convince some people to get started...

Purposeful Wealth Transfer Planning

Purposeful Wealth Transfer Planning

Originally published in Forbes on August 25, 2022 BY: DAVID REDDING, CTFA, AEP, CWS Austin, TX Market President, Argent Trust Company | (512) 478-3188 In a prior article, I wrote about the need to be purposeful in estate planning and proposed that the family culture...

The Morning View: September 13, 2022

The Morning View: September 13, 2022

Announced this morning, the Consumer Price Index increased 0.1% in August and is 8.3% higher on an annual basis, both more than expected. Monthly prices for Food Away from Home, up 0.9%, New Vehicles, up 0.8%, and Shelter, up 0.7% were all relatively strong, while...

Market Update – September 2022

Market Update – September 2022

The Month At A Glance After a summer rally, both stocks and bonds fell in August US equities dropped 4% in August after having rallied more than 17% from their summer low Interest rates rose higher last month—resulting in a 2.8% loss for US core bonds Stock and bond...

The Morning View: September 13, 2022

The Morning View: September 8, 2022

In this morning’s data, Initial Jobless Claims were 222,000 for the week ending September 3rd, less than expected and slightly less than the previous week. Continuing Claims were 1,473,000 for the week ending August 27th, more than expected and higher than the...

Retirement Times September 2022 Newsletter

Retirement Times September 2022 Newsletter

September 2022 This month's Retirement Times discusses the following: How to Design a Differentiating Benefits Package Financial Stress in the Workplace Who is the “Zillennial” workforce and what do they want? Participant Corner - Retirement Readiness: How will you...

The Morning View: September 13, 2022

The Morning View: September 2, 2022

In this morning’s data, the economy added 315,000 jobs in August, slightly more than expected. The Retail Trade industry was relatively strong, while the Motor Vehicles and Parts industry was weak. The Unemployment Rate ticked two-tenths higher to 3.7% and the Labor...

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