The Morning View: October 19, 2021
In this morning’s data, Housing Starts were 1,555,000 in September, weaker than expected and a decrease of -1.6% from the previous month, partly due to fewer starts in multi-family homes. In addition, Building Permits were 1,589,000 in September, much weaker than...
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Investment Outlook – October 2021
Transitory? The Federal Reserve, following several months of greater-than-2% annual inflation — its stated goal — took to describing the most recent readings in the 4% to 5% range as transitory. For the Fed, transitory means that markets and consumers should not...
How Female Investors Can Take the Lead in Their Investment Journey
According to research by McKinsey, an unprecedented amount of assets will shift into the hands of U.S. women over the next three to five years. By 2030, American women are expected to control much of the $30 trillion in financial assets that baby boomers will possess...
The Morning View: October 1, 2021
Announced this morning, Personal Income increased 0.2% in August, as expected and lower than the previous month which was impacted by social benefit programs. Personal Spending increased 0.8% in August, slightly higher than expected and a decent rebound from the...
Retirement Times October 2021 Newsletter
October 2021 This month's Retirement Times discusses the following: DOL Cybersecurity Tips Regret Aversion: Fighting the FOMO of the Financial World Self-Directed Brokerage Accounts To Add to Your Plan or Not: That is the Question What is Roth and What Does it Mean...
Passing a Collection or Valuable Assets Down to Your Heirs
It constantly surprises me to see the variety of things people collect. No matter what a collection consists of — rare books, art, sports memorabilia, vintage cars or something less common — it usually has deep personal value to the collector. When a person dies, an...
Mid-Month Market Perspectives
A Balancing Act Market Reflections Unpredictable. That certainly describes market returns given the fluid nature of company earnings, geopolitical events and economic missteps. What we have seen in recent weeks only serves to prove the point. History, at least,...
The Morning View: September 21, 2021
Announced this morning, Housing Starts were 1,615,000 in August, an increase of 3.9% for the month, which was a higher increase than expected. In addition, Building Permits were 1,728,000 in August, an increase of 6.0% for the month, also higher than expected....
Argent Employee Spotlight – Howard Safer
Meet Howard, who is with Argent Trust in our Nashville office. Q. Why do you enjoy working at Argent? A. We are passionate advocates for our clients, their heirs and their charities. We’re energized when they are happier in achieving their goals. We’re fulfilled when...
Navigating the Implications of the Ways and Means Committee’s Tax Bill for Individuals and Families
The House Ways and Means Committee’s proposed legislation released Monday, September 13th, has major implications for individuals and families in higher tax brackets. While many of the specifics don’t go as far as the hikes President Biden was seeking, there are...