Mid-Month Market Perspectives
Market Reflections A Year’s Difference Time certainly has a way of changing perspectives. As of the middle of March last year, the global markets were in the midst of a virus-fueled free fall which ultimately infected the U.S. financial markets. Within weeks, the...
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The Morning View: July 8, 2021
In this morning’s data, Initial Jobless Claims were 373,000 for the week ending July 3rd, a small increase of 2,000 over the previous week’s revised level. On the other hand, Continuing Claims were 3,339,000 for the week ending June 26th, which is a decrease from the...
Fixed Income Commentary- July 2021
July 2021 2nd Quarter 2021 Fixed Income Review • Q2 fixed income markets experienced positive performance although Treasuries and high credit quality were still negative year-to-date • Although a strong influence during the first half of 2021, the reflation trade in...
What to Do When You’ve Inherited Mineral Assets
BY: DAVID SMITH Business Development Officer, Argent Mineral Management (318) 251-5854 For families who own land in oil-producing areas like Texas, Oklahoma and Louisiana, leasing the rights to their mineral assets can produce a long-lasting financial windfall. With a...
Investment Outlook – July 2021
The Signs Are Everywhere, But What Do They Say? The folly of predicting economic cycles and market reactions can sometimes appear uncomfortably close to the practice of past generations, who believed in the predictive power of heavenly phenomena, weather...
The Morning View: July 2, 2021
Announced this morning, the economy added 850,000 jobs in June, more than expected. The Leisure and Hospitality industry was strong, adding 343,000 jobs, while Construction and Motor Vehicles & Parts industries were weak. The Unemployment Rate increased three...
Smooth Seas Do Not Make Skillful Sailors
One of the lessons learned through team sports is the reality that at some point you will go through serious adversity together. For many, it can break the team and detour an entire season. But a select few continue pushing, persevere and break through to immense...
New Texas Law Enhances Appeal of Dynasty Trusts
New legislation recently signed by Texas Governor Abbott could have tremendous potential for families and individuals who wish to create a long-term legacy and keep their trusts in Texas with Texans. The new law further bolsters the appeal of dynasty trusts, a proven...
What Role Should Your Children Play in Your Business Succession Plan?
A well-structured business succession plan covers a lot of ground: taxes, trust strategies, market valuations and much more. But some of the trickiest issues involve something much closer to home: your kids. What makes sense and what’s fair? Originally published...
Retirement Times July 2021 Newsletter
July 2021 This month's Retirement Times discusses 7 ways to reduce fiduciary liability, Bitcoin: coming to a 401(k) plan near you and much more. Download the Retirement Times July newsletter here.