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The Morning View: September 29, 2023
In this morning’s data, Personal Income grew 0.4% in August, as expected and higher than the previous month. Personal Spending grew 0.4% in August, slightly lower than expected and moderately lower than the previous month. Real Personal Spending, which accounts for...
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Rethinking Retirement: Embracing the New Era of Financial Freedom
BY: DAVID RUSSELL, CFP®, CSA® Vice President & Trust Officer | (601) 707-0008 Originally published in NorthsideSun.com August 5, 2023 In the fast-paced world of the 21st century, the concept of retirement has undergone a profound transformation. As we navigate the...
The Morning View: August 4, 2023
In this morning’s data, the economy added 187,000 jobs in July, a bit less than expected and the previous month was revised lower. The Health Care and Social Assistance industry was again relatively strong, while Temporary Help was relatively weak. The Unemployment...
Retirement Times August 2023 Newsletter
August 2023 This month's Retirement Times discusses the following: Employees Want Financial Planning Support — and Aren’t Afraid to Ask for It Retirement Planning Assistance: A Must-Have Benefit SECURE Act 2.0: Key Changes for 2024 Participant Corner: Risk-proofing...
The Morning View: July 28, 2023
Announced this morning, Personal Income grew 0.3% in June, less than expected with the previous month revised higher. In addition, Personal Spending grew 0.5% in June, more than expected and higher than the previous month. Real Personal Spending which accounts for...
Market Perspectives- July 2023
Goldilocks and a Few Bears • The Fed will increase rates one more time in July by 25 basis points, the 11th hike since March 2022. The question remains: Is this the final hike, a pause, or a matter to be continued in September? • The current Consumer Price Index...
Post-FOMC Thoughts – One step closer to the finish line
The Decision Good public speakers frequently use a technique called a ‘pregnant pause,’ which involves a period of silence, but a silence that leaves their audience anticipating that something significant is to follow. In some ways, the past 6 weeks have felt similar....
When Your Legal Documents Don’t Mean What You Thought They Meant
From our colleagues at AmeriTrust: BY: Quin Swiney, J.D.| Assistant Vice President/Trust Administration, AmeriTrust Corporation BY: Kenny Brown, Jr, MBA | Senior Vice President, Chief Operating Officer, AmeriTrust In the popular movie The Princess Bride, one of the...
Does Your Trust Have an Environmental Indemnification Clause?
Trusts that include farmland, industrial or commercial property could have this clause, so it’s important to know what it means and why it's there. Originally published on Kiplinger.com July 21, 2023 I cannot say why some attorneys place an environmental...
The Cool, Refreshing Waters of a River
Legacy is an obtuse word. What is a legacy? What does it mean? Are there different definitions of Legacy? Is everyone’s Legacy the same? How do we help our clients plan their legacies? An early mentor of mine, Joe Hargrove, had a very poignant description of Legacy....