Argent Employee Spotlight – Jill Nalty

Argent Employee Spotlight – Jill Nalty

Meet Jill, who is with Argent Trust in New Orleans and has been with us for 2 years.   Q. What led you to Argent and what makes it unique? A. Louisana based company Q. Why do you enjoy working at Argent? A. I enjoy the people and the “small company” feel Q. What...

Argent Employee Spotlight – Jill Nalty

Meet Jill, who is with Argent Trust in New Orleans and has been with us for 2 years.   Q. What led you to Argent and what makes it unique? A. Louisana based company Q. Why do you enjoy working at Argent? A. I enjoy the people and the “small company” feel Q. What...

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Retirement Times March 2021 Newsletter

Retirement Times March 2021 Newsletter

March 2021 This month's Retirement Times discusses Excessive Fee Litigation, QDIA and Tax Saver's Credit Reminder. Download the Retirement Times March newsletter here.

The Morning View: March 5, 2021

The Morning View: March 5, 2021

In this morning’s data, the economy added 379,000 jobs in February, higher than the 200k expected.  The Leisure and Hospitality industry was strong, gaining 355,000 jobs in the month, while Government jobs were weak, losing 86,000 jobs.  The Unemployment Rate fell...

Your Relationship with Your Financial Adviser? It’s Complicated

Your Relationship with Your Financial Adviser? It’s Complicated

Social scientists theorize that people have two main decision-making styles: mostly emotional or mostly rational. This can make a financial adviser’s role in helping clients make good choices interesting … and surprising, as two clients’ stories show. Originally...

3 Strategies to Improve Your Preneed Trust Profits

3 Strategies to Improve Your Preneed Trust Profits

The long-awaited economic rebound from the coronavirus pandemic is getting closer to reality, so no time is better than the present for funeral directors and cemeterians to focus on improvements to an area of their business that has the potential to generate...

The Morning View: March 5, 2021

The Morning View: February 26, 2021

Announced this morning, Personal Income increased 10.0% in January, more than expected.  Personal Spending increased 2.4% in January, which was slightly lower than estimates.  Meanwhile, the January core PCE Deflator, a closely watched measure of inflation that...

3 Strategies to Improve Your Preneed Trust Profits

How 2021 Tax Changes Could Affect High-Net-Worth Investors

BY: DUT LeBLANC  |  Executive Vice President, Argent Financial Group Federal tax laws have been mostly friendly to ultra-high-net-worth investors in recent years, but are likely to change under President Joe Biden — perhaps significantly. Although no specific 2021 tax...

Argent Employee Spotlight – Jill Nalty

Argent Employee Spotlight – David Thibodeaux

Meet David Thibodeaux, who is with Argent Trust in Baton Rouge and has been with us for 2 years.   Q. What led you to Argent and what makes it unique? A. I was asked by Argent’s Louisiana Market President to open the firm’s 31st location in Baton Rouge to...

The Morning View: March 5, 2021

The Morning View: February 17, 2021

Announced this morning, Retail Sales for January increased 5.3%, much higher than the 1.1% expected.  Non-store Retailers, Electronics & Appliance stores, and Furniture & Appliance stores were especially strong, all increasing more than 10% in January, while...

Your Relationship with Your Financial Adviser? It’s Complicated

4 Tips To Make Estate Planning Easier For You and Your Heirs

When it comes to estate planning, there is a well-known adage that has withstood the test of time and that families and individuals should heed: By failing to prepare, you are preparing to fail. For most people, estate planning and preparation do not rank high on a...

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