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Market Update -September 2023
The Month At-A-Glance The S&P 500 finished 1.6% lower during the month—its first negative month since February. A stronger US dollar took a bite out of foreign equity returns, with MSCI EAFE falling 3.8% and MSCI EM dropping 6.2%. To start the month, Fitch Ratings...
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Investment Outlook – July 2023
Bull Market or Just Bull If a bull market can be defined as one which has increased 20% from a previous low, then the S&P 500 entered bull market territory on June 8, 2023, after a bear market low on October 12, 2022. Counting October 12 as the beginning, we have...
Retirement Times July Newsletter
July 2023 This month's Retirement Times discusses the following: Connection to Future Self Is Key to Retirement Readiness Beyond the Benchmark: Uncovering Additional Value in RFPs SEC Unveils "Swing Pricing" Proposal for Open-End Funds Build a Bright Retirement Future...
The Morning View: June 30, 2023
In this morning’s data, Personal Income grew 0.4% in May, slightly higher than expected. Personal Spending grew 0.1% in May, less than expected and markedly less than the previous month. Real Personal Spending which accounts for inflation was flat in May, less than...
The Career vs. Caregiving Puzzle
BY: Jodi Penn Rives | Business Development Officer, Argent Financial Group BY: David W. Russell, CFP®, CSA® | Senior Vice President, Trust Officer, Argent Trust Company Suzanne’s career couldn’t be better. She’s the CAO at a growing healthcare company in Nashville....
Market Perspectives- June 2023
A Stealth Goldilocks Market • The FOMC (Federal Open Market Committee) hit a pause on a June rate hike, but the odds-on favorite prediction for next month is a 25 basis point hike. • Following ten consecutive rate increases, Fed funds rates are now above the U.S....
The Importance of Legacy and Gratitude — And Why We Still Ask the Same Question 25 Years Later
From our colleagues at Heritage, congratulations on 25 years of service! By Nancy Payne Ellis, Founding Member of Heritage Trust In 1998, the motivation to start a wealth management company was simple — self-preservation for my family. The big banks had moved into...
Post-FOMC Thoughts – A hawkish pause, but 2 more hikes!?
The Decision After hiking the U.S. Fed Funds rate at 10 consecutive meetings, today, Fed Chair Powell announced that it was time to hit the pause button. As a result, Fed Funds will remain (for at least the next 6 weeks) in the 5.00-5.25% range. The decision to remain...
The Morning View: June 13, 2023
Announced this morning, the Consumer Price Index increased 0.1% in May, as expected and three-tenths lower than the previous month. It grew 4.0% on an annual basis, retreating from the 4.9% annual level the previous month. Monthly prices for Used Cars and Trucks, up...
The Morning View: June 8, 2023
Announced this morning, Initial Jobless Claims were 261,000 for the week ending June 3rd, much higher than expected and a sizable increase from the previous week. Continuing Claims were 1,757,000 for the week ending May 27th, less than expected and slightly lower than...