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Mind the [financial] gap
When given the opportunity to share insights with a Women | Wealth | Wellness focus for Financial Planning Month, my mind was left racing with possibilities. There are so many unique situations women face, and each has opportunities and challenges that must be met....
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Mid-Month Market Perspectives
Crosscurrents Market Reflections August has something of a reputation in the market. The month is typically a slower market month in terms of trading volume and expectations, and since 1950, August has also posted the second worst market performance of the year,...
Argent Employee Spotlight – Glenda Grigsby
Meet Glenda, who is with Argent Trust in Shreveport, LA and has been with us for 6 years. Q. What led you to Argent and what makes it unique? A. The company I worked for was in the process of exiting the retirement services business. Chris Shankle, who had already...
Women and Retirement Planning: Take control now to save for later
Let’s face it: Women live longer, make less and invest less than men. It’s a perfect storm that puts us at high risk of having to work longer and/or face a retirement that’s suboptimal. So how do we change that and ensure retirement planning is effective for women?...
The Morning View: August 17, 2021
Announced this morning, Retail Sales for July decreased -1.1%, more negative than expected. Gasoline stations and Miscellaneous store retailers were strong, while Motor vehicle & parts dealers, Non-store retailers, and Clothing stores were all weak. The Control...
Texas Law Changes Make Dynasty Trusts More Appealing
Originally published on fwtx.com on July 29, 2021 BY: KATHY CHRISTOFFEL, CTFA Market President, Argent Trust-Fort Worth Market (817) 502-3586 Individuals and families who want to establish a long-term legacy and have their trusts remain in Texas and serve Texans now...
Can Bitcoin Be a Prudent Investment for Trusts?
There has been increased interest from individual investors in Bitcoin and other cryptocurrencies. What about fiduciaries? Can trustees consider investing in Bitcoin or other cryptocurrencies — and should they? Originally published on Kiplinger.com August 10, 2021...
Argent Employee Spotlight – Tiffany Abshire
Meet Tiffany, who is with Argent Trust in Lake Charles and has been with us for 2 years. Q. What led you to Argent and what makes it unique? A. When I began this journey 2 years ago I wanted to work in a professional environment that offered exceptional products and...
Monthly Market Update- Investment Commentary
August 2021 Developed equity markets rose during July. U.S. stocks led the way with a gain of 2.4%. Developed international markets notched a 0.8% return. The headlines in July came out of emerging markets, more specifically China. Emerging-market stocks fell 6.9% in...
How Does a Spendthrift Trust Differ from an Asset Protection Trust?
Spendthrift trusts include similar protections to an asset protection trust and are more widely respected in other states, but they also come with their own rules and requirements. Originally published on Kiplinger.com August 6, 2021 My clients often want to protect...