The Morning View: April 9, 2021

The Morning View: April 9, 2021

In this morning’s data, the Producer Price Index (PPI), which measures costs faced by industries that make products rather than those the consumer bears, increased 1.0% in March and has increased 4.2% on an annual basis, both above forecasts.  The core PPI, which...

The Morning View: April 9, 2021

In this morning’s data, the Producer Price Index (PPI), which measures costs faced by industries that make products rather than those the consumer bears, increased 1.0% in March and has increased 4.2% on an annual basis, both above forecasts.  The core PPI, which...

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The Morning View: April 9, 2021

The Morning View: January 15, 2021

In this morning’s data, Retail Sales for December fell -0.7%, worse than expected.  Non-store Retailers, Electronics & Appliances, and Food Service & Drinking Places were especially weak, while Gasoline Stations showed some strength.  The Control Group, which...

Recognizing the Value of Financial Planning for Trust Beneficiaries

Recognizing the Value of Financial Planning for Trust Beneficiaries

BY: DAVID RUSSELL, CFP®, CSA® Vice President & Trust Officer  |  (601) 707-0008 When it comes to working with clients, professional services providers (CPAs, estate planning attorneys, for example) know that one thing is nearly certain: their clients’ financial...

Argent Employee Spotlight – Jon Daubert

Argent Employee Spotlight – Jon Daubert

Meet Jon Daubert, who is with Argent Trust in San Antonio and has been with us for 2 years.   Q. What led you to Argent and what makes it unique? A. One thing that was very appealing to me and unique about Argent Trust Company is that trusts, estates, and...

Argent Employee Spotlight – Jon Daubert

Argent Employee Spotlight – Jason Simpson

Meet Jason Simpson, who is with AmeriTrust in Tulsa and has been with us for 1 year.   Q. What led you to Argent and what makes it unique? A. While working for a competitor, I was approached by one of my colleagues to assist with the firm’s investment management....

Monthly Market Update

Monthly Market Update

January 2021, Year-End 2020 Investment Commentary We said in the first quarter that we would get through this crisis and that things would improve and recover. Financial markets recovered first, quicker than they ever have from such a deep economic hole and quicker...

The Morning View: April 9, 2021

The Morning View: January 8, 2021

Announced this morning, the economy lost jobs in December, falling -140,000, which is the first negative monthly print since April.  The Retail Trade and Construction industries were strong, while Leisure and Hospitality was very weak.  The Unemployment Rate held...

Fixed Income Commentary

Fixed Income Commentary

January, 2021 4th Quarter 2020 Fixed Income Review Fixed income markets had generally positive performance in the 4th quarter of 2020 and returns for the year were quite good considering the historically low rates available and U.S. equity markets hitting all-time...

Retirement Times January 2021 Newsletter

Retirement Times January 2021 Newsletter

January 2021 This month's Retirement Times discusses advisory services- should fiduciaries outsource retirement plan investment responsibility? Download the Retirement Times January newsletter here.

Investment Outlook – January 2021

Investment Outlook – January 2021

A New Year!   We have a friend who makes it a point to be in bed asleep when midnight arrives on New Year’s Eve. This year, he’s made an exception to this rule. His reason: “I want to make sure that 2020 actually leaves.” And indeed, this past year has been an...

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