Third Quarter 2021 Investment Commentary

Third Quarter 2021 Investment Commentary

Market Recap A September slump put a pause on the global equity bull market. The S&P 500 Index dropped 4.7% for the month, developed international equities fell 2.9%, and emerging-market (EM) stocks dropped 4.0%. For the third quarter, the S&P 500 was up just...

Third Quarter 2021 Investment Commentary

Market Recap A September slump put a pause on the global equity bull market. The S&P 500 Index dropped 4.7% for the month, developed international equities fell 2.9%, and emerging-market (EM) stocks dropped 4.0%. For the third quarter, the S&P 500 was up just...

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The Morning View: August 6, 2021

The Morning View: August 6, 2021

Announced this morning, the economy added 943,000 jobs in July, more than expected.  The Leisure and Hospitality industry was strong adding 380,000 jobs, while the Retail Trade industry was relatively weak.  The Unemployment Rate decreased five tenths to 5.4%, a...

Third Quarter 2021 Investment Commentary

Three Books to Help Achieve Personal Financial Independence

When discussing money and finances with clients, I get personal. I want to know their goals so I can help achieve them. I also share insights about investing and financial planning, often highlighting articles and books, to provide them with useful perspectives about...

Retirement Times August 2021 Newsletter

Retirement Times August 2021 Newsletter

August 2021 This month's Retirement Times discusses the following: Generational Influences and Behavioral Finance Measuring Financial Wellness Retirement Plan Document Retention: What Should Fiduciaries Keep? Save Early, Aim for Your Goal Download the Retirement Times...

The Morning View: August 6, 2021

The Morning View: July 30, 2021

Announced this morning, Personal Income increased 0.1% in June, a bit more than expected. Personal Spending increased 1.0% in June, higher than expected and a rebound from the flat reading the previous month.  The PCE Deflator, a measure of inflation, increased 0.5%...

Third Quarter 2021 Investment Commentary

New State Law Changes Make Tennessee Trusts Even More Appealing

Tennessee trust and estate planning professionals have reason to celebrate the passage of several new laws that will continue to bolster the Volunteer state’s standing as one of the top jurisdictions to create and administer a trust. State lawmakers approved a wide...

Argent Employee Spotlight – John Allen

Argent Employee Spotlight – John Allen

Meet John, who is with Argent Trust in Greenville, SC and has been with us for 5 years. Q. What led you to Argent and what makes it unique? A. The chance to practice my client-centric trade without the politics and bureaucracy I experienced in larger bank-related...

Mid-Month Market Perspectives

Mid-Month Market Perspectives

Market Reflections A Year’s Difference Time certainly has a way of changing perspectives. As of the middle of March last year, the global markets were in the midst of a virus-fueled free fall which ultimately infected the U.S. financial markets. Within weeks, the...

The Morning View: August 6, 2021

The Morning View: July 20, 2021

Announced this morning, Housing Starts were 1,643,000 in June, an increase of 6.3% for the month, which was much higher than. Conversely, Building Permits were 1,598,000 in June, down -5.1% for the month, which was more negative than expected. Overall, the increase in...

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