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Ladies, Let’s Talk About Financial Organization
(THIS ARTICLE IS THE FIRST OF TWO FOR WOMEN | WEALTH | WELLNESS) The older I get, the more I understand the value of being organized — not just in my personal calendar or “to do” list, but also in my financial life. It seems every year I hear of others who begin...
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Retirement Times December 2022 Newsletter
December 2022 This month's Retirement Times discusses the following: How to End the Year on a Bright Note Provider Consolidation in the Retirement Plan Market: Impacts for Sponsors Four Things to Know About Plan Limit Hikes Participant Corner - ‘Tis the Season for...
How to Ensure Your GivingTuesday Generosity Has the Greatest Impact
As we enter the holiday season and reflect warmly on our memories of Thanksgiving, many of us are feeling lucky and grateful for the blessings in our lives. Soon we’ll get into the bustle of buying gifts, sending out cards and taking part in other cherished seasonal...
Recession Worries — Riding the Wave Through Volatile Market Cycles
Although the markets have teased investors with short-lived rallies this past year, we can’t lose sight of the central bank’s determination to bring still-stubborn inflation gauges under control. In this fourth quarter, we will again face the prospect of one more rate...
Argent Gives Back: Sharon Federico
Sharon Federico Trust Administrative Assistant, Louisville, KY 1| Which nonprofit are you passionate about serving? The Cub Scouts, Boy Scouts of America. Pack 380’s popcorn Kernel for the 2022/2023 calendar year History: The Lincoln Heritage Council is one of the...
The Morning View: November 16, 2022
Announced this morning, Retail Sales for October increased 1.3%, higher than expected and a solid rebound from the prior reading. In the month, Gasoline Stations, up 4.1%, Food Services & Drinking Places, up 1.6%, and Food & Beverage Stores, up 1.4%, were...
Time, Talent, Treasures: Why the Fundamentals of Philanthropy Matter
Although I didn’t know what “philanthropy” meant as a young girl, I knew that my parents always contributed to our community. They were excellent role models to my brothers and me in giving back, and I cannot recall a time in my life when my parents weren’t making a...
The Morning View: November 10, 2022
In this morning’s data, the Consumer Price Index increased 0.4% in October, less than expected, and is 7.7% higher on an annual basis. Monthly prices for Fuel Oil, up 19.8%, were strong, while monthly prices for Used Cars and Trucks, down -2.4%, Apparel, down -0.7%,...
Market Update – November 2022
A Month At A Glance Following a nearly 13% loss in the previous two months, US stocks surged 8.1% higher in October Higher rates led to a loss of 1.3%for US core bonds Value stocks outperformed, nearly doubling the return of growth stocks Emerging-markets equities...
In Good Times and Bad, Charitable Giving is the Right Thing to Do
Investors contemplating their charitable giving for 2022 might find themselves in a different financial situation than last year, when the stock market was reaching new highs and many people had highly appreciated gains that were easy to gift. This year, the stock...