Investment Outlook – Second Quarter 2022

Investment Outlook – Second Quarter 2022

How Many Horsemen Make an Apocalypse? • While there is plenty to worry about, the outlook for inflation may be the most important thing. • We know interest rates are going up, so our focus should be on whether the Fed tightens too little or too much. • One positive so...

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Retirement Times: March 2016

Retirement Times: March 2016

2016 Tax Saver’s Credit Participants may be eligible for a valuable incentive, which could reduce their federal income tax liability, for contributing to your company’s 401(k) or 403(b) plan. If they qualify, they may receive a Tax Saver’s Credit of up to $2,000...

Retirement Times: March 2016

Retirement Times, February 2016

Table of Contents A Turbulent Start to 2016 Importance of Prudent Process to Monitor Investment Options Investment Policy Statement Review: Beyond the Obvious What Constitutes Proper Documentation of Retirement Plan Committee Meetings?   A Turbulent Start to 2016...

Retirement Times: March 2016

Some Thoughts as We End/Begin a Year

For The Church, It's Advent Chuck Dudley Our discussion Sunday in church was about how fast the year had gone and that it was about over. We were then 'corrected' in that the church calendar begins anew with the Advent Season. The Alpha and Omega if you will. As we...

Retirement Times: March 2016

Profiles in Success: Art Eatables

Every quarter we cover a business, organization, or entrepreneur that embodies what it means to be successful. This time, we headed up to Louisville, KY to visit Art Eatables. Art Eatables, founded by Kelly Ramsey, is a chocolate shop that creates some of the best...

Retirement Times: March 2016

Estate Planning Experts: Atlanta Part 3 of 3

Estate Planning Experts: Atlanta Protecting Your Legacy and Peace of Mind Part 3 of 3 Argent Trust is proud to have been selected in the 2016 edition of “Estate Planning Experts”. The book’s author, Shane Smith, Esq, is an Atlanta attorney that wanted to share...

Retirement Times: March 2016

Estate Planning Experts: Atlanta Part 2 of 3

Estate Planning Experts: Atlanta Protecting Your Legacy and Peace of Mind Part 2 of 3 Argent Trust is proud to have been selected in the 2016 edition of “Estate Planning Experts”. The book’s author, Shane Smith, Esq, is an Atlanta attorney that wanted to share...

Retirement Times: March 2016

Estate Planning Experts: Atlanta Part 1 of 3

Estate Planning Experts: Atlanta Protecting Your Legacy and Peace of Mind Part 1 of 3 Argent Trust is proud to have been selected in the 2016 edition of “Estate Planning Experts”. The book’s author, Shane Smith, Esq, is an Atlanta attorney that wanted to share...

Retirement Times: March 2016

Diversify. Rebalance. Invest globally.

MIKE JONES Investment Insights Global asset classes in the twentieth century produced nice gains in wealth for individuals who bought and held those assets for long periods of time. It is also true that these assets went through long periods of stale performance or...

Retirement Times: March 2016

Money Matters: How can I improve in 2016?

Start With Why Chuck Dudley Simon Sinek is a writer and speaker as many of you may know. His main mantra is to know your 'Why' before you try to understand the 'What'. Very simply, determine 'Why' you believe, before you get to the 'What'. Why do you get up in the...

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