Trusts & Estate Planning
With 30 years of expertise serving as sole Trustee, Co-Trustee, and Directed Trustee for thousands of clients, Argent can expertly serve the multi-generational financial needs of your family.
Laura Holmgreen
Wealth Management Administrator
Corpus Christi
800 North Shoreline Blvd. Suite 1701 S, Corpus Christi, TX 78401
(361) 881-8222
800 North Shoreline Blvd. Suite 1701 S, Corpus Christi, TX 78401
Provided Services
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Latest News & Resources
Insights
Investment Outlook – Third Quarter 2022
Two Bears in Two Years? On January 3rd of this year, the S&P 500 reached an all-time high and began a decline that on June 13th passed a critical threshold — down 20% from a recent high — and became the twenty-second bear market since 1929. The previous bear...
The Morning View: June 30, 2022
Announced this morning, Personal Income increased 0.5% in May, as expected and unchanged from the revised figure from the previous month. Personal Spending increased 0.2% in May, less than expected and the previous month was revised lower; however Real Personal...
3 Benefits to Updating Your Financial Plan
Here’s a simple, but important question our team always asks someone seeking advice on managing their wealth: When was the last time you met with your advisor to thoroughly review and update your financial plan? If the answer is either “I can’t remember” or “More than...