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The Morning View: September 27, 2019

BY: MARSHALL BARTLETT Senior Vice President / Portfolio Manager Announced this morning, Personal Spending increased just 0.1% in August, below forecasts. Personal Income in August increased 0.4%, matching forecasts. The monthly reading of the core Personal Consumption...


Reinforcing Our Commitment to Fiduciary Excellence

Providing a fiduciary level of service is central to Argent/Heritage Retirement Plan Advisors. To further prove our commitment to always putting our clients’ best interests first, we recently passed a rigorous, multi-month audit by the Centre for Fiduciary Excellence...


How a Special Needs Trust for Your Child Can Fall Apart

Originally published on on September 18, 2019 BY: TIMOTHY BARRETT Trust Counsel, Argent Trust Company | (502) 569-7400 Parents of disabled children must juggle a lot of responsibilities: work, bills and of course caregiving. But one ball they can’t...


The Morning View: September 13, 2019

BY: MARSHALL BARTLETT Senior Vice President / Portfolio Manager In this morning’s data, Retail Sales increased 0.4% in August, more than the 0.2% expected. The increase was driven by strength in auto sales and non-store retailers. The Control Group, which excludes...


Investment Commentary: September 2019

September 2019 August was a choppy month for stocks. Half of the 22 trading days of the S&P 500 had moves greater than 1% (on the upside and downside). For the month, larger-cap U.S. stocks fell 1.6% and smaller-cap U.S. stocks dropped 4.9%. The volatility in...


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