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BY: MARSHALL BARTLETT Senior Vice President / Portfolio Manager In this morning’s data, the Producer Price Index (PPI) increased by 0.2% in July and is up 1.7% on an annual basis. The core rate, which excludes food and energy, decreased 0.1% in July, but is still up...

Originally published on BenefitsPro.com on July 31, 2019 BY: LINDE MURPHY, CRPCTM Managing Director, Institutional Services  |  (210) 352-2428 It’s that time of year for many retirement plan sponsors as they put the finishing touches on Form 5500, the annual employee...

BY: MARSHALL BARTLETT Senior Vice President / Portfolio Manager Announced this morning, the economy added 164,000 jobs in July, in line with forecasts. The Professional Services and Healthcare sectors were strong, while Retail was weak and Manufacturing was only...

Originally published on Kiplinger on July 25, 2019 BY: DAVID REDDING, CTFA, AEP Austin, TX Market President, Argent Trust Company | (512) 478-3188 The first time I heard the term “opportunity zone” was in October 2018 while playing golf with a CPA friend of mine. He...

BY: MARSHALL BARTLETT Senior Vice President / Portfolio Manager In this morning’s announcement, the first reading indicates GDP grew by 2.1% in the second quarter 2019, higher than expected but below the 3.1% reading in the previous quarter. The result was driven by...

BY JIM McELROY, CFA How often should you monitor your investment accounts? Like so many other things in life, the answer to this question is, “It depends.” It depends on your investment horizon, or when you will need to convert your investments to cash. It depends on...

Community Banks and Argent Trust: A Win-Win Fiduciary Wealth Management Partnership Solution A partnership with Argent Trust helps community banks serve loyal customers, engage neutral customers and retain vulnerable customers. FAMILY VALUES: Argent and community...

BY: MARSHALL BARTLETT Senior Vice President / Portfolio Manager Announced this morning, Retail Sales increased 0.4% in June, more than expected. The increase was driven by strength in non-store retailers and motor vehicles. The Control Group, which excludes sales for...