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Practice a physician paradigm with any advisor
By Byron Moore Originally published in the News Star and the Shreveport Times on Sunday, April 30, 2017. Q: I’m thinking about leaving my broker. He had a hot hand for a while, but it seems like he’s lost his touch here lately. Aside from asking friends, any tips for...
Tail Risk
Investment Insights Mike Jones The white paper A Comparison of Tail Risk Protection Strategies in the U.S. Market was tailor-made for the investment advisor who takes risk seriously. While written for those in the investment industry, its findings are very relevant...
How to build value into your business
By Byron Moore, posted April 17, 2017 Originally published in the News Star and the Shreveport Times on Sunday, April 16, 2017. Q: I am just starting out owning my own business. We’re doing fine, but I’d like to grow over time and create something of value that I...
My Day
Money Matters (April 2017) By Chuck Dudley WHAT I DID YESTERDAY •Woke up at 5:00 •Read the paper, took my vinegar and honey, checked overnight news. •Walked 2 miles with the Grumpy Old Men group. •Took a shower, ate breakfast. •At work by 7:10. Checked emails,...
Where Do We Go From Here?
Where Do We Go From Here? Investment Outlook - April 2017 The current equity market is the thirteenth bull market for the S&P 500 since 1928. At 96 months, it is the second longest bull run over the period: the longest, from 1990 to 2000, lasted 120 months and...
That Was Easy
Reflections - Musings by Argent Staff by Ken Alderman, kalderman@argenttrust.com March, 2017 One thing we can say for sure is that the political drama in Washington is definitely not boring. This month the long awaited “Repeal and Replace” of the Affordable Care Act...
Plan B
By Byron Moore, posted March 20, 2017 Originally published in the News Star and the Shreveport Times on Sunday, March 19, 2017. Q: I always thought my career would go in a certain direction. But now my industry is changing and the work I always saw myself doing is...
When Parents Plan Ahead, the Children Win
By Timothy Barrett, Senior Vice President Consult the Experts: Financial Edition runs in Louisville Business First Our clients ask us most often how to protect the wealth they have earned from their own children’s poor planning or misfortune. We recommend a Trust to...
Think Local for Charities, Too
Local charities deliver essential goods, therapies, counseling, refuge and support to needful members of our community. Many local organizations benefit from charitable gifts and volunteerism because a particular need is featured in the news or online. Giving USA...
Understanding Money
Money Matters (February 2017) By Chuck Dudley EARNING AND SPENDING MONEY First, an admission. This newsletter is one from the archives, probably from the second year of my writing around 1998 or so. Sometimes it's good to revisit some of the tried and true...