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Market Update – August 2022

The Month At A Glance US stocks surged 9.2% in July—their best month since November 2020 US core bonds gained 2.4%, which was by far their best month in 2022 Inflation (CPI) in June registered a hotter-than-expected 9.1% US GDP was negative for the second straight...


Market Update – July 2022

Second Quarter 2022 Investment Commentary • Market performance for a traditional “60/40” balanced portfolio had its worst first half year in modern history, down 16.1%. • The economic backdrop has worsened, with the Federal Reserve aggressively tightening monetary...


Fixed Income Update – Second Quarter 2022

2nd Quarter 2022 Fixed Income Review • Q2 fixed income markets experienced significant negative performance as fixed income assets fell in price and yields rose • The Federal Open Market Committee (FOMC) has now hiked its overnight funds target rate range 150bp over...


How to Live a Generous Life

Over the past 24 years I’ve worked in the legal, financial services and nonprofit sectors. In that time, I’ve seen incredible examples of generosity, and often from very unexpected sources. But proof of the incredible generosity of Americans isn’t just limited to the...


Generations-Heritage Trust 24th Anniversary

“Life affords no greater responsibility, no greater privilege, than the raising of the next generation” – C. Everett Koop Since May of 2017, our team at Heritage has been honored to share a building with the most sacred place in Oklahoma City – the Oklahoma City...


Market Update – June 2022

A Month At A Glance • Both equities and fixed income were positive (barely) in May—the first time since last summer • US core bonds gained 0.6% in May, notching their first positive month this year • A weaker dollar helped foreign equities outpace US stocks by a...


32 years . . . 7 big lessons

This month we celebrate Argent’s 32nd anniversary as a company. What an adventure! Hard to believe we came into existence before Amazon, Netflix, or Google. When we started in 1990, gas was 76 cents a gallon and iPhones were still 17 years in the future! Typically, on...


Market Update – May 2022

A Month At A Glance • Both equities and fixed income posted large losses for the month • US core bonds fell 2.0% in April, posting their fifth consecutive month of losses • The US dollar surged 4.7% last month and has now appreciated 7.7% this year • Despite the...


Market Update – April 2022

In Opening A lot has happened since our year-end investment commentary. In this letter, we will highlight the key developments as they relate to the global economy and financial markets. The biggest macro event is Russia’s brutal invasion of Ukraine. As is our job,...


3 Wealth Management Tips from College Basketball’s Legends

March is always an exciting time of the year because my favorite annual event, the NCAA basketball tournament, kicks off a frenzy of activity and enthusiasm and we all become consumed with “March Madness.” Dreams of earning spots in the Final Four will be realized or...


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