Wealth Management Lessons from March Madness
BY: Aaron JackChief Development Officer, Argent Financial GroupCEO, Heritage Trust Like many of you, this month I’ll be consumed with my favorite annual event, the NCAA basketball tournament. It’s always so exciting when March Madness returns with teams all...
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Wealth Management Lessons from March Madness
BY: Aaron JackChief Development Officer, Argent Financial GroupCEO, Heritage Trust Like many of you, this month I’ll be consumed with my favorite annual event, the NCAA basketball tournament. It’s always so exciting when March Madness returns with teams all...
A Strategy of Holistic Wealth Management: How Family Wealth Services Augments Wealth Planning
BY: Russ Allsup,CPA®,Vice President I’m often asked why it’s important to partner with a family wealth services professional, especially when someone is already engaging a financial broker, legal team or accountant. The following scenario shows how family wealth...
Ladies, Let’s Talk About Financial Organization
Jodi Penn RivesBusiness Development Officer (THIS ARTICLE IS THE FIRST OF TWO FOR WOMEN | WEALTH | WELLNESS) The older I get, the more I understand the value of being organized — not just in my personal calendar or “to do” list, but also in my financial life. It seems...
The Morning View: March 10, 2023
https://player.vimeo.com/video/806806276?h=a8cf09c5c6&badge=0&autopause=0&player_id=0&app_id=58479 In this morning’s data, the economy added 311,000 jobs in February, again higher than expected. The Leisure and Hospitality industry was relatively...
Market Update -March 2023
A Month At A Glance: After a strong start to the year, global equity markets gave back some of those gains in February. An appreciating US dollar negatively impacted foreign equity returns—resulting in outperformance by US markets. Resilient economic data continue to...
Market Perspectives- February 2023
Multiple Glide Paths • Consumer price index data released in February showed inflation had risen by 6.4% over the prior 12 months, while January’s producer price index data posted an annual increase of 6%. • Job markets remain tight as unemployment levels fell again...
When Estate Planning, Don’t Let Mistakes Thwart Your Wishes
Should you work with an attorney to write your will, or can you do it yourself? That depends on a number of things, including where you live. Originally published on Kiplinger.com February 21, 2023 James Ferraro, JD | Vice President & Legal Counsel...
The Morning View: February 24, 2023
https://player.vimeo.com/video/802014686?h=caa7bce6dc&badge=0&autopause=0&player_id=0&app_id=58479 Announced this morning, Personal Income grew 0.6% in January, less than expected but still higher than the previous month’s increase. Personal Spending...
White Paper-Secure 2.0 Act
CHRIS SHANKLE, CPA, CGMA SVP, Managing Director (Division T of Consolidated Appropriations Act, 2023) In December of 2022, Congress passed the Consolidated Appropriations Act, 2023 which contains a large section covering retirement in the U.S. referred to as SECURE...