“”

Wealth Management Lessons from March Madness

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...

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...

READ MORE

Latest

Wealth Management Lessons from March Madness

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...

The Morning View: March 10, 2023

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

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

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...

The Morning View: March 10, 2023

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

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...

Interested in speaking with

one of our experts?