A Charitable Trust With Many Benefits
Originally published in Kiplinger's Retirement Report Are you looking for an additional income stream in retirement? Do you want to leave behind something for charity and cut your tax bill now and when you pass away? If the answer is yes, a charitable remainder trust...
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The Morning View: January 15, 2021
In this morning’s data, Retail Sales for December fell -0.7%, worse than expected. Non-store Retailers, Electronics & Appliances, and Food Service & Drinking Places were especially weak, while Gasoline Stations showed some strength. The Control Group, which...
The Morning View: January 8, 2021
Announced this morning, the economy lost jobs in December, falling -140,000, which is the first negative monthly print since April. The Retail Trade and Construction industries were strong, while Leisure and Hospitality was very weak. The Unemployment Rate held...
The Morning View: December 4, 2020
Announced this morning, the economy added just 245,000 jobs in November, less than the 460k expected. The Transportation & Warehousing industry was strong, while Retail Trade and Government jobs were weak. The Unemployment Rate fell to 6.7%, from 6.9% the...
Managing a High Touch Business in a Low Touch World
BY: S. BOND PAYNE Vice Chairman, Corporate Development, Argent Financial Group Chairman, Argent Trust Company of Oklahoma Chief Executive Officer, Heritage Wealth Management When my daughters were young, they would sometimes ask what I did at the office. Trying not to...
How to Weather an Oil & Gas Industry Bust
3 Tips for Managing Mineral Rights During Volatile Times BY: DAVID LUKE President, Argent Mineral Management This spring, mineral rights owners experienced one of the most severe declines in oil prices in the history of our country. Global oil prices were already...
The Morning View: May 19, 2020
BY: MARSHALL BARTLETT Senior Vice President / Portfolio Manager Announced this morning, Housing Starts were 891 thousand in April, falling 30.2% from the previous month slightly worse than expected. In addition, Building Permits were 1.074 million in April, falling...
Building a 30-Year-Company, One Relationship at a Time
BY: KYLE McDONALD Chief Executive Officer Kyle McDonald Soon after Argent entered its 30th year just a few months ago, the Coronavirus Pandemic hit this nation. Our reaction to this catastrophe, I believe, offers a window into why this company has succeeded for 30...
Coronavirus Aid, Relief and Economic Security (CARES) Act Summary
On March 27th, President Trump signed the $2 trillion Coronavirus Aid, Relief, and Economic Security Act (CARES Act) into law. The 880-page CARES Act includes multiple provisions that will impact Argent clients. Some highlights include: INCOME TAX FILING DATE...
AmeriTrust Appoints Kenny Brown Jr. as Vice President, Business Development
Tulsa wealth management firm also welcomes Jason Simpson as portfolio manager MEDIA RELEASE Contact: Taryn Clark | 405.848.8899 TULSA, Okla., March 24, 2020 – AmeriTrust announced today that Kenny Brown Jr. has been promoted to vice president, business development....