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The Morning View: February 15, 2023

The Morning View: February 15, 2023

https://player.vimeo.com/video/799167790?h=6a8a24e87c&badge=0&autopause=0&player_id=0&app_id=58479 In this morning’s data, Retail Sales for January increased 3.0% which is higher than expected and a nice rebound from the previous month. In the month,...

Market Update -February 2023

Market Update -February 2023

A Month At A Glance: Global equity markets roared 7.2% higher to start the year Foreign equities (both developed and emerging) outpaced the S&P 500 in January Amid moderating inflation and a strong jobs market, investor sentiment is starting to believe that a...

2023 Updated Secure Act 2.0 Information

2023 Updated Secure Act 2.0 Information

The Secure Act 2.0 was signed into law on December 29, 2022. Several changes will be effective in 2023, with several more becoming effective in future years. The age to start taking Required Minimum Distributions increases to 73 in 2023 and 75 in 2033. This delays the...

Market Perspectives- January 2023

Market Perspectives- January 2023

A New Year and a Crystal Ball •  The S&P closed 2022 with a loss of 18.1%, the worst year since 2008. Returns year-to-date , have however, provided some temporary investor relief. • Consumer inflation levels continue trending downward following December’s CPI 6.5%...

Fixed Income Update

Fixed Income Update

4th Quarter 2022 Fixed Income Review • Although most fixed income sectors had negative performance for the year, select sectors had positive performance in Q4 • The Fed raised rates seven times in 2022, pushing its benchmark from a range of 0% to 0.25% early in the...

Investment Outlook

Investment Outlook

A Two-Faced God The month of January takes its name from the ancient Roman god Janus, the god of gates, transitions and beginnings.  He was normally depicted as having two faces, one looking forward and one looking backward, an appropriate image for a month in...

Setting Up A Will: Where to Start

Setting Up A Will: Where to Start

Originally published on fwtx.com on September 12, 2022 BY: KATHY CHRISTOFFEL, CTFA Market President, Argent Trust-Fort Worth Market (817) 502-3586 None of us are going to live forever — and yet, it can be surprisingly challenging to convince some people to get started...

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