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...
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Charitable Giving Strategies for Not-as-Wealthy Donors
High-net-worth charitable giving could decline for years because of high inflation, so charities look to highlight tax-savvy options for average investors. Originally published on Kiplinger.com February 9, 2023 BY: TIMOTHY BARRETT, J.D.Trust Counsel, Argent Trust...
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
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
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
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
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
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...
The Morning View: September 13, 2022
From our colleagues at our sister company, Argent Trust: Announced this morning, the Consumer Price Index increased 0.1% in August and is 8.3% higher on an annual basis, both more than expected. Monthly prices for Food Away from Home, up 0.9%, New Vehicles, up 0.8%,...
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...