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...
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Trip of a Lifetime: Preparing Your Financial Road Map
BY: LAURIE SAINT Assistant Vice President, Financial Planning (405) 608-8007 Close your eyes and think back to the first time you were given a set of car keys. I imagine you felt a little bit like I did: a combination of excitement, freedom and a tiny bit of fear....
4 Succession Planning Tips: How to Transition the Family Farm or Ranch to the Next Generation
BY: BRUCE CARSON Vice President, Relationship Manager (405) 608-8662 | bruce@heritagetrust.com It is a life-changing experience when children receive a family farm or ranch from their parents. For many families, their farm or ranch is not only their largest financial...
AmeriTrust and Heritage Trust Deep Oklahoma Roots: Past, Present and Future
BY: BOND PAYNE Chairman, Heritage Trust Company & Vice Chairman, Argent Financial Group (405) 608-8622 | bond@heritagetrust.com The official history of Helmerich & Payne (H&P) recounts the beginning of a model partnership and friendship that began in 1920....
Oklahoma Company Now Part of Largest Independent Trust-Based Wealth Management Company in the South
RUSTON, La., July 3, 2018 – Tulsa, Oklahoma-based AmeriTrust Companies announced today it is merging with Argent Financial Group, the largest independent trust-based wealth management company the South. With this merger, Ruston-based Argent now has responsibility for...