Quarterly Fixed Income Update
4th Quarter 2021 Fixed Income Review • Q4 fixed income markets experienced generally negative performance and Treasuries and most high credit quality indices were negative for the year • Inflation soared to levels not seen in twenty years due to disrupted supply...
Latest
The Morning View: November 24, 2021
In this morning’s data, Initial Jobless Claims were 199,000 for the week ending on 11/20, much lower than expected and could be impacted some by holidays, but it is below 200k for the first time since before the pandemic. Continuing Claims were 2,049,000 for the week...
The Morning View: November 16, 2021
Announced this morning, Retail Sales for October increased 1.7%, higher than expected and higher than the previous month. Non-store retailers, Gasoline Stations, and Electronics & Appliance stores were strong during the month, while Health & Personal stores...
Giving Credit (and Credit Advice) on Veterans Day
As a Marine veteran of Operation Iraqi Freedom, celebrating Veterans Day has always been important to me. Honoring active and retired vets, Veterans Day honors and pays tribute to the Americans who are willing to do the most anyone can do for his or her country – give...
Monthly Investment Commentary
November 2021 • US stocks hit an all-time high in October as earnings season for many of the world’s largest companies kicks off. • Core PCE, the Federal Reserve’s preferred inflation measure, came in at 3.64%, its fastest pace in 30 years. • The US Treasury yield...
Estate Planning for Your Collection or Valuable Assets
Originally published on fwtx.com on November 3, 2021 BY: KATHY CHRISTOFFEL, CTFA Market President, Argent Trust-Fort Worth Market (817) 502-3586 Over our lifetimes, we tend to accumulate a lot of stuff — some of it with monetary value, but most of it holding primarily...
The Morning View: November 5, 2021
Announced this morning, the economy added 531,000 jobs in October, more than expected. In addition, the previous month was revised higher by over 100k to 312,000. The Leisure and Hospitality industry rebounded some by adding 164,000 jobs, while Government jobs were...
The Roth 401(k) and Roth IRA: Comparing Roth Accounts for Retirement Savings
Deciding between the available retirement investment plans can be a difficult choice for individuals, especially the Roth 401(k) and the Roth IRA. These savings vehicles are often confused and though they do have many similarities, there are important distinctions...
Transitory Inflation?
Transitory Inflation. That phrase has certainly been commonplace to describe the current environment with inflation seemingly stoked by the rapid “re-start” of business and consumer activity. Recall the movie “Jurassic Park” with a young Samuel Jackson saying, “Hold...
New Tax Laws 2021
Originally published on jewishobserver.org October 29, 2021 “Nothing is certain except death and taxes.” - Ben Franklin 1789 “It’s tough to make predictions, especially about the future.” - Yogi Berra Both Ben and Yogi are correct. As we approach the end of 2021,...