Enough to Make You Sick: How to Better Manage Stress Around Money Worries
We all know that thinking about financial situations can often be incredibly stressful. But did you know it can actually make us sick? According to one survey, nearly half of women have lost sleep over money worries and many believe the strain has impacted their...
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Working Together: Why Investment Consolidation Can Be a Wise Strategy
We’ve all heard the phrase: “Don’t put all your eggs in one basket.” Although it’s simply human nature not to focus all our efforts on a single area, when it comes to a person’s financial portfolio, there can be real benefits to investment consolidation. Almost all my...
Purposeful Wealth Transfer Planning
Originally published in Forbes on August 25, 2022 BY: DAVID REDDING, CTFA, AEP, CWS Austin, TX Market President, Argent Trust Company | (512) 478-3188 In a prior article, I wrote about the need to be purposeful in estate planning and proposed that the family culture...
The Morning View: August 26, 2022
From our colleagues at our sister company, Argent Trust: In this morning’s data, Personal Income increased 0.2% in July, less than expected. Personal Spending increased 0.1% in July, much less than expected and Real Personal Spending, which accounts for inflation,...
Market Perspectives – August 2022
The Fed, Inflation and Market Perspective • Inflation may have peaked last month. The latest CPI number posted a light decline in the inflation gauge to 8.5%, year over year. While inflation may have peaked, the Federal Open Market Committee (FOMC) will require more...
Argent Gives Back: Shirley Davis
Shirley Davis Trust Operations Specialist-Reconcilement, Birmingham, AL 1| Which nonprofit are you passionate about serving? Seeker Springs History: A Mission Camp designed to reach children and youth who are facing difficult life situations and have been placed in...
End of Life Planning Checklist
One of the most loving gifts you can give to your family is to put your affairs in order before a disaster or medical emergency. Although having your estate planning documents and letter of instruction in place will not lessen the grief the surviving spouse feels, it...
The Two Things Every Woman Needs to Navigate Loss: Part 2
THIS IS THE SECOND ARTICLE IN A TWO-PART SERIES FOR WOMEN | WEALTH | WELLNESS Our first article discussed the importance of estate planning and ways to mitigate unnecessary financial stress and complications during an already difficult time. Whether it's the sudden...
The Morning View: August 17, 2022
From our colleagues at our sister company, Argent Trust: In this morning’s data, Retail Sales for July were flat for the month, one-tenth less than expected. For the month, Non-store retailers were relatively strong, up 2.7%, while Gasoline Stations, down -1.8%, and...
How to Decide If a Roth IRA Conversion Is Right For You
Families and individuals seeking possible solutions to lower federal taxes during retirement should take a close look at the pros and cons of converting funds from their traditional individual retirement (IRA) account to a Roth IRA. The process, commonly referred to...