The Morning View: May 5, 2023
From our colleagues at our sister company, Argent Trust: https://player.vimeo.com/video/824121095?h=da1f847826&badge=0&autopause=0&player_id=0&app_id=58479 Announced this morning, the economy added 253,000 jobs in April, much higher than...
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The Morning View: June 30, 2022
From our colleagues at our sister company, Argent Trust: Announced this morning, Personal Income increased 0.5% in May, as expected and unchanged from the revised figure from the previous month. Personal Spending increased 0.2% in May, less than expected and the...
3 Benefits to Updating Your Financial Plan
Here’s a simple, but important question our team always asks someone seeking advice on managing their wealth: When was the last time you met with your advisor to thoroughly review and update your financial plan? If the answer is either “I can’t remember” or “More than...
The Morning View: June 23, 2022
From our colleagues at our sister company, Argent Trust: In this morning’s data, Initial Jobless Claims were 229,000 for the week ending June 18th, slightly higher than expected. In addition, Continuing Claims were 1,315,000 for the week ending June 11th, which is...
Argent Gives Back: Tiffany Abshire
Tiffany Abshire Trust Administrator, Lake Charles 1| Which nonprofit are you passionate about serving? Big Brothers Big Sisters History: For almost 40 years, Big Brothers Big Sisters of Southwest Louisiana has operated under the belief that inherent in every child is...
How to Live a Generous Life
Over the past 24 years I’ve worked in the legal, financial services and nonprofit sectors. In that time, I’ve seen incredible examples of generosity, and often from very unexpected sources. But proof of the incredible generosity of Americans isn’t just limited to the...
Protecting Assets in Marriage and Divorce
As is true for most everything in life, the best defense is a good offense. No one wants to plan for divorce, and yet, the best way to protect your assets through a divorce is to begin preparing today. Whether you have been blessed with a large inheritance passed down...
Generations-Heritage Trust 24th Anniversary
“Life affords no greater responsibility, no greater privilege, than the raising of the next generation” – C. Everett Koop Since May of 2017, our team at Heritage has been honored to share a building with the most sacred place in Oklahoma City – the Oklahoma City...
The Morning View: June 10, 2022
From our colleagues at our sister company, Argent Trust: Announced this morning, the Consumer Price Index increased 1.0% in May and 8.6% on an annual basis, more than expected. Monthly prices for Fuel Oil, up 16.9%, Utility Gas Service (natural gas), up 8.0%, and...
Market Update – June 2022
A Month At A Glance • Both equities and fixed income were positive (barely) in May—the first time since last summer • US core bonds gained 0.6% in May, notching their first positive month this year • A weaker dollar helped foreign equities outpace US stocks by a...