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For Entrepreneurs, Confidence in Your Advisers Is Your Most Important Investment
When your business and estate are at stake, can you really count on the people who are helping you? Trust in your team starts with asking the right questions. Originally published on Kiplinger.com November 24, 2021 If your estate includes private equity investments,...
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...
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,...