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Serving Women’s Financial Needs
As Americans continue to celebrate Women’s History Month, I’m drawn to the social media posts and the messages of encouragement and hope being shared. From self-care tips to prioritize one’s health, women sharing lessons learned about the value and power of...
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The Morning View: December 12, 2023
Announced this morning, the Consumer Price Index (CPI) increased 0.1% in November, slightly higher than expected and grew 3.1% on an annual basis. Monthly prices for Utility (Piped) Gas Service, up 2.8%, and Used Cars and Trucks, up 1.6%, were relatively strong while...
Market Update -December 2023
Monthly Market Update The S&P 500 snapped its three-month losing streak with a return of 9.1%. Foreign equity markets joined the rally with a similar 9% gain. The bond market had its best month since the 1980s—as the Bloomberg U.S. Aggregate Index rose 4.5%....
The Morning View: December 8, 2023
In this morning’s data, the economy added 199,000 jobs in November, more than expected. The Health Care and Social Assistance industry was relatively strong while the Retail Trade industry and Temporary Help were both relatively weak. The Unemployment Rate...
Retirement Times December 2023 Newsletter
December 2023 This month's Retirement Times discusses the following: Navigating the Complexity of EBSA Investigations Boosting Lower Wage Earners’ Retirement Readiness IRS and Security Summit Offer Online Safety Tips Participant Corner: Financial Frost Checkup...
Women and Investing: Is there a Gender Gap to Investing?
While women have been traditionally late to the investment game, women’s wealth is growing. Women are rapidly changing and altering the investment landscape, and while they may still invest less than men, they are making serious headway. The good news is that more and...
The Morning View: November 22, 2023
In this morning’s data, Initial Jobless Claims were 209,000 for the week ending November 18th, less than expected and 24k lower than the revised figure from the previous week. In addition, Continuing Claims were 1,840,000 for the week ending November 11th, also less...
Market Perspective- November 2023
Patience • October’s consumer price index (CPI) was flat from the previous month but still represented an increase of 3.2% over last year. • Excluding volatile food and energy prices, core CPI rose 0.2% and 4%, the smallest increase since September 2021. • Real gross...
14 Rapid-Fire Estate Planning Tips
There’s a lot to keep up with when estate planning. These tips could help, from updating beneficiaries after changing your plan to understanding will-substitute options like transfer on death. Originally published on Kiplinger.com November 08, 2023 Have you ever...
What’s Your Plan for “Giving Tuesday 2023″?
Shaheen Farah |Senior Vice President, Argent Trust Company, Beaumont, TX Lisa O’Blanc |Senior Vice President & Trust Officer, Argent Trust Company, Beaumont, TX Creative Ways to Make a Difference We’re approaching one of the strangest weeks of the year. On...