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The Morning View: April 1, 2024
Announced this morning, the PCE Deflator increased 0.3% in February, slightly less than expected and was up 2.5% on an annual basis, one-tenth higher than the previous reading. The Core PCE Deflator, which excludes food and energy prices and is closely monitored by...
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Retirement Times March 2024 Newsletter
March 2024 This month's Retirement Times discusses the following: Avoiding Social Media Pitfalls in Retirement Planning The Graying of the American Workforce Helping Young Americans Save for Retirement Act Participant Corner: 7 Tips to Prepare You for Retirement...
Market Perspective- February 2024
Four Years In Context • Service activity and job growth are signaling a further expansion of GDP growth in Q1 2024 with the GDPNow model indicating an annualized 3.2% growth rate. • Since the beginning of November 2023 through February 23, 2024 the S&P 500 has...
The Morning View: February 29, 2024
In this morning’s data, the PCE Deflator increased by 0.3% in January, as expected and was up 2.4% on an annual basis. The Core PCE Deflator, which excludes food and energy prices and is closely monitored by the Federal Reserve, increased 0.4% in January, also as...
Estate Planning Advice: Why It’s Essential for Wealth Management
One of the best gifts my parents gave me was the opportunity to reach my personal and financial goals. Neither of them had a college degree, much less a graduate degree. But they worked hard, saved, and planned well, forming a foundation for me to build upon. Their...
Financial Planning for the Mass Affluent vs the High-Net-Worth Client
In the realm of financial planning, one size does not fit all. The intricacies of financial management vary greatly depending on the level of wealth and complexity of assets. From the mass affluent, with moderate yet substantial resources, to the high-net-worth (HNW)...
Ensuring Your Estate Plan is in Order: Key Steps After Execution: A Valentine’s Day Gift That Keeps On Giving Part 2
BY: Kenny Brown, Jr, MBA |President of Argent Trust Oklahoma-Tulsa, Chief Operating Officer & Quin Swiney, J.D. |Assistant Vice President / Trust Administration, Argent Trust Oklahoma Creating and executing an estate plan is a crucial step in securing the future...
The Morning View: February 13, 2024
Announced this morning, the headline Consumer Price Index (CPI) increased 0.3% in January, slightly higher than expected and grew 3.1% on an annual basis. Monthly prices for Energy Services, including Electricity, up 1.2%, and Utility (piped) Gas Service, up 2.0%,...
The Corporate Transparency Act is Coming
The Corporate Transparency Act (“CTA”) went into effect on January 1, 2024, for newly formed companies and imposes strict reporting requirements that many other companies must meet by year-end. Basically, the CTA requires that all affected companies report the...
The Morning View: February 8, 2024
Announced this morning, Initial Jobless Claims were 218,000 for the week ending February 3rd, slightly less than expected and 9,000 less than the revised figure from the previous week. In addition, Continuing Claims were 1,871,000 for the week ending January 27th,...