by Megan Williams | Jan 7, 2026 | Insights
Listed are a few items you and your tax preparer may want to discuss. Dear Clients and Friends: 2026 Tax and Investment Changes Several new tax and investment changes will be effective in 2026. Listed below are a few items you and your tax preparer may want to...
by Megan Williams | Sep 9, 2025 | Insights
Argent is Expanding its Monroe Team Argent Investing Services, a wholly owned subsidiary of Argent Financial Group, announced today that Lyle Miller has joined the firm as a financial advisor in its Monroe office. Miller brings more than a decade of experience in...
by Megan Williams | Nov 21, 2024 | Insights
What effect this election will have on taxes, the economy and the markets remain to be seen, but here are some thoughts. Donald Trump has been elected President, winning both the Electoral College and the popular vote. What effect this will have on taxes, the economy...
by Megan Williams | Dec 9, 2023 | Insights
From the desk of Dean S. Mailhes, CFA & Justin Mailhes, CFP One of the major provisions of the 2019 SECURE Act dealt with changes to distribution rules for Inherited IRAs, not left to a spouse. Before the SECURE Act, non-spouse beneficiaries had to take...
by Megan Williams | Feb 24, 2023 | Insights
ICYMI – our CEO Kyle McDonald rang the NYSE Opening Bell this morning to celebrate our new Royalty Trust division. While we remain a privately held company, Argent recently assumed trustee responsibilities for numerous publicly traded royalty trusts,...
