Industry Insights

Unlocking the Long-Term Power of Health Savings Accounts (HSAs)When planning for long-term financial security, most people naturally think of...

How to Support Causes You Care About (and Your Financial Plan)For many individuals and families, giving back to local charities, schools, and...

Shifting Family Finances from Summer Fun to Autumn RoutinesAs late summer turns to fall, routines naturally shift. Sunshine-filled days of travel,...

What a Quarter-Millennium of History Teaches Us About Financial FreedomThis July 4th, our nation marks a monumental milestone: America’s 250th...

Financial Literacy Around the Dinner Table: How to Talk to Your Kids About MoneyBetween baseball practice, school events, and the beautiful chaos of...

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...

Argent is Expanding its Monroe TeamArgent Investing Services, a wholly owned subsidiary of Argent Financial Group, announced today that Lyle Miller...

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...

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...

ICYMI - our CEO Kyle McDonald rang the NYSE Opening Bell this morning to celebrate our new Royalty Trust division.   While we remain a...

In December Congress passed the new Secure Act 2.0.Several provisions dealing with retirement plans were part of the Act, but the most significant...