Personal Investor

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The Costs of Eating Out
Personal Investor

The Costs of Eating Out

In 2019, during the COVID-19 pandemic, I primarily stayed at home to avoid sickness. As a result, I was consuming less food because I just ate what was already in the refrigerator rather than going out to lunch. That year, my doctor said that I was one of her few patients who lost weight during the pandemic. Fast forward to 2022, when I resumed work and started going out for lunch again. Two weeks after returning to the office, my doctor told me that I had gained 8 pounds--in two weeks! Not only did weight gain reoccur, but I was spending $400 on lunch a month! And every time I went to my favorite diner, I would see signs that read, “If you really liked us, you would eat more.” Obviously, I complied!

7 min
Inflation Dominates Americans' Economic Concerns in March
Personal Investor

Inflation Dominates Americans' Economic Concerns in March

STORY HIGHLIGHTS 17% name inflation as nation's most important problem; 4% cite gas prices Mentions of the coronavirus as top problem are lowest of the pandemic Six in 10 worry a great deal about inflation, leading most other issues

5 min
Tennessee is one of three states being hit hardest by elevated gas prices. Why and what can you do to save money on gas?
Personal Investor

Tennessee is one of three states being hit hardest by elevated gas prices. Why and what can you do to save money on gas?

I usually drive my car in sports mode but have switched to comfort mode to save gas. I don’t know about you, but the expense to fill up my car with premium gasoline has skyrocketed. Yesterday at my neighborhood Shell Station I paid approximately $100 to fill up. It made me wonder what other people around the country were paying, and I came across a study published by SmartAsset. The article is titled “Where High Gas Prices Will Most Affect Residents – 2022 Study.”

4 min
The Potential Tax Benefits of Donating Stock
Personal Investor

The Potential Tax Benefits of Donating Stock

With your taxes on the horizon, you may be wondering what you can do to help make things easier. As it turns out, donating stock to a qualified charity provides some tax benefits!

3 min
But what if it really is the start of a bear market?
Personal Investor

But what if it really is the start of a bear market?

No bull market runs forever. While they can be scary, bear markets can be expected to occur periodically throughout every investor’s lifetime.

4 min
Do corrections mark the start of a bear market?
Personal Investor

Do corrections mark the start of a bear market?

Nobody can predict with any degree of certainty whether a correction will reverse or turn into a bear market (that is, periods when the market is down by 20% or more).

1 min
Market returns tend to be muted until late in midterm years
Personal Investor

Market returns tend to be muted until late in midterm years

Understanding how markets work over long periods can give you more peace of mind about your financial future. We understand your concerns and are here to answer them. Call us today to discuss your future. This is just one example of how understanding the markets during midterm elections usually works. 901-435-4250

1 min
A peek at investing in a Trump or Biden economy
Personal Investor

A peek at investing in a Trump or Biden economy

As November 3rd is fast approaching, we seem to be fielding more and more questions about how the presidential election will impact personal investments.

3 min
Accelerate your investment account’s growth with automatic recurring contributions
Personal Investor

Accelerate your investment account’s growth with automatic recurring contributions

An obvious but under-utilized tool that can quickly accelerate an investment account's growth is a commitment to automatic recurring contributions.

2 min
Cash: Trash or King?
Personal Investor

Cash: Trash or King?

Undoubtedly, you are familiar with the adage “cash is king.” It is a well-known expression sometimes used in analyzing businesses or investment portfolios.

3 min
Importance of Consulting a Financial Advisor for the Baby Boomer Generation
Personal Investor

Importance of Consulting a Financial Advisor for the Baby Boomer Generation

Is your financial plan on track? Are you diversified to weather the storm when the markets react negatively?

2 min
Personal Investor

We're here for you as always

The last few weeks have been difficult. The exogenous shock of COVID-19 has created an atmosphere of confusion and panic across the globe.

3 min