Key Questions for Your Portfolio Review
Let’s talk about keeping our financial future on track. Whether you're new to investing or have been at it for years, regularly checking in on your portfolio is an important way to stay engaged with your financial plan.
Baker Hughes Oil Rig Count—Why It Matters
In the world of energy economics, few numbers get as much buzz as the Baker Hughes oil rig count.
Tracking the Trends: Jobless Claims and Wholesale Inventories—What They Mean for Memphis and the Mid-South
Let’s take a closer look at two key economic indicators that are making headlines: jobless claims and wholesale inventories.
Let’s talk about the new 2025 tax brackets.
Let’s discuss the new 2025 tax brackets—and how understanding them may put money back in your pocket.
Key Takeaways from July’s Market Events (2025)
July 2025 brought plenty of action to global financial markets. Major U.S. stock indices hit new records, trade policies shifted, and geopolitical tensions ran high. Here’s a rundown of what happened and why it matters, with insights from a range of sources.
Navigating Market Volatility in Late Summer: Strategies for Calm Seas
As we move into late summer 2025, the markets are likely to feel a bit more turbulent than usual. Trading volumes tend to lighten up this time of year, while global trade tensions, changing views on interest rates, and ongoing geopolitical uncertainty all add to the sense of unpredictability.
Planning for Year-End: Financial Strategies to Take Now
As summer winds down and the holidays come into view, it’s a great moment to pause, reflect, and take some practical steps to wrap up 2025 on a high note. A little attention now can help you feel more in control—and less stressed—about your finances as the year ends.
Wealth Transfer—How Families Can Prepare the Next Generation
There’s a huge financial story quietly taking shape: “The Great Wealth Transfer.” In the next twenty years, more than $100 trillion will move from Baby Boomers and older generations to their children and grandchildren.
The Impact of Global Markets on U.S. Investors in 2025
In 2025, the interconnectedness of global markets is more apparent than ever for American investors.
FOMC Meeting: What Investors Need to Know
With Wall Street pros and everyday investors alike watching this week’s FOMC meeting, the big question on everyone’s mind is: What’s next for US monetary policy, and how will it impact your wallet?
Economic Outlook for the Rest of 2025: What’s Ahead for Investors and Households?
As we enter the second half of 2025, the economic outlook remains uncertain, with some bright spots. Let’s review what analysts and forecasters see in the data, and what it could mean for your wallet, investments, and job.
Rebalancing Your Portfolio After Q2, 2025: What Investors Need to Know
After a rollercoaster second quarter, many investors are asking themselves: Is now the right time to rebalance my portfolio?