Personal Investor

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Understanding the July Economic Calendar: What Memphis and Mid-South Investors Need to Know
Personal Investor

Understanding the July Economic Calendar: What Memphis and Mid-South Investors Need to Know

As we move through July 2025, investors in Memphis and the Mid-South need to understand how the economic calendar can shape local opportunities and risks.

4 min
How Tariffs & Policy Changes Affect Your Portfolio
Personal Investor

How Tariffs & Policy Changes Affect Your Portfolio

As we move through 2025, Americans everywhere—and especially right here in Memphis and the Mid-South—are feeling the ripple effects of new tariffs and shifting government policies.

4 min
Mid-Year Investment Review 2025: Are You on Track?
Personal Investor

Mid-Year Investment Review 2025: Are You on Track?

As we reach the midpoint of 2025, investors across the nation are reflecting on a year marked by volatility, shifting policy, and evolving opportunities.

4 min
Market Outlook: Key Trends to Watch in the Third Quarter of 2025—with a Focus on Memphis and the Mid-South
Personal Investor

Market Outlook: Key Trends to Watch in the Third Quarter of 2025—with a Focus on Memphis and the Mid-South

As the third quarter of 2025 begins, the national conversation about the economy is dominated by themes such as persistent inflation, shifting Federal Reserve policies, and the impact of tariffs.

5 min
Mid-Year Tax Planning: Strategies to Help Lower Your 2025 Tax Bill
Personal Investor

Mid-Year Tax Planning: Strategies to Help Lower Your 2025 Tax Bill

With 2025 halfway over, now is the ideal time to review your finances and make proactive moves to reduce your tax bill before year-end.

4 min
Half-Year Market Review 2025: Where We Stand—And What It Means for Memphis and the Mid-South
Personal Investor

Half-Year Market Review 2025: Where We Stand—And What It Means for Memphis and the Mid-South

We’re halfway through 2025, and what a ride it’s been in the markets. Let’s break down what’s happened so far, what’s driving it, and then zero in on what it all means for us here in Memphis and the broader Mid-South.

4 min
Estate Planning Mistakes to Avoid: A Friendly Guide
Personal Investor

Estate Planning Mistakes to Avoid: A Friendly Guide

Estate planning might sound intimidating, but it’s one of the best gifts you can give your loved ones.

4 min
Geopolitical Flashpoints Shake Oil Markets
Personal Investor

Geopolitical Flashpoints Shake Oil Markets

Iran's missile strike targeting the U.S. Al Udeid Air Base in Qatar on June 23, 2025, was intercepted without damage and initially rattled global energy traders.

2 min
Navigating Market Corrections: Staying the Course
Personal Investor

Navigating Market Corrections: Staying the Course

Market corrections can be unsettling, but they’re a natural part of the investment journey.

4 min
The Pulse: Global Economic and Market News for Tuesday, June 17, 2025
Personal Investor

The Pulse: Global Economic and Market News for Tuesday, June 17, 2025

On June 17, 2025, global markets turned volatile as renewed geopolitical tensions in the Middle East, notably between Israel and Iran, rattled investor sentiment. The day was marked by a sharp reversal in risk appetite, surging oil prices, and fresh concerns over the economic outlook as new data pointed to a softening U.S. economy. Central banks and policymakers remained in focus, with the Federal Reserve set to announce its rate decision tomorrow.

3 min
The Midday Market Roundup for Tuesday, June 17, 2025
Personal Investor

The Midday Market Roundup for Tuesday, June 17, 2025

Escalating Middle East hostilities between Israel and Iran are significantly impacting the markets.

3 min
The Pulse: Global Economic and Market News for Monday, June 16, 2025
Personal Investor

The Pulse: Global Economic and Market News for Monday, June 16, 2025

Global markets rebounded on June 16, 2025, as investors responded to easing oil prices and signs that geopolitical tensions in the Middle East were stabilizing. Major central banks and global institutions released new forecasts while investors prepared for a pivotal week of economic data and policy meetings.

3 min