Personal Investor
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Markets Slip to Start September as Yields Rise, Tech Lags
Stocks began the month under pressure, dragged lower by rising Treasury yields, renewed tariff uncertainty, and a flood of corporate debt issuance.
Sep 2, 2025 · 3 min
Maximizing Your Roth IRA for Wealth and Retirement
Since its introduction in the late 1990s, the Roth IRA has become a popular way for individuals to build a secure financial future.
Aug 27, 2025 · 5 min
U.S. Durable Goods Orders Drop While Consumer Confidence Slips: Economic Caution Grows
Today, Tuesday, August 26, 2025, two key economic indicators offered fresh insights into the health of the U.S. economy. The Commerce Department released new data on Durable Goods Orders for July, while the Conference Board published the latest Consumer Confidence Index for August.
Aug 26, 2025 · 3 min
Economic Reports: Philadelphia Fed Index & Leading Economic Indicators
Today, two major economic reports offer a mixed—but telling—snapshot of the U.S. economy’s current state and future direction.
Aug 21, 2025 · 2 min
Market Swings Highlight Importance of Diversification
With markets experiencing dramatic ups and downs in recent years, the importance of diversification has never been clearer for both individual and institutional investors.
Aug 20, 2025 · 2 min
Inflation Surges Again as US Trade War and Tariffs Drive Up Costs
New government data for July shows inflation is heating up again in the United States. The main culprit?
Aug 15, 2025 · 3 min
Economic Reports: PPI & Jobless Claims
As summer winds down, all eyes are on two key economic indicators: the Producer Price Index (PPI) and jobless claims.
Aug 14, 2025 · 3 min
Inflation Report 2025: How Consumers Are Coping With Higher Living Costs
2025 has been a turbulent year, with inflation continuing to affect people’s daily lives and shifting the global political and economic landscape.
Aug 14, 2025 · 4 min
Back-to-School Budgeting: Stress-Free Family Finance
Have you noticed that back-to-school shopping seems to start earlier every year here in the Memphis Midsouth?
Aug 13, 2025 · 4 min
Inflation’s Bite: Protecting Your Cash and Savings
Have you felt like your money just doesn’t go as far as it used to? If you’ve watched the price of groceries, gas, and everyday essentials climb, you’re not imagining it.
Aug 11, 2025 · 4 min
How New U.S. Tariffs Will Affect Your Wallet
The newest round of U.S. tariffs, which began in August 2025, is affecting the prices of many consumer goods.
Aug 8, 2025 · 3 min
Rethink Your Risk Tolerance: Time for an Honest Portfolio Check-Up
Lately, market ups and downs have many investors asking themselves an important question: Does my portfolio align with my personal risk tolerance?
Aug 8, 2025 · 3 min
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.
Aug 8, 2025 · 3 min
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.
Aug 8, 2025 · 4 min
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.
Aug 7, 2025 · 3 min
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.
Aug 6, 2025 · 4 min
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.
Jul 31, 2025 · 5 min
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.
Jul 29, 2025 · 3 min
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.
Jul 29, 2025 · 4 min
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.
Jul 29, 2025 · 3 min
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.
Jul 29, 2025 · 3 min
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?
Jul 27, 2025 · 4 min
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.
Jul 27, 2025 · 4 min
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?
Jul 27, 2025 · 4 min
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