The Power of Personalization in Financial Advice
In today’s fast-paced world, financial advice is abundant, but not all of it is created equal.
Jul 9, 2025 · 4 min
Wealth Management Trends for 2025: Memphis and the Mid-South Perspective
As we explore the national trends shaping wealth management in 2025, it’s crucial to understand how these trends manifest in our unique region of Memphis and the Mid-South.
Jul 8, 2025 · 4 min
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.
Jul 8, 2025 · 4 min
Parker McCollum Set to Shine at Live at the Garden
Memphis is gearing up for an unforgettable night of country music as Parker McCollum, one of the genre’s brightest rising stars, takes the stage at the Radians Amphitheater for the 2025 Live at the Garden concert series.
Jul 8, 2025 · 3 min
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.
Jul 7, 2025 · 4 min
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.
Jul 7, 2025 · 4 min
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.
Jul 1, 2025 · 5 min
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.
Jul 1, 2025 · 4 min
Financial Freedom Day: Steps to Help Achieve Financial Independence
July 1st marks National Financial Freedom Day—a perfect opportunity to take stock of your finances and set a course for independence
Jul 1, 2025 · 4 min
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.
Jun 30, 2025 · 4 min
The Psychology of Investing: Avoiding Emotional Decisions
Investing is not just a numbers game—it’s a psychological one, too. While sound analysis and financial planning are essential, emotions often play a decisive role in shaping investment decisions.
Jun 27, 2025 · 3 min
Family Governance: Keeping Wealth Across Generations in Memphis and the Mid-South
Let’s talk about something close to home for so many Memphis and Mid-South families: how do you make sure your hard-earned wealth lasts—not just for your kids, but for generations?
Jun 25, 2025 · 3 min
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.
Jun 24, 2025 · 4 min
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.
Jun 23, 2025 · 2 min
Navigating Market Corrections: Staying the Course
Market corrections can be unsettling, but they’re a natural part of the investment journey.
Jun 23, 2025 · 4 min
Fed Holds Interest Rates Steady Amid Uncertainty: What It Means for the Economy, Businesses, and Consumers
On June 18, 2025, the Fed’s leading policy group, the Federal Open Market Committee (FOMC), decided to maintain its key interest rate—the federal funds rate—at a range of 4.25% to 4.5%.
Jun 19, 2025 · 4 min
The Power of Compounding: Start Early, Benefit More
Let's demystify compounding—a concept often hailed as the 'eighth wonder of the world' by investors.
Jun 18, 2025 · 4 min
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.
Jun 17, 2025 · 3 min
Succession Planning for Small Businesses in the Mid-South: Ensuring a Smooth Transition
Succession planning is crucial for small business owners in the Mid-South, including those in Tennessee, Mississippi, and Arkansas, who want to secure the future of their companies, protect their legacy, and provide stability for employees and clients.
Jun 17, 2025 · 4 min
Navigating Life Transitions: Marriage, Kids, and Retirement
Jun 17, 2025 · 4 min
The Midday Market Roundup for Tuesday, June 17, 2025
Escalating Middle East hostilities between Israel and Iran are significantly impacting the markets.
Jun 17, 2025 · 3 min
Do you have your tickets? It's going to be sweet! Don't miss out.
Jun 16, 2025 · 1 min
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.
Jun 16, 2025 · 3 min
How Major Asset Classes Have Performed Since 2020
Over the past five years, global markets have experienced dramatic shifts, shaped by the pandemic, evolving monetary policies, and geopolitical tensions.
Jun 16, 2025 · 3 min
Don't navigate this alone.
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