Tech Rotation Knocks Nasdaq as Broader Market Holds Up
Stocks finished mixed Tuesday as investors rotated out of high-flying technology and semiconductor shares and into broader areas of the market tied to improving growth prospects.
Jun 9, 2026 · 2 min
AI Rebound Helps Stocks Regain Footing After Sharp Selloff
Wall Street recovered from Friday’s steep decline as dip buyers returned to the AI trade, led by a sharp rebound in semiconductor shares.
Jun 8, 2026 · 2 min
AI Selloff Ends Wall Street’s Winning Streak
Stocks sold off sharply Friday as a hotter-than-expected May jobs report pushed Treasury yields higher and forced investors to reassess the Fed path, with markets increasingly pricing in the possibility of a rate hike rather than cuts.
Jun 5, 2026 · 2 min
How Age and Retirement Proximity Affect Bond Allocation Decisions
As retirement nears, 401(k) participants must prioritize bond allocation decisions. Early in a career, growth may take precedence, but as retirement approaches, it is essential to focus on volatility, income needs, liquidity, and the risk of needing to sell investments during market declines.
Jun 5, 2026 · 7 min
Balancing Growth and Stability Between Stock and Bond Funds
For most people planning for retirement, deciding how much to invest in stock funds versus bond funds is a key part of long-term investing.
Jun 4, 2026 · 8 min
Oil Spike and Fed Worries Break Stock Rally
Stocks pulled back Wednesday as escalating US-Iran tensions pushed oil higher, lifted Treasury yields, and revived concerns that energy-driven inflation could force the Fed to stay hawkish. The S&P 500 ended a nine-day winning streak, while weakness in software and large-cap tech weighed on broader risk sentiment.
Jun 3, 2026 · 2 min
AI Trade Extends Record Run as Geopolitical Hopes Support Risk Appetite
U.S. stocks pushed to fresh records Tuesday as renewed enthusiasm around artificial intelligence continued to outweigh concerns about elevated energy prices, geopolitical risk, and inflation.
Jun 2, 2026 · 2 min
Coordinating 401(k) Withdrawals With Social Security and Pensions
Retirement income usually comes from more than one source. Most retirees receive Social Security, some have pensions, and many rely on 401(k)s, IRAs, taxable investments, or cash savings. The challenge is to bring all these sources together, so you have a clearer, more personal view of your monthly income, taxes, flexibility, and financial risks.
Jun 2, 2026 · 10 min
FOR MEMPHIS: Good News From Memphis - Good News For Memphis June 2, 2026
Yesterday was the first day of a new month. A new month brings new opportunities for good news.
Jun 2, 2026 · 2 min
Records Extend as AI Strength Offsets Oil Shock
US stocks climbed to fresh records Monday as Nvidia-led AI enthusiasm and hopes for de-escalation in the Middle East outweighed a sharp rise in oil prices.
Jun 1, 2026 · 2 min
Turning 401(k) Balances Into Monthly Income Streams
For many people, building up a 401(k) happens gradually, paycheck by paycheck. But once you retire, the real question shifts: how do you turn all those years of savings into a steady monthly income you can count on, while also staying on top of taxes, market ups and downs, living longer than expected, inflation, and the curveballs life can throw?
Jun 1, 2026 · 11 min
Stocks Extend Historic Rally as Peace Hopes and AI Momentum Lift Risk Appetite
U.S. stocks finished higher, with the S&P 500 extending its weekly winning streak to nine as investors leaned into hopes for a U.S.-Iran ceasefire extension and continued strength in the AI trade.
May 29, 2026 · 2 min
Considering Behavioral Factors in Debt vs. Saving Decisions
Financial decisions are more than calculations. The decision to use extra cash for debt, emergency savings, or retirement involves factors like interest rates, returns, and math—but a sharper reality is that math alone is not the full answer.
May 29, 2026 · 7 min
Understanding the Role of Diversification in Riding Out Market Cycles
Market cycles challenge even patient long-term investors. When a market segment rises or falls sharply, it’s easy to focus on a single stock, sector, or asset class. Diversification helps you avoid depending too much on one area, though it doesn’t guarantee against losses.
May 29, 2026 · 5 min
Stocks Climb to Records as Truce Hopes Ease Oil Shock
U.S. stocks pushed to fresh all-time highs as reports of a tentative U.S.-Iran ceasefire extension helped ease fears of deeper energy-supply disruption, sending Treasury yields lower and taking some pressure off oil.
May 28, 2026 · 2 min
How Time Horizon Influences 401(k) Investment Choices
Time horizon shapes your 401(k) investment decisions. It gauges how much volatility you can handle, the growth you need, and when you’ll access your retirement savings.
May 28, 2026 · 6 min
Stocks Stall as Iran Deal Signals Whipsaw Oil and Risk Appetite
Stocks ended mixed and largely flat Wednesday as traders weighed conflicting signals on U.S.-Iran negotiations and the potential reopening of normal shipping through the Strait of Hormuz.
May 27, 2026 · 2 min
When a Large Market Move Might Trigger a Rebalancing Review
Big market swings might make retirement investors want to act fast. But with a 401(k), the key question isn’t what the market will do next—it’s whether your portfolio has drifted from your target mix and needs review. Rebalancing keeps your investments aligned with your goals; it’s not about predicting the market.
May 27, 2026 · 5 min
FOR MEMPHIS: Good News From Memphis - Good News For Memphis May 26, 2026
I hope you each had a nice, long weekend. Just because many of us got the chance to rest and relax this past weekend doesn’t mean the good news had to take a break too.
May 26, 2026 · 2 min
Stocks Climb as Iran Peace Hopes Lift Risk Appetite
Stocks started the holiday-shortened week on firmer footing, with the S&P 500 reaching a record high as investors leaned into hopes that US-Iran peace talks could prevent a broader energy shock.
May 26, 2026 · 3 min
Working With an Advisor on 401(k) Rebalancing as Part of a Larger Plan
On the surface, rebalancing a 401(k) might seem straightforward: check your current mix of funds against your target allocation, and make changes if things have drifted. But in reality, your 401(k) is just one piece of your financial puzzle.
May 26, 2026 · 11 min
Behavioral Hurdles That Can Delay Necessary Rebalancing
Rebalancing looks simple: set a target mix, monitor your portfolio, and correct when it drifts. Emotionally, rebalancing is difficult, especially when selling top-performing investments.
May 26, 2026 · 8 min
Stocks Edge Higher as Oil Retreats on Deal Hopes
Stocks finished higher in a choppy session as hopes for a US-Iran diplomatic breakthrough eased fears of prolonged energy disruption.
May 21, 2026 · 2 min
Stocks Rebound as Oil Slides on US-Iran Deal Hopes
Stocks rallied Wednesday as hopes for progress toward a US-Iran deal pushed oil prices sharply lower and eased inflation fears that had pressured markets in recent sessions.
May 20, 2026 · 2 min
Don't navigate this alone.
Every article we write is based on real conversations with Memphis families. Let's have one with you.