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Stocks Extend Weekly Rally as Tech Strength and Iran Diplomacy Lift Sentiment
Retirement

Stocks Extend Weekly Rally as Tech Strength and Iran Diplomacy Lift Sentiment

Stocks finished the week on a strong note, with the S&P 500 and Nasdaq reaching fresh records and logging a fifth straight weekly gain as investors looked past geopolitical risks and focused on resilient earnings, improving economic data, and hopes for a durable Iran ceasefire. Technology led the advance after Apple’s upbeat outlook, while oil prices fell on signs of renewed diplomacy and Treasury yields were little changed.

May 1, 2026 · 2 min

What 401(k) Investors Can Learn From Long-Term Market History
Retirement

What 401(k) Investors Can Learn From Long-Term Market History

For many Americans, a 401(k) plan is the foundation of their retirement savings. But when markets get rocky, it’s easy to lose perspective. Sudden drops, dramatic news stories, and economic uncertainty can make people feel anxious and tempted to make quick decisions based on emotion instead of a long-term plan.

May 1, 2026 · 6 min

Stocks Close April at Records as Growth and Earnings Offset Inflation Worries
Personal Investor

Stocks Close April at Records as Growth and Earnings Offset Inflation Worries

Stocks rallied to record highs to close out April, capping the strongest month for major indexes in years as investors focused on resilient economic growth, solid corporate earnings, and continued AI-driven investment.

Apr 30, 2026 · 2 min

Working With a Tax Professional on Future 401(k) Strategy
Retirement

Working With a Tax Professional on Future 401(k) Strategy

For many people, a 401(k) is one of the biggest investments they’ll ever have. But too often, choices about how much to contribute, when to make Roth conversions, or how to withdraw money in retirement are made without considering how taxes will affect them.

Apr 30, 2026 · 6 min

Hormuz Blockade Hits Home: Memphis Faces Rising Costs
Retirement

Hormuz Blockade Hits Home: Memphis Faces Rising Costs

Eight weeks into the U.S.-Iran conflict, the financial consequences are impossible to ignore. According to a U.S. official, the war has already cost Americans about $25 billion—and it’s still sending reverberations through global energy markets.

Apr 30, 2026 · 4 min

Fed Split and Oil Shock Keep Markets on Edge
Personal Investor

Fed Split and Oil Shock Keep Markets on Edge

Markets were mixed as investors digested a more divided Federal Reserve, rising Treasury yields, and escalating Middle East risks that pushed oil sharply higher.

Apr 29, 2026 · 2 min

Reviewing 401(k) Beneficiary and Withholding Elections After Filing
Retirement

Reviewing 401(k) Beneficiary and Withholding Elections After Filing

For many people, filing a tax return feels like crossing the finish line. Once the return is sent off and the refund or payment is handled, most of us set taxes aside until next year.

Apr 29, 2026 · 8 min

How Your Tax Bracket Can Guide 401(k) Contributions
Retirement

How Your Tax Bracket Can Guide 401(k) Contributions

Deciding between pre-tax and Roth 401(k) contributions isn’t just about retirement—it’s also about your tax bracket.

Apr 29, 2026 · 6 min

Using Installment Plans While Continuing Minimum 401(k) Savings
Retirement

Using Installment Plans While Continuing Minimum 401(k) Savings

Owing taxes can be stressful. When you have a federal or state tax bill due, it’s natural to want to free up cash fast. Many people consider stopping their retirement contributions until the tax is paid off.

Apr 29, 2026 · 9 min

Setting Up an Annual “Refund Action Plan” in Advance
Retirement

Setting Up an Annual “Refund Action Plan” in Advance

A tax refund can feel like a bonus, but it’s really just money you paid in taxes that you didn’t need to. Since it’s your own money coming back to you, it’s worth thinking carefully about how you use it.

Apr 29, 2026 · 7 min

FOR MEMPHIS: Good News from Memphis - Good News for Memphis - Good News for Memphis, April 28, 2026
News

FOR MEMPHIS: Good News from Memphis - Good News for Memphis - Good News for Memphis, April 28, 2026

There’s been lots of good news over the past few weeks, and it’s all exciting. Positive stories about our people and our places. News about what makes Memphis, Memphis.On that note, early voting ends this week, April 30. Your vote is part of the positive Memphis story.

Apr 28, 2026 · 2 min

AI Concerns Knock Tech Lower as Oil Adds Inflation Pressure
Personal Investor

AI Concerns Knock Tech Lower as Oil Adds Inflation Pressure

Stocks ended lower Tuesday as renewed concerns over AI monetization and infrastructure spending weighed on technology shares ahead of a heavy slate of megacap earnings.

Apr 28, 2026 · 2 min

Stocks Hold Records as Tech Earnings and Fed Decision Loom
Personal Investor

Stocks Hold Records as Tech Earnings and Fed Decision Loom

Stocks started the week quietly but constructively, with the S&P 500 and Nasdaq edging to fresh intraday and closing highs as investors looked ahead to a packed stretch of megacap tech earnings and central bank decisions.

Apr 27, 2026 · 2 min

Using a Tax Bill as a Prompt to Revisit Withholding and 401(k) Choices
Retirement

Using a Tax Bill as a Prompt to Revisit Withholding and 401(k) Choices

Getting hit with a bigger tax bill than you expected can be frustrating, but it can also be a helpful wake-up call. Instead of seeing it as just a setback, use it as a reason to check whether your tax payments and retirement contributions still match your current goals.

Apr 27, 2026 · 5 min

The Refund and the System: Making a 401(k) Contribution in Memphis
Retirement

The Refund and the System: Making a 401(k) Contribution in Memphis

In the city of Memphis, as in every city across America, the arrival of spring brings with it a customary ritual. For some, it is the azalea blooming in Overton Park, for others, the slow return of heat to the banks of the Mississippi, and for many, it is the arrival of the tax refund—a sum that, for a moment, seems to represent possibility itself.

Apr 27, 2026 · 5 min

Record Highs as Tech Strength and US-Iran Talk Hopes Lift Markets
Personal Investor

Record Highs as Tech Strength and US-Iran Talk Hopes Lift Markets

Stocks finished mostly higher Friday, with the S&P 500 and Nasdaq extending their weekly winning streaks and setting fresh records as optimism around potential US-Iran talks helped ease oil-price concerns.

Apr 24, 2026 · 2 min

Oil Shock Halts Record Run
Personal Investor

Oil Shock Halts Record Run

Stocks lost ground Thursday after another sharp move higher in oil prices unsettled investors and interrupted the recent rally.

Apr 23, 2026 · 2 min

Record Highs Return as Markets Look Past Iran Risk
Personal Investor

Record Highs Return as Markets Look Past Iran Risk

U.S. stocks rebounded sharply on Wednesday, with the S&P 500 and Nasdaq Composite closing at fresh records as investors welcomed President Trump’s decision to extend the ceasefire with Iran and leaned back into risk assets after two days of caution.

Apr 22, 2026 · 2 min

FOR MEMPHIS: Good News from Memphis - Good News for Memphis - Good News for Memphis, April 21, 2026
News

FOR MEMPHIS: Good News from Memphis - Good News for Memphis - Good News for Memphis, April 21, 2026

Good news, everyone! There’s more good news to share FOR MEMPHIS. Have you been sharing the good news? Thank you to those of you who have been sharing the good news.

Apr 21, 2026 · 2 min

Oil, Rates, and Fed Uncertainty Pull Stocks Off Highs
Personal Investor

Oil, Rates, and Fed Uncertainty Pull Stocks Off Highs

US stocks faded into the close after an early rally, as renewed concern over stalled US-Iran diplomacy pushed oil sharply higher and revived worries about inflation, consumer pressure, and tighter financial conditions.

Apr 21, 2026 · 2 min

Using HSAs to Prepare for Health Costs in Retirement
Retirement

Using HSAs to Prepare for Health Costs in Retirement

Treating your Health Savings Account like a long-term investment vehicle is one of the most underutilized yet powerful strategies to manage rising health costs in retirement.

Apr 21, 2026 · 5 min

Oil Surge Breaks the Risk Rally
Personal Investor

Oil Surge Breaks the Risk Rally

Markets lost some momentum Monday as a fresh escalation in US-Iran tensions pushed oil sharply higher and pulled equities modestly off record levels.

Apr 20, 2026 · 2 min

Where HSAs Fit Alongside 401(k)s in a Savings Priority List.
Savings

Where HSAs Fit Alongside 401(k)s in a Savings Priority List.

Most people don’t need to choose between an HSA and a 401(k). The real question is which account to fund first, depending on your workplace benefits, taxes, cash flow, and expected health care costs.

Apr 20, 2026 · 8 min

Risk Rally Builds as Hormuz Reopens and Oil Breaks Lower
Personal Investor

Risk Rally Builds as Hormuz Reopens and Oil Breaks Lower

Markets extended April’s surge as easing Middle East supply fears reinforced an already strong risk-on backdrop driven by AI enthusiasm, resilient earnings, and expectations for additional Fed easing later this year.

Apr 17, 2026 · 2 min

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