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Records Hold as Markets Look Through Middle East Risk
Personal Investor

Records Hold as Markets Look Through Middle East Risk

US equities eked out fresh records as investors looked past another wave of Middle East headlines and leaned into the view that the conflict may stay contained enough to avoid a deeper hit to growth, earnings, and energy flows.

Apr 16, 2026 · 3 min

Record highs as peace hopes and earnings revive risk appetite
Personal Investor

Record highs as peace hopes and earnings revive risk appetite

US stocks pushed to fresh records on Wednesday as investors leaned into the view that Middle East tensions may be moving toward de-escalation and that early earnings results are reinforcing confidence in corporate resilience.

Apr 15, 2026 · 2 min

S&P 500 Climbs Toward Record as Iran De-escalation Hopes Lift Risk Appetite
Personal Investor

S&P 500 Climbs Toward Record as Iran De-escalation Hopes Lift Risk Appetite

US stocks rallied again on Tuesday as easing fears around the Iran conflict, lower oil prices, and softer-than-expected wholesale inflation reinforced the market’s recovery tone.

Apr 15, 2026 · 2 min

FOR MEMPHIS: Good News from Memphis - Good News for Memphis - Good News for Memphis, April 14, 2026
Press Release

FOR MEMPHIS: Good News from Memphis - Good News for Memphis - Good News for Memphis, April 14, 2026

I know these emails only hit your inbox once a week, but that doesn’t mean you can only share good news on Tuesdays. Share the good news every single day. In a city like ours, something new and something that sheds light on the positives pops up daily. So share it. Share it with your friends. Share it with your family, your coworkers, your neighbors. Share it with me

Apr 14, 2026 · 2 min

Avoid These Costly Backdoor Roth IRA Mistakes Before They Trigger a Surprise Tax Bill
Personal Investor

Avoid These Costly Backdoor Roth IRA Mistakes Before They Trigger a Surprise Tax Bill

A backdoor Roth IRA is ideal for high-income clients to build tax-free retirement savings, but small mistakes—such as overlooking old IRAs, losing paperwork, or missing contributions—can trigger unexpected taxes.

Apr 14, 2026 · 6 min

Geopolitics Drives Risk Rally as Oil Volatility Persists
Personal Investor

Geopolitics Drives Risk Rally as Oil Volatility Persists

Markets staged a strong relief rally, with equities erasing year-to-date losses as investors leaned into hopes of renewed US-Iran negotiations despite escalating military tensions, including a blockade of the Strait of Hormuz.

Apr 13, 2026 · 2 min

S&P 500 Extends Streak as Ceasefire Hopes Steady Markets
Personal Investor

S&P 500 Extends Streak as Ceasefire Hopes Steady Markets

Stocks finished higher for a seventh straight session as investors looked past early weakness and focused on signs that the US-Iran ceasefire may hold, with additional support from news that Israel agreed to direct talks with Lebanon.

Apr 9, 2026 · 3 min

RETIREMENT PLANNING: The Two Paths to Tax-Free Retirement Money
Retirement

RETIREMENT PLANNING: The Two Paths to Tax-Free Retirement Money

The Two Paths to Tax-Free Retirement Money A client’s question sparked a deeper conversation about retirement strategies, income limits, and a tricky tax rule that often catches people by surprise.

Apr 9, 2026 · 10 min

Ceasefire Relief Sparks Risk Rally as Oil Plunges
Personal Investor

Ceasefire Relief Sparks Risk Rally as Oil Plunges

Markets staged a broad relief rally after a surprise US-Iran ceasefire eased fears of a prolonged energy shock, driving a sharp drop in oil prices and reigniting risk appetite.

Apr 8, 2026 · 2 min

Markets Rebound Late as Ceasefire Hopes Offset War Fears
Personal Investor

Markets Rebound Late as Ceasefire Hopes Offset War Fears

Markets staged a late-session recovery after early losses as optimism around potential diplomatic progress in the Middle East eased risk sentiment.

Apr 7, 2026 · 2 min

FOR MEMPHIS: Good News from Memphis - Good News for Memphis - Good News for Memphis, April 7, 2026
News

FOR MEMPHIS: Good News from Memphis - Good News for Memphis - Good News for Memphis, April 7, 2026

People say things about our city all the time. Sometimes they’re good and sometimes not so much. But one thing I love about Memphians is that when it’s time to stick up for our city, we do it. Memphis isn’t perfect, and we recognize that too, but the passion for the city runs deep, and it shows.

Apr 7, 2026 · 2 min

Oil Surge and Geopolitical Tensions Drive Volatile but Resilient Markets
Personal Investor

Oil Surge and Geopolitical Tensions Drive Volatile but Resilient Markets

Markets navigated a volatile session dominated by escalating geopolitical tensions between the US and Iran, pushing oil prices higher and driving intraday swings in equities.

Apr 6, 2026 · 2 min

Stocks Rebound as Oil Shock Dominates Market Narrative
Personal Investor

Stocks Rebound as Oil Shock Dominates Market Narrative

Markets staged a late-session recovery to finish marginally higher despite a sharp spike in oil prices driven by escalating Middle East tensions.

Apr 2, 2026 · 2 min

When a Global Fuel Crisis Shows Up at a Memphis Gas Pump
Personal Investor

When a Global Fuel Crisis Shows Up at a Memphis Gas Pump

On a gray Memphis morning, a driver notices regular unleaded is $3.44 a gallon—almost a dollar more than last month.

Apr 2, 2026 · 3 min

Coordinating Backdoor Roths With 401(k) Contributions
Retirement

Coordinating Backdoor Roths With 401(k) Contributions

How 401(k) participation affects IRA deductibility and why some high income savers still consider backdoor Roths alongside workplace plans.

Apr 2, 2026 · 7 min

Stocks Rally on Ceasefire Hopes as Oil Pulls Back
Personal Investor

Stocks Rally on Ceasefire Hopes as Oil Pulls Back

Stocks extended their rebound for a second straight session as optimism around a potential de-escalation in the Middle East lifted risk appetite, while oil prices declined and the dollar weakened.

Apr 1, 2026 · 2 min

FOR MEMPHIS: Good News from Memphis - Good News for Memphis - Good News for Memphis, March 31, 2026
News

FOR MEMPHIS: Good News from Memphis - Good News for Memphis - Good News for Memphis, March 31, 2026

Each week, I get more and more excited FOR MEMPHIS. Why? Because y’all keep sharing the good news of Memphis.

Mar 31, 2026 · 2 min

Stocks Rally on Ceasefire Hopes as Oil Pulls Back
Personal Investor

Stocks Rally on Ceasefire Hopes as Oil Pulls Back

Markets staged a sharp relief rally to close out a volatile quarter, driven by optimism that the US-Iran conflict may de-escalate.

Mar 31, 2026 · 2 min

Oil Shock Meets Fed Calm as Markets Stabilize
Personal Investor

Oil Shock Meets Fed Calm as Markets Stabilize

Markets remained under pressure but showed signs of stabilization as investors balanced geopolitical risks with a more measured Federal Reserve outlook.

Mar 30, 2026 · 2 min

Risk-Off Slide Continues as Geopolitics Rattle Markets
Personal Investor

Risk-Off Slide Continues as Geopolitics Rattle Markets

Markets sold off sharply to close the week, with equities extending their longest losing streak in years as escalating conflict involving Iran pushed oil prices higher and reignited inflation concerns.

Mar 27, 2026 · 2 min

Ceasefire Doubts Drives Oil Spike and Deepens Selloff
Personal Investor

Ceasefire Doubts Drives Oil Spike and Deepens Selloff

Markets extended their March volatility as escalating doubts over a US-Iran ceasefire pushed oil sharply higher and weighed broadly on risk assets.

Mar 26, 2026 · 2 min

Fuel, Fear, and the Family Budget: How a Distant War Is Hitting Memphis Wallets—and What You Can Do About It
Personal Investor

Fuel, Fear, and the Family Budget: How a Distant War Is Hitting Memphis Wallets—and What You Can Do About It

Geopolitics isn’t just headline news or something for Wall Street traders to worry about anymore.

Mar 26, 2026 · 11 min

Mortgage Rates Hit 6.43%: What Higher Borrowing Costs Mean for Memphis Buyers and Investors.
Personal Investor

Mortgage Rates Hit 6.43%: What Higher Borrowing Costs Mean for Memphis Buyers and Investors.

US mortgage rates have climbed to a five-month high of 6.43% for the typical 30-year fixed loan.

Mar 25, 2026 · 5 min

Markets Climb as Ceasefire Hopes Offset Ongoing Conflict Uncertainty
Personal Investor

Markets Climb as Ceasefire Hopes Offset Ongoing Conflict Uncertainty

Markets pushed higher in a volatile session as investors balanced optimism around potential US-Iran ceasefire talks against continued signs of escalation.

Mar 25, 2026 · 2 min

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