Stocks Rebound on Ceasefire Hopes as Oil Pulls Back
Wall Street rebounded Monday after a volatile session as hopes the Iran conflict may be nearing an end drove a late-day risk-on shift, lifting equities and bonds while pulling oil sharply lower.
Mar 9, 2026 · 2 min
Spotting Tax Inefficient Funds in Your Taxable Account
When investing in a taxable account, what matters is what you keep after taxes.
Mar 9, 2026 · 5 min
“Finding Dividends, Interest, and Gains on Your Forms”
If you’ve ever felt blindsided by tax forms showing up in your mailbox, you’re not alone. Investment income is easy to overlook—until it’s time to plug numbers into your tax software.
Mar 6, 2026 · 7 min
Oil Spike and Weak Jobs Jolt Markets
Risk sentiment deteriorated Friday as a surprise decline in U.S. payrolls collided with a sharp oil rally tied to escalating Middle East tensions, reviving stagflation concerns and sending equities lower.
Mar 6, 2026 · 2 min
Geopolitics Drive Oil Higher as Stocks and Bonds Slide
Stocks and bonds fell together Thursday as escalating Middle East tensions pushed oil sharply higher and revived inflation concerns, pressuring rates-sensitive assets.
Mar 5, 2026 · 2 min
What Your Investment Income Is Telling You About Your Tax Strategy
Your investment income isn’t just a number on your tax return—it’s a window into how tax-efficient your portfolio really is.
Mar 5, 2026 · 6 min
Your 1040, Line by Line: The Four Income Numbers That Matter Most
Think of your Form 1040 as more than just a tax form—it's a snapshot of your financial year. With a quick scan line by line, you can see where your income comes from, how much tax you're paying, and spot opportunities for next year.
Mar 5, 2026 · 7 min
Your 2025 Tax Return: The Hidden Playbook for Smarter 2026 Money Decisions
Your 2025 tax return is more than a form to file and forget. It provides a clear record of your financial activity and serves as a guide for better decisions in 2026.
Mar 4, 2026 · 6 min
Stocks Rise as Strong Services Data Offsets Geopolitical Tensions
U.S. equities rebounded Wednesday as stronger-than-expected services data and easing inflation pressures reinforced the narrative of economic resilience, helping markets look past ongoing geopolitical tensions in the Middle East.
Mar 4, 2026 · 2 min
Strait of Hormuz on Fire: How Iran’s War Is Driving Up Energy Costs in Memphis and Across America
The Strait of Hormuz is the world’s most important oil chokepoint. In the current war with Iran, it has become a frontline battlefield.
Mar 4, 2026 · 10 min
Stocks Trim Losses as Oil Spike Eases on Shipping Assurances
Equities and bonds sold off sharply as Middle East tensions escalated, but losses moderated after President Trump said the US would escort tankers through the Strait of Hormuz, easing fears of a prolonged supply shock.
Mar 3, 2026 · 2 min
Oil Shock Lifts Yields as Markets Weigh Contained Conflict Risk
Oil prices surged on escalating Middle East tensions and reports of disruptions near the Strait of Hormuz, reigniting inflation concerns and pushing Treasury yields sharply higher.
Mar 2, 2026 · 2 min
Why Your Workplace Plan Powers Your Retirement
Think of your workplace retirement plan as the heart of your financial future—not just an add-on.
Feb 27, 2026 · 4 min
Risk-Off Mood Deepens as Credit Fears and Geopolitics Weigh on Stocks
Stocks closed lower Friday, capping a volatile and mostly negative February as investors grappled with hotter-than-expected wholesale inflation, rising geopolitical tensions in the Middle East, and renewed anxiety around private credit and AI-driven disruption.
Feb 27, 2026 · 2 min
Coordinating Multiple Employer Plans With One Strategy
Many people accumulate retirement savings in several different employer plans—current and former 401(k)s, 403(b)s, 457(b)s, and similar accounts.
Feb 26, 2026 · 5 min
Stocks Slip as Nvidia Fails to Reignite AI Momentum
Stocks finished mostly lower as enthusiasm around artificial intelligence cooled despite strong earnings from Nvidia, while oil reversed earlier gains on signs of progress in US-Iran nuclear talks.
Feb 26, 2026 · 2 min
High Earners: Maximizing Tax Deferral in Workplace Retirement Plans
If you’re a high earner, your workplace retirement plan—such as a 401(k), 403(b), or 457(b)—is likely your main tool for reducing your current tax bill and building future retirement wealth.
Feb 25, 2026 · 5 min
Nvidia Outlook Reignites AI Trade, Lifts Stocks Late
Stocks extended their rebound with a second straight day of gains, led by technology shares, as investors positioned for Nvidia’s earnings and digested ongoing debate around AI disruption and trade policy.
Feb 25, 2026 · 2 min
401(k) Loans: The Hidden Costs of “Borrowing From Yourself.”
Many people are attracted to the idea of "borrowing from themselves" with a 401(k) loan.
Feb 24, 2026 · 5 min
Tech Rebound Eases AI Fears as Markets Stabilize
Stocks rebounded after Monday’s AI-driven selloff, with technology shares leading gains as investors reassessed disruption risks and positioned ahead of key catalysts.
Feb 24, 2026 · 2 min
AI Disruption Fears and Tariff Uncertainty Drive Risk-Off Selloff
Stocks retreated as renewed anxiety over AI disruption and fresh tariff uncertainty dampened risk appetite.
Feb 23, 2026 · 2 min
Too Many Old 401(k)s? The Hidden Risks of Sprawl, Oversight Gaps, and Fee Drag
Having too many old 401(k) accounts can quietly undermine your retirement goals.
Feb 23, 2026 · 6 min
Stocks Shake Off Tariff Shock; Bonds Drift as Fiscal Questions Linger
Stocks rallied to close out a solid week after the Supreme Court struck down President Trump’s broad tariff program, with investors viewing the decision as more of a fiscal complication than an economic shock.
Feb 20, 2026 · 2 min
Iran Tensions Lift Oil, Pressure Equities
Stocks pulled back Thursday as rising U.S.-Iran tensions pushed oil to a six-month high and tempered risk appetite
Feb 19, 2026 · 4 min
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