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.

Recent Blog Posts

Oil Spike and Fed Worries Break Stock Rally

Personal Investor

June 3, 2026

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.

AI Trade Extends Record Run as Geopolitical Hopes Support Risk Appetite

Personal Investor

June 2, 2026

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.

Coordinating 401(k) Withdrawals With Social Security and Pensions

Retirement

June 2, 2026

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.

FOR MEMPHIS: Good News From Memphis - Good News For Memphis June 2, 2026

News

June 2, 2026

Yesterday was the first day of a new month. A new month brings new opportunities for good news.

Records Extend as AI Strength Offsets Oil Shock

June 1, 2026

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.

Turning 401(k) Balances Into Monthly Income Streams

Retirement

June 1, 2026

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?