Recent Blog Posts

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.

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.

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.

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.

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.

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.

Lets Talk >