Recent Blog Posts

When a Large Market Move Might Trigger a Rebalancing Review

Big market swings might make retirement investors want to act fast. But with a 401(k), the key question isn’t what the market will do next—it’s whether your portfolio has drifted from your target mix and needs review. Rebalancing keeps your investments aligned with your goals; it’s not about predicting the market.

FOR MEMPHIS: Good News From Memphis - Good News For Memphis May 26, 2026

I hope you each had a nice, long weekend. Just because many of us got the chance to rest and relax this past weekend doesn’t mean the good news had to take a break too.

Stocks Climb as Iran Peace Hopes Lift Risk Appetite

Stocks started the holiday-shortened week on firmer footing, with the S&P 500 reaching a record high as investors leaned into hopes that US-Iran peace talks could prevent a broader energy shock.

Working With an Advisor on 401(k) Rebalancing as Part of a Larger Plan

On the surface, rebalancing a 401(k) might seem straightforward: check your current mix of funds against your target allocation, and make changes if things have drifted. But in reality, your 401(k) is just one piece of your financial puzzle. 

Behavioral Hurdles That Can Delay Necessary Rebalancing

Rebalancing looks simple: set a target mix, monitor your portfolio, and correct when it drifts. Emotionally, rebalancing is difficult, especially when selling top-performing investments.

Stocks Edge Higher as Oil Retreats on Deal Hopes

Stocks finished higher in a choppy session as hopes for a US-Iran diplomatic breakthrough eased fears of prolonged energy disruption.

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