Recent Blog Posts

Why Your Employer Match Matters More Than You Think

An employer's 401(k) match is a valuable tool for building retirement savings. 

How to Pick the Right 401(k) Contribution Rate

Figuring out how much to contribute to your 401(k) doesn’t have to be stressful. 

Stocks Pause, Bonds Rally as Soft Retail Sales Reinforce Fed Cut Expectations

US equities paused after a strong run as weaker-than-expected December retail sales reinforced expectations for Federal Reserve rate cuts later this year.

FOR MEMPHIS: Good News from Memphis - Good News for Memphis, February 10, 2026

We’re excited to kick off the year by sharing something inspiring from one of our city’s strongest champions. Duncan Williams, Chairman of DWAM and the new Chairman of the Greater Memphis Chamber, has launched a weekly "For Memphis" email. His mission? To reshape how we talk about our city—not with spin, but by celebrating real, everyday wins.

2026 Financial Dashboard: Three Simple Metrics to Keep Your Money on Track

Creating a straightforward financial dashboard for 2026 helps you focus on key numbers and avoid market distractions. 

Tech Pushes S&P 500 Toward Record as Markets Brace for Key Economic Data

US equities extended last week’s sharp rebound, with technology stocks powering the S&P 500 back toward record territory.

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