Recent Blog Posts

How Often Should You Look at Your 401(k) Balance?

For many of us, checking our 401(k) has become as routine as checking the weather. With just a few taps on your phone, you can see if your retirement savings are up, down, or holding steady. 

Stocks Extend Weekly Rally as Tech Strength and Iran Diplomacy Lift Sentiment

Stocks finished the week on a strong note, with the S&P 500 and Nasdaq reaching fresh records and logging a fifth straight weekly gain as investors looked past geopolitical risks and focused on resilient earnings, improving economic data, and hopes for a durable Iran ceasefire. Technology led the advance after Apple’s upbeat outlook, while oil prices fell on signs of renewed diplomacy and Treasury yields were little changed.

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.

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