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Recent Blog Posts

Why Rebalancing Can Help Maintain a Consistent 401(k) Risk Level

May 20, 2026

There is a moment, often unnoticed, when the arc of a retirement account begins to bend. Years may pass—years in which the diligent saver, believing the hard work done, watches the balance rise and fall with the tides of the market.

Rising Yields Pressure Stocks as Inflation Fears Return

Personal Investor

May 19, 2026

Stocks fell as higher Treasury yields and elevated oil prices revived concerns that inflation risks could keep the Federal Reserve from cutting rates, or even put a hike back in play.

FOR MEMPHIS: Good News From Memphis - Good News For Memphis May 19, 2026

News

May 19, 2026

We are now 5 months into sharing positive Memphis stories, and still, I love hearing the good news.

How 401(k) Loans Fit Into a Broader Debt Picture

Retirement

May 19, 2026

For many households, decisions about debt and retirement go hand in hand. A 401(k) account is often one of the biggest financial assets, while credit cards, auto loans, student loans, medical bills, or a mortgage can create ongoing monthly stress.

Viewing Retirement Saving and Debt Paydown as a Combined Plan

Personal Investor

May 19, 2026

Retirement saving and paying down debt are usually seen as separate goals. But in reality, they both draw from the same paycheck, affect your household budget, and shape your long-term financial flexibility.

Stocks Slip as Oil and Yields Keep Risk Appetite in Check

Personal Investor

May 18, 2026

Stocks began a busy earnings week mostly lower as investors weighed elevated oil prices, rising Treasury yields, and mixed signals around U.S.-Iran negotiations.

Stocks Rebound as Oil Slides on US-Iran Deal Hopes

Recent Blog Posts

Why Rebalancing Can Help Maintain a Consistent 401(k) Risk Level

Rising Yields Pressure Stocks as Inflation Fears Return

FOR MEMPHIS: Good News From Memphis - Good News For Memphis May 19, 2026

How 401(k) Loans Fit Into a Broader Debt Picture

Viewing Retirement Saving and Debt Paydown as a Combined Plan

Stocks Slip as Oil and Yields Keep Risk Appetite in Check

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