AI Momentum Drives Stocks to Fresh Records

Stocks climbed to new highs as renewed enthusiasm around artificial intelligence, resilient retail sales, and strong corporate earnings momentum outweighed concerns about elevated energy prices.

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Recent Blog Posts

Tech Rally Lifts Stocks to Records

Personal Investor
May 14, 2026

Stocks pushed to fresh all-time highs Wednesday as strength in megacap technology and chip shares outweighed another hotter-than-expected inflation report.

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Stocks Ease after Hot CPI and Oil Spike

Personal Investor
May 12, 2026

U.S. stocks mostly pulled back Tuesday as a hotter-than-expected core inflation reading and another jump in oil prices cooled the recent rally, especially in high-flying semiconductor names.

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Understanding Duration: How Interest Rate Changes Affect Bond Fund Values

Retirement
May 12, 2026

Many 401(k) investors think of bond funds as the “safe” or conservative part of their retirement savings. While they’re generally less volatile than stocks, bond funds don’t always hold steady—they rise and fall in value for several reasons. 

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FOR MEMPHIS: Good News From Memphis - Good News For Memphis May 12, 2026

News
May 12, 2026

I want to start off the week by sending congratulations out to all the graduates! I know several of our local high schools, as well as our universities, held ceremonies this past weekend.

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Comparing Stable Value, Money Market, and Short-Term Bond Options

Retirement
May 11, 2026

For many people saving for retirement, the "cash-like" part of a 401(k) plan seems straightforward. 

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What Bond Funds Do Inside a 401(k) Portfolio

Retirement
May 11, 2026

Bond funds are often called the “safer” side of a 401(k), but that label can be misleading. They don’t eliminate risk or guarantee income. Within a retirement portfolio, bond funds typically provide income, diversify beyond stocks, and help smooth market swings. 

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Suite 600
Memphis, TN 38119

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