Record highs as peace hopes and earnings revive risk appetite

US stocks pushed to fresh records on Wednesday as investors leaned into the view that Middle East tensions may be moving toward de-escalation and that early earnings results are reinforcing confidence in corporate resilience.

Recent Blog Posts

S&P 500 Climbs Toward Record as Iran De-escalation Hopes Lift Risk Appetite

Personal Investor

April 15, 2026

US stocks rallied again on Tuesday as easing fears around the Iran conflict, lower oil prices, and softer-than-expected wholesale inflation reinforced the market’s recovery tone.

FOR MEMPHIS: Good News from Memphis - Good News for Memphis - Good News for Memphis, April 14, 2026

Press Release

April 14, 2026

I know these emails only hit your inbox once a week, but that doesn’t mean you can only share good news on Tuesdays. Share the good news every single day. In a city like ours, something new and something that sheds light on the positives pops up daily. So share it. Share it with your friends. Share it with your family, your coworkers, your neighbors. Share it with me

Avoid These Costly Backdoor Roth IRA Mistakes Before They Trigger a Surprise Tax Bill

Personal Investor

April 14, 2026

A backdoor Roth IRA is ideal for high-income clients to build tax-free retirement savings, but small mistakes—such as overlooking old IRAs, losing paperwork, or missing contributions—can trigger unexpected taxes.

Geopolitics Drives Risk Rally as Oil Volatility Persists

Personal Investor

April 13, 2026

Markets staged a strong relief rally, with equities erasing year-to-date losses as investors leaned into hopes of renewed US-Iran negotiations despite escalating military tensions, including a blockade of the Strait of Hormuz.

S&P 500 Extends Streak as Ceasefire Hopes Steady Markets

Personal Investor

April 9, 2026

Stocks finished higher for a seventh straight session as investors looked past early weakness and focused on signs that the US-Iran ceasefire may hold, with additional support from news that Israel agreed to direct talks with Lebanon.

RETIREMENT PLANNING: The Two Paths to Tax-Free Retirement Money

Retirement

April 9, 2026

The Two Paths to Tax-Free Retirement Money A client’s question sparked a deeper conversation about retirement strategies, income limits, and a tricky tax rule that often catches people by surprise.