Recent Blog Posts

Setting a Plan Design Review Meeting Before Year-End Deadlines Arrive

A plan design review meeting is one of the simplest governance habits a business owner can establish before year-end. It creates dedicated time to look at the 401(k) as part of the company’s total-rewards program rather than as a set of isolated administrative tasks. 

Stocks slide as oil pops and yields punch higher; AI jitters hit tech into the close

U.S. equities fell broadly, with the S&P 500 and Nasdaq leading to the downside as a fresh jump in Treasury yields and another leg up in crude revived inflation worries; the Dow also finished lower. 

Stocks climb as oil cools on Hormuz progress; yields stay lofty but steady

U.S. equities finished higher after crude prices eased on signs of movement toward reopening the Strait of Hormuz, taking some pressure off inflation fears even as Treasury yields hovered near multi‑decade highs.

Auto-Enrollment and Auto-Escalation: Is It Time to Add These Features?

As benefits season approaches, business owners often review whether their 401(k) plan is easy to explain, administer, and integrate with the company’s broader rewards program. 

Stocks finish mixed as rising long-end yields cap risk; energy steadies the tape

A rates-led session kept equities in check as the 30‑year Treasury yield pushed to multidecade highs, pressuring growth pockets while oil strength helped energy offset some of the drag. The major indexes ended broadly mixed near the flat line, reflecting a tug‑of‑war between higher discount rates and resilient macro reads, including another low jobless‑claims print.

GOOD NEWS FROM MEMPHIS - GOOD NEWS FOR MEMPHIS SEPTEMBER 22, 2026

This past weekend was the 38th Annual Cooper Young Fest. There was also live music at Live at the Garden, Satellite Music Hall, Clue at the Orpheum, Hispanic Heritage Month celebrations, a Tigers football game which we won, and so much more.

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