Recent Blog Posts

Wall Street Slide Deepens as AI, Software and Crypto Unwind Gains

Wall Street’s selloff deepened as pressure on technology, AI-linked software, and crypto accelerated, with weak US labor data adding to concerns about stretched valuations and economic momentum.

Introducing: FOR MEMPHIS: Good News from Memphis - Good News for Memphis

We’re excited to kick off the year by sharing something meaningful from one of our city’s greatest supporters.

Roth vs. Traditional 401(k) in 2026: How Your Tax Bracket and Time Horizon Shape the Better Choice

When deciding between Roth and traditional 401(k) contributions in 2026, it comes down to when you want to pay taxes: traditional 401(k)s lower your tax bill now, but you'll pay taxes on withdrawals in retirement; Roth 401(k)s make you pay taxes up front, but your qualified withdrawals—including investment growth—are tax-free later. 

Rotation Pressure Deepens as Tech Slide Continues

Markets were mixed Wednesday as tech stocks saw another steep selloff, led by software and semiconductor names.

How to Decode Your 401(k) Summary Plan Description in 10 Minutes

Your 401(k) Summary Plan Description (SPD) is the roadmap to how your plan actually works—where match dollars come from, when they vest, whether loans are allowed, and what Roth or after-tax options you have. 

Why Your 401(k) Employer Match May Be the Most Overlooked Part of Your Paycheck

Your employer’s 401(k) match is one of the rare chances in personal finance where you can get an immediate, risk-free boost to your retirement savings. 

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