Recent Blog Posts

2026 Financial Dashboard: Three Simple Metrics to Keep Your Money on Track

Creating a straightforward financial dashboard for 2026 helps you focus on key numbers and avoid market distractions. 

Tech Pushes S&P 500 Toward Record as Markets Brace for Key Economic Data

US equities extended last week’s sharp rebound, with technology stocks powering the S&P 500 back toward record territory.

Markets Rebound Sharply as Dow Clears 50,000 on Aggressive Dip-Buying

Markets staged a powerful rebound Friday, snapping a risk-off stretch as investors aggressively bought the dip in equities and crypto.

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. 

Lets Talk >