Recent Blog Posts

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

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.

Ceasefire Relief Sparks Risk Rally as Oil Plunges

Markets staged a broad relief rally after a surprise US-Iran ceasefire eased fears of a prolonged energy shock, driving a sharp drop in oil prices and reigniting risk appetite.

Markets Rebound Late as Ceasefire Hopes Offset War Fears

Markets staged a late-session recovery after early losses as optimism around potential diplomatic progress in the Middle East eased risk sentiment.

FOR MEMPHIS: Good News from Memphis - Good News for Memphis - Good News for Memphis, April 7, 2026

People say things about our city all the time. Sometimes they’re good and sometimes not so much. But one thing I love about Memphians is that when it’s time to stick up for our city, we do it. Memphis isn’t perfect, and we recognize that too, but the passion for the city runs deep, and it shows.

Oil Surge and Geopolitical Tensions Drive Volatile but Resilient Markets

Markets navigated a volatile session dominated by escalating geopolitical tensions between the US and Iran, pushing oil prices higher and driving intraday swings in equities.

Stocks Rebound as Oil Shock Dominates Market Narrative

Markets staged a late-session recovery to finish marginally higher despite a sharp spike in oil prices driven by escalating Middle East tensions. 

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