Recent Blog Posts

The Psychology of Investing: Avoiding Emotional Decisions

Investing is not just a numbers game—it’s a psychological one, too. While sound analysis and financial planning are essential, emotions often play a decisive role in shaping investment decisions. 

Family Governance: Keeping Wealth Across Generations in Memphis and the Mid-South

Let’s talk about something close to home for so many Memphis and Mid-South families: how do you make sure your hard-earned wealth lasts—not just for your kids, but for generations? 

Estate Planning Mistakes to Avoid: A Friendly Guide

Estate planning might sound intimidating, but it’s one of the best gifts you can give your loved ones. 

Geopolitical Flashpoints Shake Oil Markets

Iran's missile strike targeting the U.S. Al Udeid Air Base in Qatar on June 23, 2025, was intercepted without damage and initially rattled global energy traders. 

Navigating Market Corrections: Staying the Course

Market corrections can be unsettling, but they’re a natural part of the investment journey. 

Fed Holds Interest Rates Steady Amid Uncertainty: What It Means for the Economy, Businesses, and Consumers

On June 18, 2025, the Fed’s leading policy group, the Federal Open Market Committee (FOMC), decided to maintain its key interest rate—the federal funds rate—at a range of 4.25% to 4.5%. 

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