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Recent Blog Posts

How New U.S. Tariffs Will Affect Your Wallet

Personal Investor

August 8, 2025

The newest round of U.S. tariffs, which began in August 2025, is affecting the prices of many consumer goods.

Rethink Your Risk Tolerance: Time for an Honest Portfolio Check-Up

Personal Investor

August 8, 2025

Lately, market ups and downs have many investors asking themselves an important question: Does my portfolio align with my personal risk tolerance?

Key Questions for Your Portfolio Review

Personal Investor

August 8, 2025

Let’s talk about keeping our financial future on track. Whether you're new to investing or have been at it for years, regularly checking in on your portfolio is an important way to stay engaged with your financial plan.

Baker Hughes Oil Rig Count—Why It Matters

Personal Investor

August 8, 2025

In the world of energy economics, few numbers get as much buzz as the Baker Hughes oil rig count.

Tracking the Trends: Jobless Claims and Wholesale Inventories—What They Mean for Memphis and the Mid-South

Personal Investor

August 7, 2025

Let’s take a closer look at two key economic indicators that are making headlines: jobless claims and wholesale inventories.

Let’s talk about the new 2025 tax brackets.

Personal Investor

August 6, 2025

Let’s discuss the new 2025 tax brackets—and how understanding them may put money back in your pocket.

Markets End Strong Year on Soft Note as 2025 Wraps

Recent Blog Posts

How New U.S. Tariffs Will Affect Your Wallet

Rethink Your Risk Tolerance: Time for an Honest Portfolio Check-Up

Key Questions for Your Portfolio Review

Baker Hughes Oil Rig Count—Why It Matters

Tracking the Trends: Jobless Claims and Wholesale Inventories—What They Mean for Memphis and the Mid-South

Let’s talk about the new 2025 tax brackets.

Let's talk about your future.