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Recent Blog Posts

Target Date vs. Build Your Own: How Two Similar Risk 401(k) Portfolios Can Work Very Differently

February 17, 2026

A target-date fund and a simple three-fund portfolio might both aim for the same level of risk, but they help you get there in different ways—and ask different things of you as an investor.

Should You Use a Target Date Fund or Build Your Own 401(k) Portfolio?

Retirement

February 17, 2026

Target-date funds are often described as a “set it and forget it” option—a single fund that automatically shifts its mix of stocks and bonds as you get closer to retirement.

FOR MEMPHIS: Good News from Memphis - Good News for Memphis, February 17, 2026

News

February 17, 2026

In 2025, we had businesses all over the area celebrating grand openings, grand reopenings, and anniversaries.

How to Read Your 401(k) Fund Menu Like a Pro

Retirement

February 16, 2026

Your 401(k)-fund menu might look confusing at first, but it’s easier than it seems

What Diversification in a 401(k) Really Looks Like (Beyond Just Owning Lots of Funds)

Personal Investor

February 16, 2026

If we were chatting over coffee about your 401(k), I'd say: true diversification isn’t just about having a bunch of different funds.

Markets Tumble as AI Anxiety Sparks Broad Deleveraging

Personal Investor

February 12, 2026

Markets sold off sharply Thursday as mounting fears over AI-driven disruption triggered a shift in sentiment, leading to a broad-based risk-off move.

Dow Hits Record as Soft Jobs Data Eases Rate Fears

Recent Blog Posts

Target Date vs. Build Your Own: How Two Similar Risk 401(k) Portfolios Can Work Very Differently

Should You Use a Target Date Fund or Build Your Own 401(k) Portfolio?

FOR MEMPHIS: Good News from Memphis - Good News for Memphis, February 17, 2026

How to Read Your 401(k) Fund Menu Like a Pro

What Diversification in a 401(k) Really Looks Like (Beyond Just Owning Lots of Funds)

Markets Tumble as AI Anxiety Sparks Broad Deleveraging

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