Blog

Recent Blog Posts

Key Questions for Your Portfolio Review

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.

Key Takeaways from July’s Market Events (2025)

Personal Investor

July 31, 2025

July 2025 brought plenty of action to global financial markets. Major U.S. stock indices hit new records, trade policies shifted, and geopolitical tensions ran high. Here’s a rundown of what happened and why it matters, with insights from a range of sources.

Navigating Market Volatility in Late Summer: Strategies for Calm Seas

Personal Investor

July 29, 2025

As we move into late summer 2025, the markets are likely to feel a bit more turbulent than usual. Trading volumes tend to lighten up this time of year, while global trade tensions, changing views on interest rates, and ongoing geopolitical uncertainty all add to the sense of unpredictability.

Markets Take a Breather After Rally; Fed Cut Likely Next Week

Recent Blog Posts

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.

Key Takeaways from July’s Market Events (2025)

Navigating Market Volatility in Late Summer: Strategies for Calm Seas

Let's talk about your future.