Personal Investor

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

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 7, 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.

Planning for Year-End: Financial Strategies to Take Now

Personal Investor

July 29, 2025

As summer winds down and the holidays come into view, it’s a great moment to pause, reflect, and take some practical steps to wrap up 2025 on a high note. A little attention now can help you feel more in control—and less stressed—about your finances as the year ends.

Wealth Transfer—How Families Can Prepare the Next Generation

Personal Investor

July 29, 2025

There’s a huge financial story quietly taking shape: “The Great Wealth Transfer.” In the next twenty years, more than $100 trillion will move from Baby Boomers and older generations to their children and grandchildren.

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

Planning for Year-End: Financial Strategies to Take Now

Wealth Transfer—How Families Can Prepare the Next Generation

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