How to Prepare for Back-to-School Expenses: From Memphis and the Mid-South to Across the Nation
Back-to-school season means freshly sharpened pencils, new shoes, and a world of possibility—but it can also mean a sharp rise in expenses.
Jul 17, 2025·5 min
Amazon Prime Day & Retail Events: Smart Shopping with a Memphis, TN, and Mid-South Connection
Amazon Prime Day and other major retail events offer exciting opportunities for shoppers nationwide, including those in Memphis, Tennessee, and the broader Mid-South region.
Jul 14, 2025·5 min
Inflation Watch: What Investors Need to Watch—Memphis, TN and the Mid-South
Inflation isn’t just a national headline—it’s a real, local issue for Memphis and the broader Mid-South.
Jul 10, 2025·3 min
The Power of Personalization in Financial Advice
In today’s fast-paced world, financial advice is abundant, but not all of it is created equal.
Jul 9, 2025·4 min
Wealth Management Trends for 2025: Memphis and the Mid-South Perspective
As we explore the national trends shaping wealth management in 2025, it’s crucial to understand how these trends manifest in our unique region of Memphis and the Mid-South.
Jul 8, 2025·4 min
Understanding the July Economic Calendar: What Memphis and Mid-South Investors Need to Know
As we move through July 2025, investors in Memphis and the Mid-South need to understand how the economic calendar can shape local opportunities and risks.
Jul 8, 2025·4 min
How Tariffs & Policy Changes Affect Your Portfolio
As we move through 2025, Americans everywhere—and especially right here in Memphis and the Mid-South—are feeling the ripple effects of new tariffs and shifting government policies.
Jul 7, 2025·4 min
Mid-Year Investment Review 2025: Are You on Track?
As we reach the midpoint of 2025, investors across the nation are reflecting on a year marked by volatility, shifting policy, and evolving opportunities.
Jul 7, 2025·4 min
Market Outlook: Key Trends to Watch in the Third Quarter of 2025—with a Focus on Memphis and the Mid-South
As the third quarter of 2025 begins, the national conversation about the economy is dominated by themes such as persistent inflation, shifting Federal Reserve policies, and the impact of tariffs.
Jul 1, 2025·5 min
Mid-Year Tax Planning: Strategies to Help Lower Your 2025 Tax Bill
With 2025 halfway over, now is the ideal time to review your finances and make proactive moves to reduce your tax bill before year-end.
Jul 1, 2025·4 min
Half-Year Market Review 2025: Where We Stand—And What It Means for Memphis and the Mid-South
We’re halfway through 2025, and what a ride it’s been in the markets. Let’s break down what’s happened so far, what’s driving it, and then zero in on what it all means for us here in Memphis and the broader Mid-South.
Jun 30, 2025·4 min
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.
Jun 24, 2025·4 min
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.
Jun 23, 2025·2 min
Navigating Market Corrections: Staying the Course
Market corrections can be unsettling, but they’re a natural part of the investment journey.
Jun 23, 2025·4 min
The Pulse: Global Economic and Market News for Tuesday, June 17, 2025
On June 17, 2025, global markets turned volatile as renewed geopolitical tensions in the Middle East, notably between Israel and Iran, rattled investor sentiment. The day was marked by a sharp reversal in risk appetite, surging oil prices, and fresh concerns over the economic outlook as new data pointed to a softening U.S. economy. Central banks and policymakers remained in focus, with the Federal Reserve set to announce its rate decision tomorrow.
Jun 17, 2025·3 min
The Midday Market Roundup for Tuesday, June 17, 2025
Escalating Middle East hostilities between Israel and Iran are significantly impacting the markets.
Jun 17, 2025·3 min
The Pulse: Global Economic and Market News for Monday, June 16, 2025
Global markets rebounded on June 16, 2025, as investors responded to easing oil prices and signs that geopolitical tensions in the Middle East were stabilizing. Major central banks and global institutions released new forecasts while investors prepared for a pivotal week of economic data and policy meetings.
Jun 16, 2025·3 min
How Major Asset Classes Have Performed Since 2020
Over the past five years, global markets have experienced dramatic shifts, shaped by the pandemic, evolving monetary policies, and geopolitical tensions.
Jun 16, 2025·3 min
Planning for Healthcare Costs in Retirement
Healthcare expenses are not just significant, but they also pose a potential financial strain that retirees often underestimate.
Jun 16, 2025·4 min
University of Michigan’s Consumer Sentiment Index: June 2025 Rebound Signals Easing Tariff Fears, Lingering Caution
This month’s positive shift was not a mere blip, but a broad-based improvement seen across all major groups. Joanne Hsu, Director of the Surveys of Consumers, noted that improvements were unanimous, spanning all ages, income levels, political affiliations, and regions.
Jun 16, 2025·4 min
The Midday Market Roundup for Monday, June 16, 2025
Markets remain on edge as hostilities between Israel and Iran continue, with reciprocal strikes over the weekend targeting refineries and gas facilities.
Jun 16, 2025·3 min
The Pulse: Global Economic and Market News for Friday, June 13, 2025
June 13, 2025, was marked by heightened geopolitical tensions, volatile energy prices, and shifting investor sentiment. Markets worldwide reacted sharply to the escalating conflict in the Middle East, ongoing trade policy developments, and evolving expectations about central bank actions.
Jun 13, 2025·3 min
The Midday Market Roundup for Friday, June 13, 2025
Oil prices remain volatile as geopolitical tensions in the Middle East continue to influence global energy markets.
Jun 13, 2025·2 min
The Pulse: Global Economic and Market News for Thursday, June 12, 2025
On June 12, 2025, global financial markets navigated a mix of softer U.S. inflation data, volatile trade negotiations, and heightened geopolitical tensions.
Jun 12, 2025·4 min
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