Personal Investor

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Oil Rally and War Risks Keep Markets on Edge
Personal Investor

Oil Rally and War Risks Keep Markets on Edge

Stocks churned and closed mixed as escalating Iran-related tensions overshadowed otherwise benign inflation data, while oil extended its rally despite the IEA’s record reserve release.

Mar 11, 2026·2 min

Why the Rising Cost of Living Has Become Americans’ Biggest Monetary Burden
Personal Investor

Why the Rising Cost of Living Has Become Americans’ Biggest Monetary Burden

Americans now identify the rising cost of living as their main financial concern, making it a frequent topic in discussions between registered investment advisers (RIAs) and clients.

Mar 10, 2026·4 min

Stocks Whipsawed by Oil Volatility as Iran War Drives Uncertainty
Personal Investor

Stocks Whipsawed by Oil Volatility as Iran War Drives Uncertainty

Markets churned Tuesday as sharp swings in oil tied to conflicting headlines around the Iran conflict drove risk sentiment, leaving equities little changed overall while rates edged higher and safe havens gained.

Mar 10, 2026·2 min

Pump Prices & Paydays: Why Memphis Families Should Watch This Oil Chart
Personal Investor

Pump Prices & Paydays: Why Memphis Families Should Watch This Oil Chart

Watching oil prices isn’t just for Wall Street—Memphis families can use this chart to track where local gas and energy costs are heading.

Mar 10, 2026·2 min

Geopolitics, Spiking Oil, and Staying Invested Amid the Iran Conflict
Personal Investor

Geopolitics, Spiking Oil, and Staying Invested Amid the Iran Conflict

At the start of the week, financial markets stumbled, and crude oil prices neared $120 a barrel amid anxiety over the escalating conflict with Iran.

Mar 9, 2026·3 min

Stocks Rebound on Ceasefire Hopes as Oil Pulls Back
Personal Investor

Stocks Rebound on Ceasefire Hopes as Oil Pulls Back

Wall Street rebounded Monday after a volatile session as hopes the Iran conflict may be nearing an end drove a late-day risk-on shift, lifting equities and bonds while pulling oil sharply lower.

Mar 9, 2026·2 min

“Finding Dividends, Interest, and Gains on Your Forms”
Personal Investor

“Finding Dividends, Interest, and Gains on Your Forms”

If you’ve ever felt blindsided by tax forms showing up in your mailbox, you’re not alone. Investment income is easy to overlook—until it’s time to plug numbers into your tax software.

Mar 6, 2026·7 min

Oil Spike and Weak Jobs Jolt Markets
Personal Investor

Oil Spike and Weak Jobs Jolt Markets

Risk sentiment deteriorated Friday as a surprise decline in U.S. payrolls collided with a sharp oil rally tied to escalating Middle East tensions, reviving stagflation concerns and sending equities lower.

Mar 6, 2026·2 min

Geopolitics Drive Oil Higher as Stocks and Bonds Slide
Personal Investor

Geopolitics Drive Oil Higher as Stocks and Bonds Slide

Stocks and bonds fell together Thursday as escalating Middle East tensions pushed oil sharply higher and revived inflation concerns, pressuring rates-sensitive assets.

Mar 5, 2026·2 min

Your 1040, Line by Line: The Four Income Numbers That Matter Most
Personal Investor

Your 1040, Line by Line: The Four Income Numbers That Matter Most

Think of your Form 1040 as more than just a tax form—it's a snapshot of your financial year. With a quick scan line by line, you can see where your income comes from, how much tax you're paying, and spot opportunities for next year.

Mar 5, 2026·7 min

Your 2025 Tax Return: The Hidden Playbook for Smarter 2026 Money Decisions
Personal Investor

Your 2025 Tax Return: The Hidden Playbook for Smarter 2026 Money Decisions

Your 2025 tax return is more than a form to file and forget. It provides a clear record of your financial activity and serves as a guide for better decisions in 2026.

Mar 4, 2026·6 min

Stocks Rise as Strong Services Data Offsets Geopolitical Tensions
Personal Investor

Stocks Rise as Strong Services Data Offsets Geopolitical Tensions

U.S. equities rebounded Wednesday as stronger-than-expected services data and easing inflation pressures reinforced the narrative of economic resilience, helping markets look past ongoing geopolitical tensions in the Middle East.

Mar 4, 2026·2 min

Strait of Hormuz on Fire: How Iran’s War Is Driving Up Energy Costs in Memphis and Across America
Personal Investor

Strait of Hormuz on Fire: How Iran’s War Is Driving Up Energy Costs in Memphis and Across America

The Strait of Hormuz is the world’s most important oil chokepoint. In the current war with Iran, it has become a frontline battlefield.

Mar 4, 2026·10 min

Stocks Trim Losses as Oil Spike Eases on Shipping Assurances
Personal Investor

Stocks Trim Losses as Oil Spike Eases on Shipping Assurances

Equities and bonds sold off sharply as Middle East tensions escalated, but losses moderated after President Trump said the US would escort tankers through the Strait of Hormuz, easing fears of a prolonged supply shock.

Mar 3, 2026·2 min

Oil Shock Lifts Yields as Markets Weigh Contained Conflict Risk
Personal Investor

Oil Shock Lifts Yields as Markets Weigh Contained Conflict Risk

Oil prices surged on escalating Middle East tensions and reports of disruptions near the Strait of Hormuz, reigniting inflation concerns and pushing Treasury yields sharply higher.

Mar 2, 2026·2 min

Why Your Workplace Plan Powers Your Retirement
Personal Investor

Why Your Workplace Plan Powers Your Retirement

Think of your workplace retirement plan as the heart of your financial future—not just an add-on.

Feb 27, 2026·4 min

Risk-Off Mood Deepens as Credit Fears and Geopolitics Weigh on Stocks
Personal Investor

Risk-Off Mood Deepens as Credit Fears and Geopolitics Weigh on Stocks

Stocks closed lower Friday, capping a volatile and mostly negative February as investors grappled with hotter-than-expected wholesale inflation, rising geopolitical tensions in the Middle East, and renewed anxiety around private credit and AI-driven disruption.

Feb 27, 2026·2 min

Coordinating Multiple Employer Plans With One Strategy
Personal Investor

Coordinating Multiple Employer Plans With One Strategy

Many people accumulate retirement savings in several different employer plans—current and former 401(k)s, 403(b)s, 457(b)s, and similar accounts.

Feb 26, 2026·5 min

Stocks Slip as Nvidia Fails to Reignite AI Momentum
Personal Investor

Stocks Slip as Nvidia Fails to Reignite AI Momentum

Stocks finished mostly lower as enthusiasm around artificial intelligence cooled despite strong earnings from Nvidia, while oil reversed earlier gains on signs of progress in US-Iran nuclear talks.

Feb 26, 2026·2 min

High Earners: Maximizing Tax Deferral in Workplace Retirement Plans
Personal Investor

High Earners: Maximizing Tax Deferral in Workplace Retirement Plans

If you’re a high earner, your workplace retirement plan—such as a 401(k), 403(b), or 457(b)—is likely your main tool for reducing your current tax bill and building future retirement wealth.

Feb 25, 2026·5 min

Nvidia Outlook Reignites AI Trade, Lifts Stocks Late
Personal Investor

Nvidia Outlook Reignites AI Trade, Lifts Stocks Late

Stocks extended their rebound with a second straight day of gains, led by technology shares, as investors positioned for Nvidia’s earnings and digested ongoing debate around AI disruption and trade policy.

Feb 25, 2026·2 min

401(k) Loans: The Hidden Costs of “Borrowing From Yourself.”
Personal Investor

401(k) Loans: The Hidden Costs of “Borrowing From Yourself.”

Many people are attracted to the idea of "borrowing from themselves" with a 401(k) loan.

Feb 24, 2026·5 min

Tech Rebound Eases AI Fears as Markets Stabilize
Personal Investor

Tech Rebound Eases AI Fears as Markets Stabilize

Stocks rebounded after Monday’s AI-driven selloff, with technology shares leading gains as investors reassessed disruption risks and positioned ahead of key catalysts.

Feb 24, 2026·2 min

AI Disruption Fears and Tariff Uncertainty Drive Risk-Off Selloff
Personal Investor

AI Disruption Fears and Tariff Uncertainty Drive Risk-Off Selloff

Stocks retreated as renewed anxiety over AI disruption and fresh tariff uncertainty dampened risk appetite.

Feb 23, 2026·2 min

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