Too Many Old 401(k)s? The Hidden Risks of Sprawl, Oversight Gaps, and Fee Drag
Having too many old 401(k) accounts can quietly undermine your retirement goals.
Feb 23, 2026·6 min
Stocks Shake Off Tariff Shock; Bonds Drift as Fiscal Questions Linger
Stocks rallied to close out a solid week after the Supreme Court struck down President Trump’s broad tariff program, with investors viewing the decision as more of a fiscal complication than an economic shock.
Feb 20, 2026·2 min
Iran Tensions Lift Oil, Pressure Equities
Stocks pulled back Thursday as rising U.S.-Iran tensions pushed oil to a six-month high and tempered risk appetite
Feb 19, 2026·4 min
Tech Rebounds as Solid Data Offsets Hawkish Fed Minutes
Stocks advanced as investors balanced resilient economic data and a rebound in technology shares against a more cautious tone in the latest Federal Reserve minutes.
Feb 18, 2026·2 min
Where 401(k) Fees Hide—and How to Tell If Yours Are Reasonable
401(k) fees often hide in plain sight, tucked into your statements and plan website.
Feb 18, 2026·5 min
How 401(k) Fees Quietly Shape Your Retirement Balance Over Time
Even modest 401(k) fees can quietly chip away at your retirement savings gradually, often more than most people realize.
Feb 18, 2026·5 min
AI Anxiety Drives Another Volatile Session
Stocks recovered from early losses to finish marginally higher, but the tone remains fragile following last week’s tech-led pullback.
Feb 17, 2026·2 min
Target Date vs. Build Your Own: How Two Similar Risk 401(k) Portfolios Can Work Very Differently
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.
Feb 17, 2026·6 min
Should You Use a Target Date Fund or Build Your Own 401(k) Portfolio?
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.
Feb 17, 2026·6 min
FOR MEMPHIS: Good News from Memphis - Good News for Memphis, February 17, 2026
In 2025, we had businesses all over the area celebrating grand openings, grand reopenings, and anniversaries.
Feb 17, 2026·2 min
How to Read Your 401(k) Fund Menu Like a Pro
Your 401(k)-fund menu might look confusing at first, but it’s easier than it seems
Feb 16, 2026·6 min
What Diversification in a 401(k) Really Looks Like (Beyond Just Owning Lots of Funds)
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.
Feb 16, 2026·5 min
Markets Tumble as AI Anxiety Sparks Broad Deleveraging
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.
Feb 12, 2026·3 min
A 10 Point 401(k) Health Check for 2026
A 10-step 401(k) checkup helps ensure your 2026 retirement savings strategy aligns with your goals, plan rules, and current contribution limits.
Feb 12, 2026·4 min
Avoiding the Most Common 401(k) Mistakes by Decade
Avoiding the most common 401(k) mistakes changes as you move through your 30s, 40s, 50s, and 60s.
Feb 12, 2026·5 min
Using Bonuses to Jump Start 401(k) Savings
Using a work bonus to boost your 401(k) is a smart and approachable way to build your retirement savings—without cutting into the paycheck you rely on.
Feb 12, 2026·5 min
Could You Comfortably Max Your 401(k) Someday?
Maxing out your 401(k) isn’t something you have to achieve overnight.
Feb 12, 2026·5 min
Strong Jobs Data Pushes Back Fed-Cut Timeline
Markets digested a stronger-than-expected January jobs report that eased recession concerns but reduced the urgency for Fed rate cuts.
Feb 11, 2026·2 min
Why Your Employer Match Matters More Than You Think
An employer's 401(k) match is a valuable tool for building retirement savings.
Feb 11, 2026·5 min
How to Pick the Right 401(k) Contribution Rate
Figuring out how much to contribute to your 401(k) doesn’t have to be stressful.
Feb 11, 2026·7 min
Stocks Pause, Bonds Rally as Soft Retail Sales Reinforce Fed Cut Expectations
US equities paused after a strong run as weaker-than-expected December retail sales reinforced expectations for Federal Reserve rate cuts later this year.
Feb 10, 2026·2 min
FOR MEMPHIS: Good News from Memphis - Good News for Memphis, February 10, 2026
We’re excited to kick off the year by sharing something inspiring from one of our city’s strongest champions. Duncan Williams, Chairman of DWAM and the new Chairman of the Greater Memphis Chamber, has launched a weekly "For Memphis" email. His mission? To reshape how we talk about our city—not with spin, but by celebrating real, everyday wins.
Feb 10, 2026·2 min
2026 Financial Dashboard: Three Simple Metrics to Keep Your Money on Track
Creating a straightforward financial dashboard for 2026 helps you focus on key numbers and avoid market distractions.
Feb 9, 2026·5 min
Tech Pushes S&P 500 Toward Record as Markets Brace for Key Economic Data
US equities extended last week’s sharp rebound, with technology stocks powering the S&P 500 back toward record territory.
Feb 9, 2026·3 min
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