Staying the Course: What a Fiduciary Process Looks Like When Markets Get Choppy

Market volatility can make a retirement plan feel urgent even when no feature of the plan has changed. For a business owner or plan sponsor, the pressure may come through employee questions, unsettling headlines, and reports that look very different from the prior quarter. 

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Recent Blog Posts

Stocks slip as oil stays firm and long yields push higher; tech leads the retreat

Personal Investor
August 18, 2026

U.S. stocks finished lower—pressure heaviest on the S&P 500 and Nasdaq while the Dow edged down—as crude stayed elevated and long‑end Treasury yields hovered near cycle highs amid a stalled U.S.–Iran truce; softer housing data added to the caution.

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FOR MEMPHIS: GOOD NEWS FROM MEMPHIS - GOOD NEWS FOR MEMPHIS AUGUST 17, 2026

News
August 18, 2026

August in Memphis is a great time! It may be hot, but we still show up. From the FedEx St. Jude Championship to Elvis Week, there is a lot of good news flowing through the city.

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Stocks slip as oil and yields rise; early chip strength fails to provide support

Personal Investor
August 17, 2026

U.S. equities eased after last week’s highs, with the Dow, S&P 500, and Nasdaq all closing lower as early gains in AI-linked semis couldn’t overcome a rebound in oil, firmer Treasury yields, and renewed Middle East jitters.

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Stocks slip from records as weak spending data and an oil bounce check the rally

Personal Investor
August 14, 2026

U.S. equities eased after the bell as a surprisingly soft July retail-sales report and a dip in consumer sentiment tested the recent risk-on tone. 

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Stocks push to a record as tame PPI cools Fed nerves; oil slips while tech leads

Personal Investor
August 13, 2026

U.S. stocks finished higher, with the S&P 500 and Nasdaq outpacing a modest Dow gain as buyers leaned back into tech. Strength in memory/storage names set the tone, while optical communications slipped, creating a clear split within hardware.

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Stocks edge higher on in‑line inflation; Dow lags while growth steadies

Personal Investor
August 12, 2026

U.S. equities finished mixed after a cooler-than-feared CPI print eased rate anxiety: the S&P 500 and Nasdaq inched higher while the Dow slipped, as investors balanced disinflation relief against lingering macro and geopolitical crosscurrents.

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