When a Large Market Move Might Trigger a Rebalancing Review

Big market swings might make retirement investors want to act fast. But with a 401(k), the key question isn’t what the market will do next—it’s whether your portfolio has drifted from your target mix and needs review. Rebalancing keeps your investments aligned with your goals; it’s not about predicting the market.

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Recent Blog Posts

FOR MEMPHIS: Good News From Memphis - Good News For Memphis May 26, 2026

News
May 26, 2026

I hope you each had a nice, long weekend. Just because many of us got the chance to rest and relax this past weekend doesn’t mean the good news had to take a break too.

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Stocks Climb as Iran Peace Hopes Lift Risk Appetite

Personal Investor
May 26, 2026

Stocks started the holiday-shortened week on firmer footing, with the S&P 500 reaching a record high as investors leaned into hopes that US-Iran peace talks could prevent a broader energy shock.

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Working With an Advisor on 401(k) Rebalancing as Part of a Larger Plan

Retirement
May 26, 2026

On the surface, rebalancing a 401(k) might seem straightforward: check your current mix of funds against your target allocation, and make changes if things have drifted. But in reality, your 401(k) is just one piece of your financial puzzle. 

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Behavioral Hurdles That Can Delay Necessary Rebalancing

Retirement
May 26, 2026

Rebalancing looks simple: set a target mix, monitor your portfolio, and correct when it drifts. Emotionally, rebalancing is difficult, especially when selling top-performing investments.

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Stocks Edge Higher as Oil Retreats on Deal Hopes

Personal Investor
May 21, 2026

Stocks finished higher in a choppy session as hopes for a US-Iran diplomatic breakthrough eased fears of prolonged energy disruption.

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Stocks Rebound as Oil Slides on US-Iran Deal Hopes

Personal Investor
May 20, 2026

Stocks rallied Wednesday as hopes for progress toward a US-Iran deal pushed oil prices sharply lower and eased inflation fears that had pressured markets in recent sessions. 

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