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Recent Blog Posts

Mid-Year Investment Review 2025: Are You on Track?

July 7, 2025

As we reach the midpoint of 2025, investors across the nation are reflecting on a year marked by volatility, shifting policy, and evolving opportunities.

Market Outlook: Key Trends to Watch in the Third Quarter of 2025—with a Focus on Memphis and the Mid-South

Personal Investor

July 1, 2025

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.

Mid-Year Tax Planning: Strategies to Help Lower Your 2025 Tax Bill

Personal Investor

July 1, 2025

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.

Financial Freedom Day: Steps to Help Achieve Financial Independence

Savings

July 1, 2025

July 1st marks National Financial Freedom Day—a perfect opportunity to take stock of your finances and set a course for independence

Half-Year Market Review 2025: Where We Stand—And What It Means for Memphis and the Mid-South

Personal Investor

June 30, 2025

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.

The Psychology of Investing: Avoiding Emotional Decisions

Behavioral Biases Series

June 27, 2025

Investing is not just a numbers game—it’s a psychological one, too. While sound analysis and financial planning are essential, emotions often play a decisive role in shaping investment decisions.

How Tariffs & Policy Changes Affect Your Portfolio

Recent Blog Posts

Mid-Year Investment Review 2025: Are You on Track?

Market Outlook: Key Trends to Watch in the Third Quarter of 2025—with a Focus on Memphis and the Mid-South

Mid-Year Tax Planning: Strategies to Help Lower Your 2025 Tax Bill

Financial Freedom Day: Steps to Help Achieve Financial Independence

Half-Year Market Review 2025: Where We Stand—And What It Means for Memphis and the Mid-South

The Psychology of Investing: Avoiding Emotional Decisions

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