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Recent Blog Posts

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

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.

Family Governance: Keeping Wealth Across Generations in Memphis and the Mid-South

Planning

June 25, 2025

Let’s talk about something close to home for so many Memphis and Mid-South families: how do you make sure your hard-earned wealth lasts—not just for your kids, but for generations?

Estate Planning Mistakes to Avoid: A Friendly Guide

Personal Investor

June 24, 2025

Estate planning might sound intimidating, but it’s one of the best gifts you can give your loved ones.

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