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Recent Blog Posts

Beat the December 31 Deadline: How to Maximize Your Year-End 401(k) Contributions.

December 5, 2025

As the year draws to a close, you have a great opportunity to give your finances a final boost: maximizing your 401(k) contributions.

Cash Is Not a Plan: Why Liquidity Alone Can’t Fund Long Term Goals

Personal Investor

December 5, 2025

Relying solely on cash isn’t a long-term strategy. While it can feel safe, cash usually won’t keep up with inflation or help your wealth grow over time.

Markets Climb as Jobs Weakness Fuels Fed Rate Cut Bets

Personal Investor

December 3, 2025

Stocks extended recent gains as softer labor data reinforced expectations for a December rate cut.

Three Questions to Ask Before You Change Your Portfolio

Personal Investor

December 3, 2025

When markets move quickly ahead of major events, it's only natural for investors to feel a strong urge to “do something” with their portfolios.

As the Fed Nears a Decision, Focus on Your Time Horizon

Personal Investor

December 3, 2025

As the Federal Reserve's December 9–10 meeting approaches, the news and opinions swirling around financial markets can become overwhelming.

Duncan Williams Named Chairman of Greater Memphis Chamber's Board

Bussiness

December 3, 2025

Duncan Williams, founder and chairman of Duncan Williams Asset Management and a longtime civic leader in the Mid-South, has been named chairman of the Greater Memphis Chamber’s Board of Directors.

Markets Edge Higher as Fed Rate Cut Decision Looms

Recent Blog Posts

Beat the December 31 Deadline: How to Maximize Your Year-End 401(k) Contributions.

Cash Is Not a Plan: Why Liquidity Alone Can’t Fund Long Term Goals

Markets Climb as Jobs Weakness Fuels Fed Rate Cut Bets

Three Questions to Ask Before You Change Your Portfolio

As the Fed Nears a Decision, Focus on Your Time Horizon

Duncan Williams Named Chairman of Greater Memphis Chamber's Board

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