Regular “money meetings” offer couples a relaxed, structured way to connect about their finances—before any issues have a chance to grow.
Shared financial goals thrive when both partners genuinely feel understood—especially around risk and priorities.
Dip buyers reemerged Thursday after early-session weakness, helping markets claw back losses triggered by renewed skepticism around AI-driven tech spending.
Think of your 2025 tax return as a snapshot of your financial year—revealing what you truly earned, spent, and saved.
A realistic 2026 plan is one that fits your real life—not just on paper, but in the day-to-day ups and downs.
Markets ended the day mostly flat after the Fed held interest rates steady and Jerome Powell signaled no urgency to resume cuts.
Putting your financial life into a written plan can bring real peace of mind.
Connect with a local Duncan Williams Asset Management advisor
5350 Poplar Ave. Suite 600Memphis, TN 38119