June 28, 2022

We believe personalized planning and employee retirement education matter.

We believe personalized planning and employee retirement education matter. At Duncan Williams Asset Management, our retirement plan results speak for themselves.

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Recent Articles

Oil Surge Breaks the Risk Rally

Markets lost some momentum Monday as a fresh escalation in US-Iran tensions pushed oil sharply higher and pulled equities modestly off record levels.

Where HSAs Fit Alongside 401(k)s in a Savings Priority List.

Most people don’t need to choose between an HSA and a 401(k). The real question is which account to fund first, depending on your workplace benefits, taxes, cash flow, and expected health care costs.

Risk Rally Builds as Hormuz Reopens and Oil Breaks Lower

Markets extended April’s surge as easing Middle East supply fears reinforced an already strong risk-on backdrop driven by AI enthusiasm, resilient earnings, and expectations for additional Fed easing later this year.

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We believe personalized planning and employee retirement education matter.

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