When a Large Market Move Might Trigger a Rebalancing Review

Big market swings might make retirement investors want to act fast. But with a 401(k), the key question isn’t what the market will do next—it’s whether your portfolio has drifted from your target mix and needs review. Rebalancing keeps your investments aligned with your goals; it’s not about predicting the market.

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Recent Blog Posts

Markets Now Monday, June 17, 2024

Personal Investor
June 17, 2024

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Cognitive biases can significantly influence investment decisions, especially when emotions such as fear and greed are driving the markets.

Behavioral Biases Series
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Market Recap Week Ended Friday, June 14, 2024

Personal Investor
June 17, 2024

Rising market The S&P 500 and the NASDAQ recorded their seventh positive week out of the past eight, with both indexes pushing their record levels higher. The NASDAQ posted a 3.3% total return while the S&P 500 added 1.6%; the Dow was an outlier with a 0.5% decline.

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Markets Now Wednesday, June 12, 2024

Personal Investor
June 12, 2024

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Ranked Top RIA in Memphis by USA Today

Press Release
June 12, 2024

Duncan Williams Asset Management was ranked the top RIA in Memphis by USA Today.

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Markets Now Tuesday, June 11, 2024

Personal Investor
June 11, 2024

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