Markets Take a Breather After Rally; Fed Cut Likely Next Week

Stocks ended the week on a muted note after a strong rally, with the S&P 500 and Nasdaq hovering near record highs.

Recent Blog Posts

Having a financial plan can provide several advantages and benefits

June 11, 2023

Goal Setting: A financial plan helps you set clear and specific financial goals. Whether saving for retirement, buying a home, starting a business, or paying off debt, a plan gives you a roadmap to achieve those goals.

Market Recap Week Ended June 9, 2023

Personal Investor

June 11, 2023

Inching upward The S&P 500 rose for the fourth week in a row, climbing to its highest level in nearly 10 months. Each of the major U.S. indexes produced a fractional weekly gain in a mostly quiet week of trading.

How Duncan Williams Asset Mgmt added $100M in cash management accounts in five months

Press Release

June 9, 2023

As 2022 came to a close and the leaders of Duncan Williams Asset Management (DWAM) looked to the new year, they set an internal goal for their cash management strategy. They wanted to add $100 million in assets through it in 2023, believing the offering would resonate with people in the current economic environment.

Market Now

Personal Investor

June 9, 2023

Every weekday afternoon, get a snapshot of global markets, along with key company, economic, and world news of the day.

"The best investment you can make is in yourself." - Warren Buffett

Personal Investor

June 9, 2023

When Warren Buffett says, "The best investment you can make is in yourself," he emphasizes the importance of personal development and acquiring knowledge and skills.