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What are you saving for? Whatever it is, we can help keep you on track.

May 11, 2023

Attaining Financial Freedom: Saving money paves the way to financial freedom. With sufficient savings to cover your expenses, you can make decisions about your career or lifestyle that were previously out of reach.

Four financial considerations for women to take control of their financial future:

Personal Investor

May 10, 2023

Building financial confidence throughout your life is crucial. Partnering with a financial advisor, such as Duncan Williams Asset Management, can provide guidance tailored to your circumstances and help you confidently achieve your financial goals.

2022 Spending in Retirement Survey: Understanding the Pandemic’s Impact

Retirement

May 9, 2023

Overall, more than half retired earlier than expected. The most common reasons for retirement were the ability to retire from an affordability standpoint (29 percent) and having a health problem or disability not related to COVID-19 (21 percent).

Market Recap Week Ended May 5

Personal Investor

May 7, 2023

The S&P 500 and the Dow posted modest declines that were roughly equal in scale to the previous week’s gains, while the NASDAQ was essentially flat. Although stocks made sizable daily movements in the latest week, they’ve traded in a relatively narrow range since early April.

"The stock market is filled with individuals who know the price of everything, but the value of nothing." - Philip Fisher

May 4, 2023

Philip Fisher, a renowned investor, and author, emphasized in this quote that many people who invest in the stock market are only focused on short-term gains and the fluctuating prices of stocks rather than the long-term value of the companies they invest in.

Saving money offers numerous benefits.

Retirement

May 3, 2023

Enhancing Financial Security: Saving money is a financial safety net for emergencies, unexpected expenses, or income fluctuations. This can help you evade high-interest debts like credit card debts and provide financial security.

How Investors Are Reshaping Portfolios for 2025