Recent Blog Posts

So what did we learn from the policy decision, economic projections and Powell’s press conference on Wednesday?

Investors are currently betting that the Fed will cut rates before the end of the year, with interest rates ending 2023 somewhere between a half point and three-quarters of a point lower than where they are now (a range of 4.75% to 5%). But investors are wrong, said Powell at his press conference on Wednesday. 

Investing in your 20s and 30s is a great way to set yourself up for long-term financial success.

Here are some investment strategies for investing in your 20s and 30s: 

Market Recap Week Ending March 17, 2023

Down, up, down, up, down—and up for the week. That was the story last week as the stock market navigated regional bank volatility in the lead-up to this week’s key interest rate announcement. Last Monday the S&P 500 (SPX) fell to its lowest low since January 3, but zigzagged its way to a five-day high on Thursday, and ended the week with a gain despite pulling back on Friday: 

Estate Planning

Estate planning is the process of preparing for the distribution of your assets after you pass away. It can help ensure that your assets are handled per your wishes and minimize the tax consequences for your heirs. Here are some key elements of estate planning: 

Income planning is essential to retirement planning

Income planning is essential to retirement planning, as it helps ensure you have enough money to support yourself during your retirement years. Here are some key considerations when planning for income in retirement:

Open an FDIC-insured Cash Management Account at Duncan Williams Asset Management

You have cash assets. Now it's time to make them work harder for you. 

Lets Talk >