Why Open Enrollment Season Is a Natural Moment to Revisit Your 401(k)

Open enrollment often concentrates attention on health coverage, payroll elections, and the employer’s overall benefits package.

Recent Blog Posts

How to Protect Your Retirement From Market Volatility

Retirement

March 14, 2023

Protecting your retirement from market volatility is crucial because the value of your investments can fluctuate dramatically in a short period. Here are some tips on how to protect your retirement from market volatility:

Market Recap Week Ending March 10th

Personal Investor

March 13, 2023

Market Recap Week Ending March 10th

Are you seeking a safe and secure place to grow your retirement savings?

Retirement

March 13, 2023

Are you seeking a safe and secure place to grow your retirement savings? Look no further! At Duncan Williams Asset Management (DWAM), we specialize in helping people like you find a new home for their 401k. DWAM is locally owned and committed to making our community a better place for everyone. And our home is your home.

Financial Planning

Personal Investor

March 10, 2023

Financial planning is critical to managing and achieving your long-term financial goals. Here are some vital steps to help you put together a comprehensive financial planning strategy:

Tailored Advice

March 9, 2023

Tailored advice: Women want a financial advisor who will provide personalized advice and recommendations that take into account their specific goals and financial situations. This could include retirement planning, college saving, managing debt, or life changes. Let's take a look at our retirement planning solutions.

Maximizing Deductions

March 7, 2023

Maximizing deductions on your taxes is a crucial strategy for reducing your taxable income and minimizing your tax burden. Here are some tips to help you maximize your deductions: