Recent Blog Posts

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. 

How to Protect Your Retirement From Market Volatility

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

Market Recap Week Ending March 10th

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

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.

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