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

The Memphis Flyer’s annual Best of Memphis

The Memphis Flyer’s annual Best of Memphis readers’ poll celebrates all things Memphis, and *drumroll please* — it’s time to announce the winners! Memphis has spoken. Thank you, Memphis, for voting DWAM as one of the Best Financial Advising Firms.

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Annual Returns And Intra-Year Declines

Plan to stay invested: Losses hurt more than gains feel good. Market lows can result in emotional decision-making. Taking “control” by selling out of the market after the worst days is likely to result in missing the best days that follow. Investing for the long term in a well-diversified portfolio can result in a better retirement outcome. S&P intra-year declines vs. calendar year returns Despite average intra-year drops of 14.0%, annual returns were positive in 32 of 42 years

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Duncan Williams: "Not Taking The Easy Way Out"

My guest today is Duncan Williams. I wanted to have Duncan on this podcast because What started as a small regional municipal bond firm in 1969 grew to be one of the largest female-owned bond broker-dealers in the United States. In addition to this work, this family has a strong presence as a holding company in farmland, apartments, and senior living facilities in the southeastern part of the United States.

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Market returns tend to be muted until late in midterm years

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MISSING JUST A FEW OF THE MARKET'S BEST DAYS CAN HURt INVESTMENT RETURNS.

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We believe personalized planning and employee retirement education matter.

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