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

The Potential Tax Benefits of Donating Stock

Personal Investor

March 22, 2022

With your taxes on the horizon, you may be wondering what you can do to help make things easier. As it turns out, donating stock to a qualified charity provides some tax benefits!

But what if it really is the start of a bear market?

Personal Investor

March 9, 2022

No bull market runs forever. While they can be scary, bear markets can be expected to occur periodically throughout every investor’s lifetime.

Memphis Grizzlies: Stars are Aligning

March 3, 2022

In 2018 we began our ECON: 901 series with an early version highlighting the relative value of the Memphis Grizzlies versus the rest of the NBA. Given the newfound success of the team in a world and city that has experienced much change since those simpler times, we decided to revisit the topic.

Do corrections mark the start of a bear market?

Personal Investor

February 25, 2022

Nobody can predict with any degree of certainty whether a correction will reverse or turn into a bear market (that is, periods when the market is down by 20% or more).

Kyle Gowen appointed to Chief Investment Officer and Executive Committee member.

News

February 23, 2022

Duncan Williams Asset Management (DWAM) would like to announce the appointment of Kyle Gowen to Chief Investment Officer and Executive Committee member.

Market returns tend to be muted until late in midterm years

Personal Investor

February 17, 2022

Understanding how markets work over long periods can give you more peace of mind about your financial future. We understand your concerns and are here to answer them. Call us today to discuss your future. This is just one example of how understanding the markets during midterm elections usually works. 901-435-4250