August Starts Strong as Tech Rebounds and Oil Retreats

U.S. stocks opened August with a broad rally led by a sharp rebound in large-cap technology shares, pushing the Dow Jones Industrial Average to a record close.

Recent Blog Posts

Tech Weakness Pulls Stocks Lower

Personal Investor

June 22, 2026

Stocks finished mixed Monday as optimism around tentative U.S.-Iran progress and lower oil prices was outweighed by weakness in megacap technology and AI-linked names.

Risk Rally Returns as Iran Deal Cools Inflation Fears

Personal Investor

June 18, 2026

Markets rebounded sharply on Thursday as investors welcomed an interim US-Iran peace deal that reopened the Strait of Hormuz and eased concerns about another energy-driven inflation shock.

Tax Considerations When Drawing From 401(k)s in Retirement.

Retirement

June 18, 2026

At Duncan Williams Asset Management, we know traditional 401(k) withdrawals in retirement are generally taxed as ordinary income. When and how you draw from these accounts can significantly affect both your lifetime tax bill and the net income you actually spend.

Reassessing Your “Retirement Paycheck” Annually

Retirement

June 18, 2026

At Duncan Williams Asset Management, we understand that life rarely stays the same, especially in retirement. That’s why we encourage you to take a fresh look at your “retirement paycheck” every year—particularly if your 401(k) is a main source of income.

Tech Pullback Interrupts Rally

Personal Investor

June 16, 2026

US equities were mixed on Tuesday as leadership rotated away from technology and into more cyclical areas. A sharp pullback in chipmakers weighed on the broader market and pushed the Nasdaq 100 down about 2%, while the Dow extended its run of record highs.

The Power of Timing: How the Sequence of Your 401(k) Withdrawals Shapes the Course of Retirement

Retirement

June 16, 2026

Traditional 401(k) withdrawals, with the inevitability of tides, are taxed as ordinary income in retirement. Yet behind these seemingly routine transactions lies a terrain shaped by the unseen hand of federal policy and personal decision—a landscape in which the timing and method of withdrawal can, quietly but profoundly, alter the course of a retiree’s financial life, determining not only the taxes owed but the very contours of security in one’s later years.