Recent Blog Posts

Growth of $10,000 over presidential administrations

What do you think about the upcoming elections? Check out this chart and see what the Growth of $10,000 over presidential administrations reveals. 

Putting Pullbacks in Perspective

We can gain an important perspective on market pullbacks by considering post-World War II declines in the S&P 500® Index. The majority of declines fall within the 5-10 percent range with an average recovery time of approximately one month, while declines between 10-20 percent have an average recovery period of approximately four months. Pullbacks within these ranges are not uncommon, occurring frequently during the normal market cycle. 

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.

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

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.

Market returns tend to be muted until late in midterm years

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