Customized financial planning

We understand women may have unique financial needs due to their life stage, such as managing debt, saving for children's education, caring for aging parents, or planning for retirement.

Recent Blog Posts

Estate Planning

Personal Investor

March 20, 2023

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:

Market Recap Week Ending March 17, 2023

Personal Investor

March 20, 2023

Down, up, down, up, down—and up for the week. That was the story last week as the stock market navigated regional bank volatility in the lead-up to this week’s key interest rate announcement. Last Monday the S&P 500 (SPX) fell to its lowest low since January 3, but zigzagged its way to a five-day high on Thursday, and ended the week with a gain despite pulling back on Friday:

Income planning is essential to retirement planning

Retirement

March 17, 2023

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

Personal Investor

March 16, 2023

You have cash assets. Now it's time to make them work harder for you.

How to Protect Your Retirement From Market Volatility

Retirement

March 14, 2023

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:

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

Retirement

March 13, 2023

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.