Personal Investor

Wealth Management Trends for 2025: Memphis and the Mid-South Perspective

Personal Investor
July 8, 2025

As we explore the national trends shaping wealth management in 2025, it’s crucial to understand how these trends manifest in our unique region of Memphis and the Mid-South. 

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Understanding the July Economic Calendar: What Memphis and Mid-South Investors Need to Know

Personal Investor
July 18, 2025

As we move through July 2025, investors in Memphis and the Mid-South need to understand how the economic calendar can shape local opportunities and risks. 

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How Tariffs & Policy Changes Affect Your Portfolio

Personal Investor
July 25, 2025

As we move through 2025, Americans everywhere—and especially right here in Memphis and the Mid-South—are feeling the ripple effects of new tariffs and shifting government policies. 

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Mid-Year Investment Review 2025: Are You on Track?

Personal Investor
July 7, 2025

As we reach the midpoint of 2025, investors across the nation are reflecting on a year marked by volatility, shifting policy, and evolving opportunities. 

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Market Outlook: Key Trends to Watch in the Third Quarter of 2025—with a Focus on Memphis and the Mid-South

Personal Investor
July 1, 2025

As the third quarter of 2025 begins, the national conversation about the economy is dominated by themes such as persistent inflation, shifting Federal Reserve policies, and the impact of tariffs. 

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Mid-Year Tax Planning: Strategies to Help Lower Your 2025 Tax Bill

Personal Investor
July 1, 2025

With 2025 halfway over, now is the ideal time to review your finances and make proactive moves to reduce your tax bill before year-end. 

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Let's talk about your future.

Connect with a local Duncan Williams Asset Management advisor

Office

5350 Poplar Ave.
Suite 600
Memphis, TN 38119

Contact
info@dwassetmgmt.com
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