Personal Investor

Investing in your 20s and 30s is a great way to set yourself up for long-term financial success.

Personal Investor

March 21, 2023

Here are some investment strategies for investing in your 20s and 30s:

Market Recap Week Ending March 17, 2023

Personal Investor

March 21, 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:

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:

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.

Market Recap Week Ending March 10th

Personal Investor

March 13, 2023

Market Recap Week Ending March 10th

Financial Planning

Personal Investor

March 10, 2023

Financial planning is critical to managing and achieving your long-term financial goals. Here are some vital steps to help you put together a comprehensive financial planning strategy: